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Home My WebLink AboutOC1971-1144 - ESTATE OF HAUCKPETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form J Estate of l'H.O-MAS..Q"..HAJJ.C.K .No U~4...Qi.J.91J . Deceased Date of Decedent's :N~~~.C?~~l.)?.~P:~..~~~..r~~.~J.Q~rgp..~.~y.~. Executors Date of death :O.ec.e.mb.er..9.,~9..9.7.Grant of Le'tters R.~~.~.:mP.~!_..ff?"J.9.9_7.. This is q-he-,:.,::}~~.l?~..~!i.~..MPE:k.account filed in this estate If there_have been former_Jaccounts filed in this estate,list file number or number and term N9.n~.~..."-''--.v _~+~d ,_.........\' • Election to take Under or~*",ill.(cross out one) Date Election Place of; Filed .Nat..Filed Record .Y...•.....•".,. Name of surviving spouse ~~~X.~...:r.~~~..g~:tl:~~J.~:..:_. List issue,where material: David "l''''Hliick,Sori;i3;orn February 20,1949 Robert B.Hauck,Son,Born September 5,1950 Laura A.Hauck,Daughter,Born July 4,1956 Did decedent marry after execution of will?{indicate)%J($XNo.Any children born after execution of will?(indicate) ,....,"'r--.XQ{~N~:ff ;'ns~er yes,;;~m~'·them __. ,.-_-..--_---__.._..- -_..---__ _ __-__--__------_.._---___..-..__.._-----------------.-----------------------.--._-_-_..-------..--.,'"..." Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris Laura Jane Hauck Mellon National Bank and Trust Company,Trustee under Insurance Trust Agreement dated February 2,1960,for Laura Jane Hauck Spouse None Tangibles (Auto) Residuary Estate N/A List,if exceptions to above: None If partial intestacy,give facts: Adeemed:Revoked:Lapsed:Abated:Give Cause: Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.~X If any exception give cause:. File copy of Notice J J ((_.;_j -r -.;G.,~, and date of mailing Ng.y.~mp.~X..J.?J..J.9.IL ,'r••••••••••••,••,.,••••••••••••••••••••••,••••••••••••••••"'(""....-..:......-~--'-........~!.-~ ,---~,-,. Yes,Copy of return and closing letter Is estate subject to the filing of a Federal Estate Tax Return'dated June 23,1970,filed herewith............................................................................................................................. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $}.~j:.9.~..Q.9..«~~~.?9.~..~~.l?~..?:~.~.~~~.~~) If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant ::::.:'. ............--_-----__..__ __._--___-_____--___-..-__---_..__._--__--___--..----. Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. None Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: y -.-' '-'.,) .C oy .t·_· ,,\ !r c- '~J '"F~ )~--~T~. Balance for distribution per account, Itemize any additional debits not shown by account: See Schedule "A"Attached $R.L.2~.9.!.1fl . 1"'0 )r''-'I.e Total ·additional debits JAdet): Itemize~any additibn'ql ~reaits I:lot showr:1 by occo'uht:; $._.._2.}~~..?_Q . I:!~_!i ! Sele'"S(~hedule ~II AI:;Attaciled . Total additional credits (Subtract) Balance for distribution $1 477.42......1.................•.•....••••• ~y $6.0.,.~.41•..~.4.:. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Balance for distribution See Schedule '-'All Attached.~.,-.-;.. " ,) J ....' , ,;::r '-- ,.0 60,444.54 J .'SCHEDULE "All ESTATE OF THOMAS O.HAUCK,DECEASED Receipts and Disbursem.ents since filing First and Final Account through March 7,1972 Balance per Account: PRINCIPAL-PERSONALTY Add: 110-678 '. $60,843.27 Proceeds sale $1,000 CIT Financial Corp.Dem.and Note at 100 Carrying value Proceeds sale $1,000 CIT Financial Corp.Dem.and Note at 100 Carrying value Paym.ents on account of Copy of Executed Deferred Com.pensation Agreem.ent with Donora Lum.ber Com.pany during the period Novem.ber,1971,through March,1972 Carrying value Less: 1,000.00 1,000.00 1,000.00 1,000.00 4,000.00 4,000.00 , 0 o o 60,843.27 Register of Wills,Washington County,Pa. Filing fee for First and Final Account Internal Revenue Service, Incom.e tax on incom.e credited to principal for year ending Septem.ber 30,1971 INCOME-PERSONALTY Add: CIT Financial Corp.Dem.and Note Interest earned October 13,1971,through February 8,1972 Com.m.ercia1 Credit Co.Dem.and Note Interest earned October 7,1971,through January 31,1972 Ford Motor Credit Co.Dem.and Not e Interest earned October 5,1971,through February 10,1972 26.00 1,386.44 843.19 53.92 62.42 85.41 1,412.44 59,430.83 General E1edric Credit Corp.DeITland Note Interest earned October 6,1971,through February 8,1972 GMAC DeITland Note Interest earned October 6,1971, through February 11,1972 Less: 16.67 17.08 1,078.69 .r 1972 County of Washington Personal Property Tax Mellon National Bank and Trust COITlpany,Accountant's COITlpensa- tion Balance consists of the following: PRINCIPAL-PERSONALTY Copy of Executed Deferred COITlpensation AgreeITlent with Donora LUITlber COITlpany, Liability $96,000. Discount value $80,901.35 D eITland Notes : 53.20 11.78 64.98 40,101.35 1,013.71 60,444.54 CIT Financial Corporation COITlITlercia1 Credit Co. Ford Motor Credit Co. General Electric Credit Corp. GMAC Miscellaneous: 2,000.00 4,000.00 5,000.00 1,000.00 1,000.00 13,000.00 1961 Ford Coupe delivered per Account Cash advanced on DeceITlber 30,1971,to Trustee under Insurance Trust of ThoITlas O.Hauck dated February 2,1960,for Laura Jane Hauck Cash on hand INCOME-PERSONALTY Cash on hand 800.00 3,000.00 2,529.48 59,430.83 1,013.71 60,444.54 If Family Exemption claimed by Petition,give place of Record:gJ.~.t~~~.J.:r::t:.As.~~~.~. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:::::.:-. List any advancement or distribution on account that has been made,and nature and amount of same: Laura Jane Hauck Laura Jane Hauck 1961 Ford Coupe Cash (Principal) 800.00 3,000.00 Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: A~~ountant respehftiny requests your Honorable Court to,award personal tangible property to Laura Jane Hauck in accordance with Article Second and further to award residuary estate to Mellon National Bank and Trust Company,Trustee under Insurance Trust Agreement dated February 2,1960,as provided in Article Third of the Will, with credit for advancements as shown. l COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly S.WQ.rXL doth depose and say that the facts set forth in the foregoing petition are true to the best of .th.~.t~knowledge and belief. .........$..~g.:r;P.to and subscribed before me thiS.~.~~~daYOf M~J;.9.h /?19?.?. .....t ---/1-"..I r~P['. Signa!UrE;··'bf Office~...~~...•..L.~ . ... \."ES P MEREDITH.Notary PublicTitleofOfflcer:.,O£llIl8.••.•.:•.w "mgtoft.eouAty••Pa..•....••••Washmgton.a~.My Commission Explrlls Office expires :..Mt'!J.~r.Y..~~·.•~?!.~. And your petitioner will ever pray,etc. .....M.~.ngD..N~~t9.~~~..J?~P.~..~~~..r~~.~J.g.~!:l;1.P.~.:r::t:y. ····.~·~····~.flltfit.. Executors of the Estate of Thomas O. Hauck,Deceased No._...__....._~.!.1.:J:__9.~__l.9.?}......_ HJS':-':'Li ~'\r.\fl0 REGISTE.-.()f WILLS \'!I~SII \l'\:,TGN C(I .•P.l\. ,, ,~: \(I ,.~>'-\\\ ,)~\"'\....," ~:~~~\\-.0'.'/ " .\,".......),....."I.\'.:"-"<':;.,\~. '",~'I .....,J ~\.\' Ir'-i/fIIPH\i (. (...... ;h 30?01')IH 1!11 I oJ r~:, I r.../J',;,...F i I.,. '12 rlPR "','J ....l' " L ('(.1....< Estate of_.._T:g~~~_~-._9_._.c~B~~~~_.. ~(~-n ( (,'J r Fiduciary.h~~.:r.~_~_.J.~~_~_H.~.~£J5:__9.-n._<1 _ Mellon Nat~onal7Bal'l;k and 1,(I ...... •A.;rJJ..s_t._C.Qmp~Xl.Y-~~~~_c.ut..Ql:S . ~•\I I "(( ,.-_...-.._...._......_......._~-.,-_..~...---....__.._----_..--._-----_.._---_.....,..,c ('....,Deceased ~ (,(, .' ,< PETJTION SUR,AUDIT FROM WHERE DECEDENT LEFT A WILL,~ cO ..., ( (. ( -h "/ ~, ..., ()..., C \ c', ( -tJ ''--1 '1....1C ,, Counsel of Fid(Jciory:Wil!submit herewith the following,in c.o1,formity with Court R~les adopted effective Dec¢l)1ber 3,1951,being rule No.9:po rag raph b-c;and divisions thereof:showncon pages-23-24. () 1.Written p~aecipes of all Counsel in the case. 2.Copy of oretgr .apgointing Guardian ad litem,if pertinent.~ 3.Copy of :Or~,e;'-'appointing Trustee ad litem,if p~,rtinel(lt.. 4.Proof of se'rvice,of above.c , 5.Letters Testamentary or Administration C.T.A.or a~a!t~$,t copy of WiII. 6.Copy of inventory ~nd appraisement. 7.Proof of apvertisement of grant of letters if not filed with account. :1,1.., 8.Certificate of liens in case any of the funds forCdistribution are from judicial sale of re~!estate.( 9.Signed an-d r itemtzed elections if any distribution in kind.-" 1O.Copy of FedJral Estate Tax return if es- tate is subJ'eet th,e.reto.(.'-< r" (. S.Barry Anderson............---..---_..._-_......._----.---_.__•••-.------••------------------_a· Attorney ,",~2 MELLON NATIONAL BANK AND TRUST COMPANY WASHINGTON OFFICE 40 SOUTH MAIN STREET WASHINGTON,PENNSYLVANIA 15301 ARLIEW.OTT TRUST OFFICER Mrs.Laura Jane Hauck 300 Highland Avenue Donora,Pennsylvania 15033 Dear Mrs.Hauck: Estate of Thomas O.Hauck -Account No.110-678 November 15,1971 The First and Final Account has been filed today in the Office of the Register of Wills to No.1144 of 1971.It will be called for audit by the Orphansl Court Division of the Court of Common Pleas of Washington County at the Court House,Washington,Pennsylvania,sometime during the week beginning Monday,March 20,1972.You may be present at that time or represented if you believe same to be necessary. In the event you wish to conform the copy of the account previously provided, my affidavit has been completed under date of November 15,1971,by Dolores p.Meredith as Notary Public.Her commis sion expire s January 28,1975. Immediately preceding the audits,we will submit an updated accounting to the Court to advance the figures from the account to that date.I will supply that information as well as the Audit Petition for your signature during March 1972. Very truly yours, AWO:jbm cc:S.Barry Anderson,Esquire Mr.Jay A.Zeffiro ---:·-l ..".------'-' r...-,(f)...q0-1 a..-1r...-, >--0::....;:.~...<...:>-,. t.~_ :?Cl_ '-.:J ~ C)...-\ .,-I----~cc ._~...,~~(""-...-'zL~__.;'.,-).....c.c; {..j -LCL::>(.;)U)o:::l.-: 0:::lLl <:;c:=~~r--I.., ... ) ill THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENN ORPHANS'COURT DIVISION IN RE: Estate of THOMAS O.HAUCK, Deceased. ( ) ( ) ( ) ( No.1144 of 1971 HEARING ON AUDIT Monday,March 20,1972,at 1:30 P.M.,EST The Honorable P.VINCENT MARINO,Judge of the said Court. S.BARRY ANDERSON,Esq.,of Donora,Pa., representing the Accountants. TIME: z BEFORE:g elz i lJl 0( ~~APPEARANCES: ~ll:I-lJl Q oJ0( § Q :J., :t~<II :!:z·0(>oJ>-1IlZZIII11. .; Hauck,deceased.The Executors are Laura Jane Hauck and Mello National Bank &Trust Company and the attorney is S.Barry Ande son. Mr.Anderson? .-i ~THE COUBT: I-a::o11.IIIll: l-ll::JoU oJ0( Uii:...o MR.ANDERSON: Number 1144 of 1971,the estate of Thomas O. If the Court please.I have all the necessary pape together with the exhibits.including a copy of the Federal Tax Return as filed.To my knowledge there are no claims and there's a suggested distribution set forth in the Audit Petition for the Court's perusal. THE COURT:Do you have a closing letter from the 1.R.S.? -_._---------.,------- MB:'ANDE'BSON: Federal heturn. B.ANDER SON: Yes,Your Honor.It's attached together with the Are there any outstanding claims that you know of? c • None,Your Honor. Is there anyone else in Court interested in this 2 decedent's estate? Court. ~z¢>...>-Ql~THE COURT: IIIII. Z~~z iQl ¢ ~ (I NO RESPONSE The audit of this account is ordered closed by the (AUDIT CLOSED) 1 hereby cenU,that the proceedtu;a and evidence -1 vi11:'111t-o::o~are contataed full1 and aceu:rateli tn the notes taltGn by me on the heartng t-o::a of the abotre cause.and that thls copy is a eoneet ttanscr'1pt of the same.u...¢oii:...o The foreqotnv record of th&procee<ltngs upon the heartnq of the above cause ta hereby approved a.na d.irected to be ftled. BY~OUJ:t.~ ;,;..,l...,_~':.',"...". .",~,-..',r .,. ',' ••j •I,j :.' ~.;;~j '..-J ~t J.("..l':i "I 11/1 ,I .'~),'J ~!.",I,J; •J .i. i •! J'~;.11 :C. (j-).,.l,::-." -l::;r:-,c-r .) .'0 :-:. '-;' 0 :~/-:..'. r z"'U r'0P-en ~i '......,e'-...J '." ."~.. ',';-~...;,. ." • AFFIDAVIT OF EXECUTORS ,"j STATE OF PENNSYLVANIA) )SS.: COUNTY OF WASHINGTON) Personally before me,the undersigned authority,a Notary Public in and for said County and State,appeared LAURA JANE HAUCK and ARLIE W.OTT,TRUST OFFICER of MELLON NATIONAL BANK AND TRUST COMPANY,who,being duly sworn according to law,depose and say that LAURA JANE HAUCK and MELLON NATIONAL BANK AND TRUST COMPANY are the executors of the estate of THOMAS O.HAUCK,deceased,that the following schedules constitute a complete inventory and appraisement of the real and personal estate of THOMAS O.HAUCK,deceased,except real estate outside the Common- wealth of Pennsylvania;that the figures opposite each item of real and personal estate in the following schedules are determined and stated by the undersigned to be the fair value of said items as 'of the date of the decedent's death,based upon a just appraisement of each item made by the above named Executor s. Sworn and subscribed before me this day of --=.N.:..::o:..,:v:...;:e::::m:::b::;.:e::.,:r=--l 968 /s/·Anne Verbich Notary Public /sl Laura Jane Hauck Laura Jane Hauck /s/Arlie W.Ott Arlie W.Ott TRUST OFFICER of MELLON NATIONAL BANK AND TRUST COMPANY EXECUTORS ESTATE of THOMAS O. HAUCK,DECEASED INVENTORY AND APPRAISEMENT of the goods and chattels,rights and credits which were of THOMAS O.HAUCK,deceased,late of 300 Highland Avenue,Donora, Washington County,Pennsylvania,taken and made in conformity with the above affidavit. PERSONAL ESTA TE SCHEDULE $332.61 86.97 Christmas Club Accounts: $120.00 120.00 Mellon National Bank and Trust Company Donora Office Checking Account No.211 -1919 Balance 12/9/67 Les s checks cleared subsequently Mellon National Bank and Trust Company Donora Office Proceeds of the following No.9004107 No.9004108 $245.64 240.00 , J Donora Lumber Company Credit balance -accounts receivable $7.99 Donora Lumber Company Net salary for period ending 12/20/67 Director I s fee,1967 Christmas bonus Treasurer of the United States Veterans burial allowance Hartford Fire Insurance Company Refund of unearned premium on Policy No.AAA-401951 $393,,54 300.00 1,500.00 2,193.54 250.00 9.25 Copy of executed Deferred Compensation Agreement with Donora Lumber Company in the original amount of $96,000.00 Discounted value 12/9/67 1961 Ford Thunderbird Coupe Total Personal Property Appraisement REAL ESTATE SCHEDULE REAL ESTATE IN PENNSYLVSNIA None MEMORANDUM OF REAL ESTATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA None - 2 - ';( 80,901.35 800.00 % $84,647.71 I)~ 4 j - ~;e " ,Ie .,,/f " INVENTOR Y AND APPRAISEMENT IN THE ESTATE OF THOMAS O.HAUCK, DECEASED Filed NOV 1 2 1968 ,196 Attorney:S.Barry Anderson,Esquire 617 McKean Avenue Donora,Pennsylvania ,. .: ·f () _.- IN THE COURT OF COlli10N PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA '!::9 ORPHANS r COURT DIVIS ION 0;..,'~NO~b',}Q4 ~h~r Gl· ESTATE OF THOMAS O.HAUCK,DECEASED FIRST _A.:~.l2...ElNA~OU~~OF IAURA JANE HAU~ AND HELLON NATIONAL BANK AND TRUST COHPANY :;, -----------====="""'========--=======------======..«; EXECUTORS ••••<• ~':: ~t 7'""':' --,.:;.;:~ .'':;i~.:~':: ....". .,;. ":'j ::: ~~".......:; ~:"~.;.t..,I.;::.•..., "..; ,./,>- ,';~ ~.. ~.~:;:; ~"'-'L<~, ~"<•• ....;. ~"'.~. .l- ~"\r.':o ~.,.~ r 1.. •1 ~.,~~ ~,~~~ .......-'''''"'"''•i f '" \j,, ..~~ DKflS-7-(jo;y-.3/0 BAIANCE DUE -$61,686.46 ..11M til/W,((I WIl~'''''''_h''''_"i/...72Jhe withm aoooUl'fl OY1'!8tJ11t8t1 to 'lie GOIi~1: .,...._~tJtHIj;""at'Ofl. ~~--.., RR"iRt~'""d (]I~ylI n.,. ."-...; :::::;::J - Fee p..r0,:::c ::;;-::-(f)G)c:: -,--[Ii ('::) ::::(j)(I)f.-: Filed Z ---i --~,_._-o'..n--~.."";t:J--,...c_;-".->C..~"';-,-'T} '--,.:.::z:;-::,~:-~, r'-u r-»(J)0 f..o.) S.BARRY ANDERSON Attorney-at-law 617 HcKean Avenue Donora,Pennsylvania., .{ -'--- IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION NO. ESTATE OF THOMAS O.HAUCK,DECEASED FIRST AND FINAL ACCOUNT OF lAURA JANE HAUCK AND MELLON NATIONAL BANK AND TRUST COMPANY EXECUTORS' SUM MAR Y SCHEDULE "AII PRINCIPAL-PERSONALTY October 26,1971 Receipts Disbursements Receipts Disbursements Page 4 Page 6 SCHEDULE liBII INCOME-PERSONALTY Page 7 Page 7 Balance Balance NET BAlANCE $95,513 29 34.670.'02 $948 01 104 -82 $60,843 27 843 19 $61,686 46 DF:kh Balance consists of the following: PR INCIPAL-PERSONALTY Copy of Executed Deferred Compensation Agreement with Donora Lumber Company,Liability $96,000. Discount value $80,901.35 FORWARD $44 101 35 $44,101 35 BROUGHT FORWARD $44,101 35 Temporary Investments: Demand Notes: CIT Financial Corporation $4,000 00 Commercial Credit Company 4,000 00 Ford Motor Credit Company 5,000 00 General Electric Credit Corporation 1,000 00 Genera1 Motors Acceptance Corporation 1 000 00 15,000 00 Miscellaneous: 1961 Ford Coupe delivered (See Exhibit No.1 Page 8)800 00 Cash 941 92 $60,843 27 INCOME-PERSONALTY Cash 843 19 $61,686 46 - 2 - $36,800.00 36,800.00 1968 Nov. 1968 Feb. Apr. 1968 Oct. 1969 Mar. Sept. Oct. 1971 Apr. 1969 Mar. 1968 July Nov. 1969 June Sept. 12 22 17 8 3 26 1 1 8 4 1 20 13 18 ------- SCHEDULE "A" PRINCIPAL-PERSONALTY Receipts Inventory filed Additional Assets Benefit Trust Life Insurance Company: Medical benefits Treasurer of the United States: Refund overpayment of 1967 Income Tax Liability Conversion of Assets Without Gain or Loss Withdrawal of $1,000.Deposited at Interest in Mellon Bank $1,000.00 Carrying value 1,000.00 Withdrawal of $3,000.Deposited at Interest in Mellon Bank $3,000.00 Carrying value 3,000.00 Proceeds sale $1,000.Ford Motor Credit Company Demand Note at 100.$1,000.00 Carrying value 1,000.00 Proceeds sale $1,000.Commercial Credit Company Demand Note at 100.$1,000.00 Carrying value 1,000.00 Proceeds sale $2,000.Ford Motor Credit Company Demand Note at 100.$2,000.00 Carrying value 2,000.00 Payments on account of Copy of Executed Deferred Compensation Agreement with Donora Lumber Company during the period January,1968 through October,1971 Carrying value Miscellaneous Mellon National Bank and Trust Company, Trustee under Insurance Trust of Thomas A.Hauck,dated February 2,1960 for Laura Jane Hauck :~\, Cash to complete payment of Federal Estate Taxes Purchase of Temporary Deposits $2,000.Deposited at Interest in Mellon Bank $2,000.Deposited at Interest in Mellon Bank $3,000.Ford Motor Credit Company Demand Note at 100. $2,000.Commercial Credit Company Demand Note at 100. FORWARD - 3 - $17 50 277 74 $000 00 000 00 000 00 000 00 000 00 000 00 $2,000 00 2,000 00 3,000 00 2 000 00 $9,000 00 $84,647 77 295 24 000 00 10,570 28 $95,513 29 BROUGHT FORWARD 1970 Jan.26 $1,000.Commercial Credit Company Demand Note at 100. Mar.25 $2,000.CIT Financial Corporation Demand Note at 100. June 30 $2,000.Ford Motor Credit Company Demand Note at 100. Oct.1 $1,000.General Motors Acceptance Corporation Demand Note at 100. Nov.18 $1,000.General Electric Credit Corporation Demand Note at 100. 1971 Feb.4 $1,000.Ford Motor Credit Company Demand Note at 100. Apr.12 $2,000.Ford Motor Credit Company Demand Note at 100. June 28 $2,000.C I T Financial Corporation Demand Note at 100. Oct.12 $2,000.Commercial Credit Company Demand Note at 100. Cash expended re purchases - 4 - $9,000 00 1,000 00 2,000 00 2,000 00 1,000 00 1,000 00 1,000 00 2,000 00 2,000 00 2 000 00 $23,000 00 23 000 00 $95,513 29 000 00 $95,513 29 ------------------------ SCHEDULE "A" PRINCIPAL-PERSONALTY Disbursements 1969 Sept.22 Family Exemption Laura Jane Hauck:Widow $1,000 00 1968 Jan.12 18 19 Administrative Expenses Mellon National Bank and Trust Company: Reimbursement for trip to Pittsburgh to qualify witnesses to Will The Valley Independent: Advertising Grant of Letters Washington County Reports: Legal Advertising $20 00 10 50 12 50 July 25 Chattaway Agency:Appraisal of real estate 15 00 Internal Revenue Service: Income Tax on income credited to principal for years ending 9/30/68 through 9/30/70 Appraisal of real estate 1969 Jan. 1970 Nov. 1971 Sept. 25 24 17 27 Rudolph Svrcek: Register of Wills,Washington County, Court costs,as follows: 1/19/68 Grant of Letters and Six Short Certificates 11/13/68 Filing Inventory 1/24/69 Certified Copy of Will S.Barry Anderson:Attorney's fee 9/27/68 Payment on account 9/30/69 Payment on account 9/24/70 Payment on account 9/27/71 Balance in full Pa.: $18.50 18.00 7.50 $1,500.00 1,500.00 1,000.00 500.00 15 00 44 00 2,983 40 4,500 00 Oct.26 Mellon National Bank and Trust Compensation as Co-Executor 9/27/68 Payment on account 9/30/68 Payment on account 9/24/70 Payment on account 9/27/71 Payment on account 10/26/71 Balance in full Company: $1,500.00 1,500.00 1,000.00 700.00 45.00 4 745 00 ·12,345 40 1968 Jan.3 Preferred Debts Charleroi-Monessen Hospital:Balance due $16 50 22 St.Charles Church:Funeral 25 00 May 29 10 Lawson-Rabe Funeral Home: Kurtz Monument Company: FORWARD - 5 - Funeral services Grave marker 2,188 30 235 00 2 464 80 $15,810 20 1968 Jan.19 BROUGHT FORWARD Other Debts L.Jane Hauck: Reimbursement for payment to The Bell Telephone Company of Pennsylvania $27 11 $15,810 20 19 Bales Auto Supply:Merchandise 27 86 19 Penneys':Merchandise 58 13 Charges 22 L.Jane Hauck: Reimbursement for Richard Hauck, Christmas gift to Thomas Hauck's Columbia Gas:Charges West Penn Power Company: Kaufmanns':Charge Gimbe1s:Charge one-third share mother $105.00 48.00 41.23 197.25 10.15 401 63 Feb. Mar. July 22 22 5 31 18 S.Barry Anderson:Reimbursement for payment to National Ambulance Service,Incorporated L.Jane Hauck:Reimbursement for payment to The Bell Telephone Company of Pennsylvania L.Jane Hauck:Reimbursement for payment to J.C.Penney Company Frank W.Bora,M.D.: Professional services rendered David Hauck Donora Lumber Company: Balance due on insurance premiums advanced 25 00 55 35 64 93 45 00 793 24 1,498 25 3·Internal Revenue Service: In full of Federal Estate Tax per Return Form 706 filed 15 943 83 1968 Mar. 1969 Mar. 5 Other Taxes Russell Marino,Register of Wills: Payment on account of Pennsylvania Tax being 2%on $60,000.00 Less 5%discount Inheritance $1,200.00 60.00 $1,140 00 17,083 83 1968 Apr.17 Miscellaneous Laura J.Hauck: Refund overpayment of 1967 Income Tax Liability - 6 - 277 74 $34,670 02 SCHEDULE "B" INCOME-PERSONALTY Receipts Interest-Demand Notes Ford Motor Credit Company Interest earned during the period 6/13/69 through 10/4/71 Commercial Credit Company Interest earned during the period 9/18/69 through 10/6/71 CIT Financial Corporation Interest earned during the period 6/22/70 through 10/12/71 General Electric Credit Corporation Interest earned during the period 11/18/70 through 10/5/71 General Motors Acceptance Corporation Interest earned during the period 10/1/70 through 10/5/71 Temporary Deposits Deposited at Interest in Mellon Bank Interest earned during the period 7/1/68 through 3/3/69 $307 05 252 74 225 86 46 42 55 78 $887 85 60 16 $948 01 Disbursements 1969 Administrative Expenses Dec.1 Internal Revenue Service: Income Tax on income for period ending 9/30/69 $23 22 1971 Apr.2 Treasurer,Washington County,Pa.: Court Personal Property Tax for years 1970 and 1971 34 20 Oct.26 Mellon National Bank and Trust Company: Compensation as Co-Executor 47 40 $104 82 - 7 --------------------------, EXHIBIT NO.1 Payments on account of distributed shares: PRINCIPAL-PERSONALTY Laura Jane Hauck,Legatee; Advancement on account of distribution under Article Second of the Will: 1961 Ford Coupe delivered 1/12/68 - 8 - $800.00 COMMONWEALTH OF PENNSYLVANIA ) SS COUNTY OF WASHINGTON ) lAURA JANE HAUCK,one of the above named Accountants,being duly sworn according to law,deposes and says that more than six months have elapsed from the date of grant of letters and from the date of the first complete advertisement of grant of letters testamentary,that the disbursements shown in the account have been made to the parties entitled thereto;and that the account as stated is true and correct as she verily believes. Sworn to and subscribed /1T.2beforemethisI__(~day A.D.1971 Notary Pu Notary Public.Donora.Washin on County My Commission Expires July 30,1973 REQUEST FOR DISTRIBUTION Accountant requests that distribution be determined by the Court in accordance with the Petition for Distribution to be offered in evidence at the audit of this account. ~-------------------- COMMONWEALTH OF PENNSYLVANIA ) _'1'"'_..",I COUNTY OF WASHINGTON ) SS ARLIE W.OTT,Trust Officer of the MELLON NATIONAL BANK AND TRUST COMPANY,one of the above named Accountants, being duly sworn according to law,deposes and says that more than six months have elapsed from the date of grant of letters and from the date of the first complete advertisement of grant of letters testamentary,that the disbursements shown in the account have been made to the parties entitled thereto;and that the account as stated is true and correct as he verily believes. TrUStOfficer Sworn to and subscribed before me this J£U day» A.D.1971 ;~~a~.~N.otary Public :DelORES P.I:'E,'-:-.,Notary PubliC: Washington,Wa~.'g'.county"Pa. My COrJ'iI1f .sion Expires January 28.1975 REQUEST FOR DISTRIBUTION Accountant requests that distribution be determined by the Court in accordance with the Petition for Distribution to be offered in evidence at the audit of this account. Mellon National Bank and Trust Company, rustofficer Proof of Publication of Notice in'The Valley Independent Under Ac:t No.587,Approved May 16,1929,P.L.1784, as amended by Act.No.51 of April 24,1931,P.L.61 State of Pennsylvania County of Westmoreland }ss: " Personally appeared before me William H.Pore,Secretary of Mon Valley Newsp9pers,Inc.,a Penn- sylvania corporation,publisher of The Valley Independent,who,being duly sworn,deposes and says that The Valley Independent is a daily newspaper of general circulation in Fayette,Washington,and Westmd'reland counties,Pennsylvania,and elsewhere,published in the City of Monessen,Westmoreland County,Pennsylvania,that it was established June 28,1902,since which date The Valley Independent has been regularly issued in said county,and that a copy of the printed notice or publication is attached hereto exactly as the'same was printed and published in the regular editions and issues of The Valley Independent on the following dates,December'30.1967 January 6 and 13.1968 Affiant further deposes and says that he is General Manager of The Valley Independent,a dciily newspaper of general circulation,and as such is authorized to verify the foregoing statel'TK!nt under oath,and Affiant is not interested in the subject matter of the aforesaid notice or advertise- ment,and that all allegations in the foregoing statements as to time,place and character of publica- tion ore true.'.,',,"}IJ -~(;y~~i)/<.<~ COPY of NOTICE I , I Letlers testamentary 'on Ihe '!!slale ofThomasO.Hauck late,of Donora,.Wash- ington County,deceased,having been granted by the Register of Washington County,notice is hereby given to all persOns indebted to said estate "0 make immediate payment,and to those h,av:Iingclaimsa,gainst,the same to presentthemwithoutdelaytoLauraJane Hauck and ME\1I0n National Bank and Trust Company,executors,~O south]Main'Street,washington,Pa.1530L S. Barry Anderson,atlorney,'617 McKeanAvenue,Donora,Pa,15033.' :12:30,1:6,13 Sworn to and subscribed before,me this __-=-"'-'=...~ My commission expires STATEMENT OF ADVERTISING COSTS: S.Barry Anderson,Attorney at Law 617 McKean Avenue Donora,Pa,15033 TO MON VALLEY NEWSpAPERS,INC.,-DR. For publishing the notice or advertisement attached hereto in The Valley Indep~ndent on above stated dotes $10.00 /Notary ,$.50 Total $10.50 PUBLISHER'S RECEIPT FOR ADVERTISING COSTS Mon Volley Newspapers,Inc.,publisher of The Volley Independent,a daily newspaper of general circulation,hereby acknowledges receipt of the aforesaid advertising cmd publication costs and certi- fies that the some have been duly paid. MON VALLEY NEWSPAPERS,INC. By Washington County Reports WasbingtOD,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929,P.L. 1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINOTON ) STATF.01'PENNSYI.VANIA (SS. Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and ~says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the .r'official legal periodical for said Washington County,publis'hed weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said WASHINGTON COVNTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington Countl',Pennsylvania,by orde·r of the several courts of said County,dated November 11,1920;that thc printed notice or adver- tisement attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said legal periodical in its regular issues on the foilowing dates: I January 4,11,18,1968 Estate Notices The Register of Wills has granted letters, otestamentary or of administration,in the following estates.Notice is hereby given to all persons indebted thereto to 'make payment.without delay and to those hav- ..ing claims or demands to present them for settlement to the Executors or Admin- istrators or their Attorneys. ••••••••••••••••• I ljHAUCK,THOMAS 0.,Dec'd. ;Late of Donora,Washington County,Penna I Executors:Laura Jane Hauck &Mel- lon NatiOnal Bank &Trust Co.,40 IS.MaIn St.,Washington,Pa.15301I~ttorney:S.Barry Anderson.617 Mc-~ean Ave.,Donora,Pa,15033 that the affiant or the corporation in behalf of which he is acting is not interested in the subject m~~tJ.tid notice or adve~tisinand that all of the allegations of this affidavit as ~..e,Pla~nd chara r f th~~?are true.LCU~~Cd ./J~U/~-----_..···,..,:::::::::::::.~....·..·......·......··....·..·......·Edit~~ Sworn to and sU~d before me this ~ 18th.January 8K?!:.~=:~~~: Washington,Wasliington Co"pa. My Commission Expires November 1,1969 nf <1rnmmnu (@rpqaun' ~lt <1rnurt "Iran nf Ifanqiugtnu <1rnurt miuininu <1rnuuty J In the ma:tter of the Audit of Account in TO THE AUDITING JUDGE: Enter ~.appearance for \wOL rvofuwJ Ba~6J T~~f ¥~~5-,~1'JLO'J~ ,cK \.n 2.0 day of_--,~,-,-,,==~~,19 7 L N.B.-Counsel shrall,by separate pape,r,present a concise statement of each claim,wHh supporting calculation of any interest claimed,Objections to an account as filed,shall be concisely stated in a separate paper, Council suggesting proper distribution shall file a separate concise state- ment in that regard. ... ~~-.:.----\ t ~1__.: ~~OJ 1-+e:=0~~~$.t~~=-=-}-<N-t0t40::J $.t r:..«~ ~=-....1-+~~~ ~n t4t araurt af arammnu 'lrua af IIna4iugtnu arauuty. Jruuaylunnin.(0rp4nna·araurt miuiainn ESTATE OF No.:PJga1-1144 tY I~I 1 7 ) j Thomas O.Hauck deceased In the matter of the First and Final Account of Laura JaDe Rauck and Mellon Ntl. Bank &True t Go.,Executors ADJUDICATION AND DECREE And now April ~L,19~,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration there'totHI&lflce for distribution in the hands of the Accountant is determined to be $ ,.~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 filed sec.reg.or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION Balance per account _ Additional·debit asked at audit Additional credit asked at audit Balance:_ Deduct Clerk's Costs &Receipt:i.s _ Attorney__'S_·_B_a_r_r...;y~A_n_d_e_r_s_o_n 1 Russell Marino,Agent,transfer inheritance tax,$199.76 Interest from 3/9/69 to 5/7/52 37.90 ~2""-L.o.:~ $61,921.96 L$ura Jane Hauck,widow,legacy in accordance wi1;h Article Second 'of the Will,1961 Ford~Coupe valued at $800.00;held in kind and dis- '.tributed as s uchat the appraised val ue,800 00 $59,34.8.38 Mellon National Bank and Trust Company,Trustee under Insurance Trust Agreement dated February 2,1960,as provided in Article Third of the Will,including principal cash also including income cash to the amount of $1,013.71;Copy of Executed Deferred Compensation Agreement with Donora Lumber Company,Liability $96,000. DiScount value $80,901.35 and carried at $40101.35;demand notes as CIT Financial Corp $2000.00 -Commercial Credit Corp.$4,000.00.- Ford Motor Credit Company $5000.00 -General Electric Credit Corp.$1000.00 ~GMAC $1000.00, Principal Cash advancedand credit to be taken therefore in amount of $3000.00;assets held in kind and distributed as suchet the value as shown,,,No b8l~nee ,.. ,")t ~.. ,·rr r .,. f •"'1 1">'Rocao... I ::Ir....::s-ID 3o....nr., g. it Z9 " ., ", •I r, ") , r -r \ ").')... r '.')r ';,.I,, r r:, ....'"-y,;,.. -;j ,_i ~~'~ LA..l ~r ( t t ," 'l,.•.,r\;. .) rr Jr',1 r .r ... )') ')f ,... :Ii.. r ,,'-,r· ,.. I I ",,",_~...,: ?'~~ ,) ,."1 r-;·rT'.. ::::;,j :z..c... ,.t ... .( r' •')'r. I • r r .-. '1 -t,.., r •r .t )r ."r 'J •, n .),- r . JAL:j1b 31 1-11-72 ACCOUNT NUMBER:110-678 J IN THE COURT OF COMMON PLEAS OF WASHINGtoN COUNTY, PENNSYLVANIA,ORPHANS'COURT DIVISION RE:ESTATE OF THOMAS O.HAUCK, DECEASED ~Mh-----__Q~li _ RECEIPT FOR ADVANCEMENT TO THE HONORABLE,THE JUDGES OF SAID COURT:MELLON NATIONAL BANK AND TRUST COMPANY,TRUStEE UNDER INSURANCE TRUST OF TK:>MAS O. HAUCK DATED FEBRUARY 2,1960,FOR LAURA JANE'DEING BENEFICIAL.L.Y HAUCK INTERESTED IN THE ABOVE TITL.ED ESTATE,HEREBY ACKNOWL.EDGES TO HAVE RECEIVED FROM MEL.L.ON NATIONAL.BANK AND TRUST COMPANY,CO.EXECUTOR OF THE ESTATE OF THOMAS O.HAUCK ,DECEASED The Sum ot Three thousand Dollars ($3,000.00) Advancemen t on account of Principal Distribution AND REQUEST YOUR HONORABL.E COURT TO CHARGE THE SAME TO IT IN THE DECREE OF DISTRIBUTION TO BE ENTERED IN SAID ESTATE. IN CONSIDERATION OF THIS ADVANCEMENT BEING MADE PRIOR TO THE FIL.ING AND AUDIT OF A FINAL.ACCOUNT,IT HEREElY AGREES TO REFUND ON DEMAND,AL.L.OR ANYPART OFTHIS ADVANCEMENT WHICH MAYBE DETERMINED TO HAVE BEENIMPROPERL.Y MADE. DATED THIS'O+-~4.f't"Q'h,""d,j3;j",}DAY OF_~,..lJi//~:.lo:~~~{a-'191;<-#;r~ ATTEST ,. TlIlI-'OI ".v.III••, Mellon National Bank and Trust Company, Trustee under Insurance Trust of Thomas O.Hauck dated February 2,1960 tor Laura Jane Hauck BY'/iJL~ i./f/i ..' i' ,., J 'j.<..i' \, ,r." .., ,' ),i " .. I ~f •I I"," " ". IN THE ORPHANS·COURT OF WASHINGTON COUNTY,PENNSYLVANIA J RE:ESTATE OF THOMAS O.HAUCK, DECEASED ) RECEIPT FOR ADVANCEMENT TO THE HONORABLE,THE PRESIDENT JUDGE OF SAID COURT: I,LAURA JANE HAUCK,legatee under Article Second of the Will of Thom.as O.Hauck,Deceased,hereby acknowledge to have received from. Mellon National Bank and Trust Com.pany and Laura Jane Hauck,Executors of the Estate of Thom.as O.Hauck,Deceased,the following at the value set opposite thereto: 1961 Ford Coupe $800.00 and request Your Honorable Court to charge the sam.e to m.e in the Decree of Distribution to be entered in said Estate. In consideration of this advancem.ent being m.ade prior to the filing and audit of a First and Final Account,I hereby agree to refund on dem.and, all or any part of this advancem.ent which m.ay be determ.ined to have been im.- properly m.ade. DATED this i day of J/J;tJu/tR.(,1968.-_..:...-_- WITNESS: 1 '.~ " c Ie ••... "J.~ :... C ._ C.Cl c "J c i ( ..£.: ~r~1- -~?,( :.:>z '"....-r' n --,~C>--:::.' -.-\-'-I,-.,..; ::=0-C= '.l :-"'1 '~... ~;.:,..; -0 '" lAJ <..V ~........ C> ...~L '- IN THE MATTER OF THE ESTATE OF } THOMAS O.HAUCK --C----------------::-O-::-ECC-EC-A-"S-"EO=-,-- IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY,PENNA. 63-71-1144NO.-"'-_ j Mellon National Bank and Trust COITlpany.Trustee KNO\IV ALL M EN BY THESE PRESENTS,THAT__U_n_d_e_r_I_n_s_u_r_a_n_c_e_T_r_u_s_t_A-,g~r__e_e_ITl_e_n_t _ es DO/HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANy E---,-x_e--=c-=u:.:.t,,-o~r _ ThoITla sO.HauckOFTHEESTATEOF DECEASED,THE SUM OF Fifty-Nine Thousand Three Hundred Forty-Eight and 38/100--($59.348.38-----)DOLLARS IN FULL OF THE AMOUN,T AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA MADE AT No.-----"'6~3_-_'7---'1'-----'1"-1"_4_=_4_"___ WITNESS MY HAND AND SEAL THIS~'-"-A-''tl'__z~~''_.·(''-}DAY OF WITNESS._£}~,'.L.-"='j'LV=-:J-,-yJj-=-@--"0,,--7L-=--=u~,,-,-'_-=--------.__ de'over W.8282 May 19~. Mellon National Bank and Trust COITlpany, Trustee der Insu ance Trust AgreeITlent B .~.SEAL ~ NO.63-71-1144 OR~HANS'COURT Deferred Compensation Agreement $40,101.35 ESTATE OF THOMAS O.HAUCK Cash advance9-per Audit Petition Principal Cash) Income Cash ) (Include s demand note s Audit Petition) 3,000.00 15,233.32>:< 1,013.71 per $59,348.38 DOCKET PAGE _ l"n >:<Include s additional advancement during March 1972 of $1,000 principal cash. -(j) O...J,.;...:;...J -RECEI"PT-: ':!. C.--,FROM i -'~'c'J-i. -<0.. '.::::> c' Mellon Natipnal Bank::and TrustoU..,0 -j) Company,=r'ruste.-:e ,,I '"': "'-l---~,TO c-::3.= •...,., 1 Mellon National Bank and Trust Company,Executor FILED 19__ .''J Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTION.S COUNTY OF WASHINGTON . IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of .the.Inheritance.an!i .Estate J'ax J\ct of HI6L) ___~~:;~;~::~~:o~_______}~::UA:;:OF WASHINGTON ADDIINI8-'FM-'EQBLateof...County state of .,...... County of PENNSYLVANJA :.}ss: ......WASHINGTON.. A:i::'lie.:.W.•......ot.t,.....Trus.t...Office.r.,.....Me.llon....NationaLBank....and....T.rust....COIDpany,..... Administrator of the estate of the above-named decedent being duly sworn,depose and say (Month) Name and address of attorney or} other authorized representative to whom all correspondence should be mailed, Decedent'dJed .December ..................9 ,19 9.7.,J testate leaving a last will,copy of which is hereto attached,} (lIay)(Y~ar)L::::R:st:e:sta:te: M~1:L()Il:NE!-t:LgIl91.:E3E!-M®<'l,.'r.:r.v.:et..G.Q);@E!-IlY..... S•.MainSt.,&Cherry Ave."Washington,Fa......... Th t h Co Executor d .t'f 'I''th th if'f 'd t t d thaassuc::-.....................................eponen IS amI lar WI e a aIrs 0 sal es a e an e property con- (Executor-Administrawr) stituting the assets thereof and their fair market value, That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,Or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION ...THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT Donora Office of Mellon National B8nk and Trust Company Joint with Laura J.Hauck Wife That the contents of said sare deposit box or boxes are itemized under Schedules or this---return,with the exception of the folloWing,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth full v and in'detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee.,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each or said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at t,l1e,.time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other institutions,whether individually,or in trust for any other person or'persons giving also separately the accrued interest thereon,if any,down to the last'''"~,intere~~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-/ deb'tedness of the Uill ted States to the decedent;all obligations,whether by statu.te or agreement they are designated as tax free,of the United States,or any state,or political subdivision thereo~or of any foreign country,~Which are owned at the time of death;all wearing apparel!jewelry,silverware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all other personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated market value thereof;all bonds and mortg8ltes held by decedent and of all claims due and owing decedent dt the time of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,With interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons ror such depreciation-as to each item;all moneys payabl"'J to the estate from life insurance polici'es carried by decedent;all annuity and endowment contra~t5 thO!> proceeds of which were payable upon the death of the decedent;and all the corporate stocks and divld",nds due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market v alue thereof at such time. I I <','L In the case of securities of close or family corporations,the values reported are as far as possible substanti.ated by financial statements of the corporations,showing the assets and liabilities thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the qharacter of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.It should also set forth in itemized form,together\..wi th the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto tl,nd made part hereof sets forth a true answer to each inquiry contained therein and in the case of transreriS ofproperty,real or personal,within tWQ years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by.each transferee and all-other facts,of a pertin~nt nature regarding said transfers•.J In the case of transfers ',intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a copy of the deed,trust agreement or other inst~ument creating the trust.Ther.~is also set forth in said schedule a list of all property,real and_personal,with its value,Which passes at decedent's death by virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint- ment vested in decedent,either individually gr jointly,by the Will,deed,or other instrument of another, with a copy of the instrument creating such power attached to the schedule. ',-'--. That Schedule D attached hereto find made part hereof sets forth the names and addresses of all persons beneficially interested in this flstate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annu~tant~and beneficiaries for life under decedent's Will.It also contains a statement shOWing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary. That Schedule ~attached hereto and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly With another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition ()f personalty,plus the name,address and relatjonship"if any, of co-owners to the decedent.''r That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fUdiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and Impaid at time of ~.death;taxes accrued charge.able for period prior to decedent's death (except ,those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for Obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estim~ted amount claiming and allowed,that the same will be reported to the Register of WillS,and that the amount of tax assessed can be reassessed in accordance therewith. Mellon National Bank and Trust Company ·(]Jy}~d_T;:;~;;-Offi-;;~r .9..~Me:t.P.:.9.:t:.~~gh~.r..r.y.AY.f;..~. (Street Number) .WI:t.l?ht.p.g:t.Qp.J ?g@.eyJ..Y.I:t.P.-.tJL . (City (Y('Town and State) "en,"E",and "F"as directed therein,.That the totals of the appropriate columns in Schedules "A","B", have been carried forward and properly registered in the Summary. ~'.'-, Sub~cribed and sworn to before me this .. " ................;;<..~..?:s!:day of ~1L 19..f.!.. ................................:d.~?fl P~~..(((~b .,\ gfor::'\.r,t ':AN I:JR!{,Notary PuM(c' \liaS,LflJ[1,,,·i'-~:lhJ;to.,COtl~tYI Pa. My CJ!;1!lI;s::on F.xpiresQctober14,1970 NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or ramily corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that colwnn #1 in the "Summary"has been properly completed as above-directed. ,. RCC-34 (1-64), COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE' BU~,{EAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDUtE "A".. ,REAL PROPERTY L.-_ Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property heid as joint tenant or tenancy by entireties,report on Schedule "1::".Property ht:'ld by the de,cedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commo!,1wealth of Pennsylvania should be (1)(2)(3)/ described by lot and block number,street and street number,together wi th DEPARTMENT a general description of the property,with a reference to the record of the ASS!:SSED VALUE VALUATION conveyance by which the decedent took title;If a farm state number of a-FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encum~rancesupon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEATH In this space)to be listed on Schedule II Fit and must not be deducted from this schedule. Residence property situate at 300 Highland r )9,;2.0Avenue,Donora,Washington County, Pennsylvania $l4~f-,y-<1 ...-5"Titled in the joint names of Thomas 0,!5 Hauck &Laura J.Hauck (Wife).,...;271~~¥~~~U~ Insert this total opposite "real property",Schedule "A"in the X X X X X "As Reported"column on the last page of this return. RCC-35 e COMMONWEALTH·OF PENNSYLVANIA -TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Intarigible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and fUrnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,..stocks,"mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. --...,.---,.-------------------..,.----.,~-----T'"""-------- Item No. ITEM List and describe fully UNIT VALUE ESTIMATED MARKEl'VALUE DEPARTMENT VALUATION (Do not write in this space) Cash,etc.,per copy of inventory attached hereto:$84,647.77 Less Veterans Burial Allowance 250.00 84,397.77 Jointly Owned Property: 354.37 913.06 84,000.00 4,425.00 I) 277.~ 7 Shrs.Texas Gulf Sulphur Co. Common @ 130 7/16 Donora Office of Mellon National Bank and Trust Company Savings account 15 Shrs.Wickes Corp. Common @ 23-5/8 210 Shrs.Donora Lumber Co. Capital @ 400. Income tax refund for 1967 Household goods at residence All the above items owned jointly with Laura J.Hauck (Wife) Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. :x;X $84,397.77 RC~;36 .CmmON'\K\LTH OF PENNSYLVANIA T~\NSFER INHERITANCE TAX ~~SIDENT DECEDENT .. SCHEDULE "c" TRA.NSFEIlS (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)No (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.LlIJo,OL-__ (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.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)No (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?_ (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)No (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)No (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 prolnise to pay income to or for the benefit of care of transferor?(Answer yes or no)-~1~~o~--- (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserved power to alter,amend,or revoke,or which cOllld revert to decedent under terms of transfer or by operation of law?(Answer yes or no)_~N~o~_ (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)_ NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which prOVided in Schedules A,B,or E. ITEM DESCRIPTION Decedent created a revocable insurance trust with Mellon National Bank and Trust Company on February 2,1960. (Proceeds of insurance not taxable). MARKET VALUE (Estimated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. RCC-n (12-63) COMMONWEALTH OF~PENNSYYLANIA TRA~SFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" BENEFICIARIES •.".' ( h BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimate·children DECEDENT OF BENEFICIARYaveaninterest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Laura J.Hauck Wife Yes 9/21/25 * Donora Pa.. -.._., *Automobi le (35800.00) Formula Marital bequest outright; Income rom residuary esftate for ife with emerQ"encY clause coverinIQ"use of c brnus for maintenaince and smJDort. - Succeeding income beneficiaries and/or remaindermen: n "If':r>h-;1t'l'Y'<>1'1 FInn/or Q"rFlnn chi 1nrF'n 'P'Y'n,r-i <=:-;n1'1 f'n'Y'•'O"<>1'1(,-;<><=: -- , ! The above schedule refle cts the di positive te rms of dececent l sWill and ~,r><>"'.t.o whi (~h his res'duarv estate is bequeathed.I , " .._. Deponent further says that all the above-named beneficiaries are liVing at this time except below: NAME DATE OF DEATH RESIDENCE (Executor-Administrator must complete "As Will ~No. II Reported"column #1.) A£l:mi:B~Year ...... f ':r)II CJ >-3 ""C ~,........ro ro'--0 ~....E-1i iiDlTHEVl::l '"'"'"0>+>::l ""C>-3 ro E-....~IATTER OF THE APPRAISEMENT ~....0.VlIlp"3 >:""C"g05~-II c-........ OF THE CD ,*.g ~ tr1 ro 1""1'r_...._.... ESTATE OF I I ~,t',,,,,,to 'J Vl ,...II .. r ,-.....'<~ "I "..',.·-:...S .....ro II , .Thomas .0 ...Hauck II II ,-Dec.eased Late of ..D()n()I'?-. ..J ,-II en County of ......Washington ~".c:: ~II \ ~ Commonwealth of Pennsylvania II >-~--....-....-..~II ..W en trJ()() ..J II ?"?"?" REPORT AND APPRAISAL o b8 >:;:;:------ ~~-GO~~~II euII --..>-.)"'0:>'0:>'"'.j:::"''.j:::"'~..-..,..,..ro_:lJJ :lJJ '2-,"II :\0 \0..):-...:]:-...:].........:.:.(t -...:]:-...:]c... *II :-...:]:--.:J - ~.¥-GO ~-00 ~ ~"..~>-..~':r."\,:~:tJ:':t~·.~~-;--,,,'~~II r-~~3-.)II ',~:~,:'~~ ,~.'~.r.c.... ~,~' RCC-BI (2-64) •.·e~MMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT MELLON NATIONAL BANK &TRUST CO. (Ex~cutor~ IN YOUR REPLY PLEA8E REP'ER TO 37-77-8 J In Re:Esta te of ..-.:T.:.!H::::o~MA2.S=:....:O~.-,HA~U~C~K::.-_ _____~W~AS~H~IN~G~T~O~N---__....County - F He No.9494;-221 You are hereby notified that the prigina1 appraisement in the estate of Thomas O.Hauck has been filed in the office of the Register of Wills qf Washington County on December 17 ,1968.Said appraisement reflects the folloWing valuations: Real Estate -_--""""':""~~:--:~- Personal property __--~8~4~.~3~9~7~.~77~-- Transfers ___._-_-------,..._ Tota1 ,Q,81'l-,...,3J,.;9Z-47~.-t.7-i-7__ As to such tax that is paid within three months from date of death,a f~ve (5%)percent discount is allowabl~.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aBgrieveq by an appraisement may appeal therefrom as provided by law. Date ---.:D::.::e::.::c:..:::e~mb~er~1~7L...........1!:..9::.::6::.::8::.....,._ Title W.R.CHAN1Y, DATE OF DEATH:December 9,1967 Note:This is not a bill. " ~CC-39 (6-67) #''-OrolMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT •,HAUCK,THOMAS O• FILE #9494-221 December 9,1967 SUMMARY I.the unrlersigned #63 Washington the real and personal opposite each item in FILE #9494-221 Dated:12-W-68 12-09-67 YlEPOHT OF INHERITANCE TAX APPRAISER r1uly appointed Inheritance Tax Appraiser in and for the County of ,Pennsylvania,do respectfully report that I have appraised property as reported in the foregoing return at the values set forth the last column to the right in Schedules "A","B",and "E". RRPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for _ County,Pennsylvania,do ""spe(:tful.l.y report that I have allowed deductions in the amounts claimed by deponent,eXC(~l)t as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated: REGISTER OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$$------8/j.,397.77 84,397.77 INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) J oint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities . . . • • • . . ESTATE TAX ASSESSMENTS _8k.,3.97 .77 ======.~-'- $--- ~------ 84,397.77 =====.-======:= COMPUTATION OF TAXFORUSEOFREGISTERONLY Tax on $•__!'}~1a ~_ Tax on $._,_101o~~_ Tax on ~.__G:J%_ Tax on $.__lfi%$_ Exemptions :=(:::) Total Estate __ TOTAL TAX $_ Less tax previously paid *==~=====:==.~__ BALANCE *---,- Less !'}%of tax if paid within 3 months after death $=====1= (:::)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. iJALANCE OF INHERITANCE TAX DUE ~---~--- Add interest at rate of 6%from to $---------AMOUNT OF ESTATE TAX ASSESSED *_ Estate tax paid ~__ BALANCE DUE $_ Add interest at rate of 6%from to $~_ TOTAL TAX BALANCE $_ PAID $ FOR USE OF REGISTER QNLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,same should be noted below,with short explanation. Will l Administration ~No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF .THOMAS.Q.HAUCl\.··D~·~~~d Late of ..DONORA . ·e County of ..WASHINGTON. Commonwealth of Pennsylvania REPORT AND APPRAISAL - .-' ,< "DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG,PENNA.J 7 J27 •• I-<eMONWEALTH OF PENNSYLVANI RESIDENT INHERITANCE TAX" APPRAISEMENT DATE p.~.~.~J.l:l1:>.~.~:J..:.7.1 :J..:.9.f>..~. -COUNTY Y.l..~.~.~~~~.9.~. FILE NO 94.94.::.??!.. Whereas..~.h.9.mg,§Q.t 5.g,:Y,9.k late of P..9.P.:Q:r.~.. in the County of W.~.~.h.~t.~:m Commonwealth of Pennsylvania.having died on the 9.t.h day of p.~.c..~.m."b.~r.19..67 seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I W.R.C.baney ,an appraiser duly appointed according to law. h "ng b d"gn t d t k f " d i bl t f th ·d t t d t d fiaVIeeneSIa e 0 rna e a aIr an consc ona e appralsemen 0 e sal es a e.an o assess an x the cash value of all annuities and life estates growing out of said estate.hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent afterItheexpirationofanyestateforlifeorforyears,the Commonwealth hereby expressly reserves the right to appraise and assess transfer I inheritance taxes at the lawful collateral rate on any such future interest. I Unit AppraisementDescriptionofAssetValue.Made for Inheritance I Tax Purpoles I i $ PERSONALTY: Cas9.ets.,per copy of inventory attaced hereto;~,647.77 Less Veterans Burial Allowance 250.00 i ~1....197 .77 81....'N?77 I Total 84,397 77 , , ! form~~V;::~hb;:;::~~.worIl~/~~l~~.~:;~e;;l?;~~~r.:e~nt.~:;i~~?"J....Appraiser ;?V~Lr~~~;i.;::: "---- ...............WASH.ING.'l'QN .County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of THQ.Mf\..g .Q~WWQI<:.. Deceased. Late of DONORA Date of Death,p.e..c.e.mp..~r..9".l9.6.7 . Appraisemel!t Docket Vol.,3.7 . Page,...7.7.~.$.No 94..94.-:??+.. Filed in Register's Office,.D.e.c.ember...l7.,19...68.. Amount of tax due,$, DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal f,.om Appraisement,.. Entered and charged,<.':::. e'( e- ~ ., .-' ,. /~ No.11440£1971 STATEMENT OF DEBTS AND DEDUCTIONSCOUNTY L3- AND AGENT OF THE COMMONWEALTH Form RCC·IO •OFFiCi OF THE ..!l'lEGISTER OF WILLS OF WASHINGTON ESTATE OF _-=T::.:H=O~MA==S:......:::O~.~HA=.:=..:U~C~K~__LATE OF __D--,o:..:.n.::.o~r_a..!.,_P_e:..;nn=.::.s.Ly.=lv..:....:;a.::.n::;:i.:..;a _ DATE OF FILING APPRAISEMENT Dec.17,1968 OATs:OF DEATH December 9,1967 18 19 8 .Tan 12 191 Sent 27 19tj9 .T;:Jn 24 AMOUNT 1,000 00 20 00 10 50 12 50 15 00 15 00 s: 44 00 REMARKSNAM£OF PAYEE l71/1~/68 FilingInventory 18.00 1 24/69 Certified COpy of Wi1 7.50 s.Barrv Anderson.Esquire:lp..ttorney's fee Chattaway Agency:Appraisal olf real estate Rudolph Svrcek:Appraisal of r~al estate MellonpNational Bank and Trust Company:Reimbursement fortriptoittsbure:h to qualify wit esses to Will The Valley Independent:Adver ising Grant of Letters Family Exemption:Laura Jane Hauck,widow Washington County Reports:L€gal advertising Register of Wills,Washington (l-ounty,Pa.:Court costs as fo11O\ 1/10/h.p..I:-,..~.,.,t-nf ~'R anrlBiy Shn-rt CP-rt;-t'"·._L '1=/$1P...50 NO.OF VOUCH"" 25 25 19 DATE 19 9 Sept.22 July q9~~7i~?~Payment on account ~1,500.00 I "Sll .hY Pavment on account 1.500.00 9(24(70 Payment on account l,uUU.UU 9/27/71 Balance in full 500.00 4,500 00 I Oct.26 Mellon National Bank and Trust Company:Compensation as Co-Executor 9/27/68 Payment on account :P1,500.00qj~()-'hP..PamY'lent on account 1.500.00 9/24/70 Payment on account 1,UUU.UU q"'7.7-'71 Pavment on account 700.00 10/26/71 Balance in full 45.00 4,745 00 1918 Jan 3 22 I 29 Mav 10 11168 Jan.19 19 22 Charleroi-Monessen Hospital:Balance due St.Charles Chur ch:Funeral Lawson-Rabe Funeral Horne::E uneral services Kurtz Monument Company:Gr.ve marker L.Jane Ha:u.c.k:Rejmb\lrsemer.I"for payment to Hell 'd.',elephoneCompanyof.l:-'ennsy!vanla Bales Auto Supply:Merchandis~ Penneys':Merchandise L.Jane Hauck:Reimbursemen for Klchard tlauck,one-thlra!':h~,...,r"h ....;c:t1'Y'l::lS aift to Thoma::Hauck's mother $105.00 16 50 25 00 2,188 30 235 00 27 11 27 86 - 58 13 Columbia Gas:CIiarges .g,~.uuW-o "t--Po.,.,.,.,-Pnm.,-r Cnrnnanv:Cb arQ'es 41.23 Kaufm~nns'.:,Charge 1't {•c.:::>I:-.;"YY">h.,·.!':.C n.arp'e 10.15 401 63 22 S.Barry Anderson:KelmburSE ment tor payment to J.''IlatlOlli:U A"YY">h"lance Service.Incorporated 25 00 COMMONWEALTH OF PENNSYLVANIA } W h ·t 8."COUNTY OF as lng on . I,Arlie W.Ott,Trust Officer,Mellon National Bank and J~~B~tC~~I~~;'~f.TO THE BEaT OF MY KNOWLEDGE AND BELIEF,THE FOREGOING 18 A JUST AND TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSD 01" ADMINISTRATION SUBMI!TEtI TO THE EST"TE OF Thomas 0.Hauck ._7()'E EA~e~/AS DEDUCTIONS FOR INHERITANCe:TAX PURPOSI.:.S.~''A ~__ \..-,;~.-(L.$.1 SWORN AND 8UBSCRIBEC_SEFO~-E ME THIS !9'u,-,DAY Of' Novem.~r_._.£)!:-.LL ,Trust ,Office'r ---4..at1.At..J.~~.~/.~c1 I .,4e:-,<. Notary;F"hblic li~'~llES P.MDEDiTH,Notar'o'Public~lashinglon.Was~inl In County.P.a. My Corr .js~ivil Expires January U 1975 Feb. Mar. July .. 22 5 31 18 L.Jane HauckLReimbursement for payment to The Bell Telephone Company of Pennsylvania L.Jane Hauck:Reimbursement for payment to J.C. Penney Company Frank W.Bora,M.D.:Professional services rendered David Hauck Donora Lumber Company:Balance due on insurance pre- miums advanced $55.35 64.93 45.00 793.24 -2- $14,325.05 "V \. •"...-. ~;J :::::J>'"!'n r::(n C)(j' (.0 (, .'-~'~l-,t," -,-..._J c" ,. -.,... L-=>..-:.::.. ;i J, P. IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA. In the matter of :bhe Audit of Account filed in the Estate of 37-77-8Docket )Date of death_----'/~:2_-_f_-_G_7!___ \NO..11.l±4 of 197:}.Term,19B-,A.A. I )Deceased Hauck,Thomas O. TO THE AUDITING JUDGE: Enter my 'appearance for the Commonwea~th of Pennsyl~a<nia.claiming tl'ansfer inheritance tax in the above estate,as follows: DR. To appraised V1alue of Estate:Rea1ty_________---$_ Personalty ..$_---'£u----/--~~2~9~7-.----:-1-.:.7 _ Additioll!al Assets per Account,Subjeot 'to Tax --------------------------------$_ Additionall Assets per Audit,Subject to l1ax ___$_ $--------- $~- TOTAL DEDUCTIONS,$ $------- $------ $------- $------- $--- ) I ) GROSS VALUE .$_--?fl~~~--=-S~9-~7-=-,,--.:.....1-!.7:..--- $_--LY<;()7,~'S'_ Additional Debts and Expenses per Audit CR. Debts and Expenses per Account;see Note ~---- )-- CALCULATION Gross V~Uem _.a Lf)f 7,.R_ Less Deductions ,~~)'5'. Clear VaJue __r uu-J,,-__V"__'_ Gq q--1 rI l.-L.- y $-------- I ~9'i,?~, -----------------------------------------------------------------------------------$------------ Tax- able at 15% $ TOTAL TAX AND IfEREST DUE --------------------------------------------------$ r I ~~\-::7J <$.vtp l(jL..,~p(J 7-~~ -.,~971 ~.:5//97;l.J~~~ Less amount previously pa1id_______________________________________________________________$1 ~(}'tJ,&4() J f 9~2/Balance --------------------$__~--~-- Interest~yrs.Lmos.J?days @~%$,7~fO J-3 7,c,. Total Tax _1//r~.Ot) 10,0 r:; /c?tJ cJ •O.C) $ $ $ NOTE:The following credits claimed in the Account are held not deductible a's against the tax: -,JJ;;~?'''7r.-------lOx.! ---5 -I-v~able----=-~)-- $-------- $------- TAX PAID ON ACCOUNT £:L,(,i~ --r/r/'!t-r .L.1., " .~ " ~.. No.•Tenn,19 __,A.A. ESTATE OF Deceased PRAECIPE FOR APPEARANCE FOR COMMONWEALTH OF PENNSYLVANIA ~5 R C C-49 (8-7 \) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION HARRISBURG,17127 PENNSYLVANIA ESTATE TAX DETERMINATION IJT cf-.l...,d., WtUJ,"J''''COI4-l''1 J flit..'''1'''1,2.1.1 Date :rn ~"i I 0 Estate of:-rh~mq~0 Hauc t< Date of Death --.D ec q,/1t 7 County 'LuqJ h IVI 1-(IJ h Bureau File No.qi'tf,.j)....l--- 1.Taxable estate per U.S.Estate Tax Return,Form #70~,FlffllljO.l'll2.., 2.Taxable estate per final change in Federal Return dated duh '-}.,,~1j711 ~ 3.Amount of credit for State death taxes. IIL/'-I-f 7/ orrr 37-7 7 'K' $gy J.73:7! $AC.cefST~.L q ~ FII -eeL,.no c..l-aWft. As shown on return form or final change notice ($ ---.- As verified by computation 4.Penna.Inheritance Tax due and/or paid--- 5.Normal Inheritance taxes paid to other States 6.Total Inheritance tax credits (4 +5) 7.Total liability for Penna.Estate Tax (3 -6) $1.3 '17 .t" Alo ~e... l~77,ll:,. 8.Less:Previous payments on ajc of Penna.Estate Tax Date of payment Amount of Tax pa id $,------ Amount of Interest paid $,------- 9.Balance of Penna.Estate Tax due (7 -8) 10.Interest due from to @6%per annum 11.Balance of Penna.Estate Tax and interest due as of ----------$===N=o:::::N=e-..=== Prepared by Reviewed and approved by _ (NAME)(TITLE)(DATE) ... l 00- ~3 90s 1 390~:~ I \1 0 0 0 o 0 2 0 o 0 1 0 5 0 1 2 5 0 1 5 o 0 1 5 o 0 4 4 o 0 4 5 0 0 o 0 .4 7 4 5 o 0 1 6 5 0 2 5 o 0 2 1 8 8 :3 0 2 3 5 o 0 2 7 1 1 2 7 8 6 5 8 1 3 4 0 163 2 500 5 535 6 4 9 3 4 500 7 9 324 2 6 0 0 5 850 144 0 9 5 5 ;~ AFFIDAVIT OF EXECUTORS STATE OF PENNSYLVANIA) ,)SS.: COUNTY OF WASHINGTON) Personally before me,the undersigned authority,a Notary Public in and for said County and State,appeared LAURA JANE HAUCK and ARLIE W.OTT,TRUST OFFICER. of MELLON NATIONAL BANK AND TRUST COMPANY,who,being duly sworn according to law,depose and say that LAURA JANE HAUCK and MELLON NATIONAL BANK AND TRUST COMPANY are the executors of the estate of THOMAS O.H.i\UCK,deceased,that the following schedules constitute a complete inventory and appraisement of the real and personal estate of THOMAS O.HAUCK,deceased,except real estate outside the Common- wealth of Pennsylvania;that the figures opposite each item of real and personal estate in the following schedules are determi.ned and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the above named Executor s. Sworn and subscribed before me this 8th day of November 1968---------------- /s/Anne Verbich / s /Laura Jane Hauck I I Notary Public Laura Jane Hauck / s /Arlie W.Ott Arlie W.Ott TRUST OFFICER of MELLON NATIONAL BANK AND TRUST COMPANY EXECUTORS ESTATE of THOMAS O. HAUCK,DECEASED INVENTORY AND APPRAISEMENT of the goods and chattels,rights and credits which were of THOMAS O.HAUCK,deceased,late of 300 Highland Avenue,Donora, Washington County,Pennsylvania.taken and made in conformity with the above affidavit. PERSONAL ESTATE SCHEDULE $332.61 86.97 Christmas Club Accounts: $120.00 120.00 Mellon National Bank and Trust Company Donora Office Checking Account No.211 -1919 Balance 12/9/67 Less checks cleared subsequently Mellon National Bank and T rust Company Donora Office Proceeds of the following No.9004107 No.9004108 $245.64 240.00 Donora Lumber Company Credit balance -accounts receivable $7.99 Donora Lumber Company Net salary for period ending 12/20/67 Director I s fee,1967 Christmas bonus Treasurer of the United States Veterans burial allowance Hartford Fire Insurance Company Refund of unearned premium on Policy No.AAA-401951 $393,,54 300.00 I,500.00 2,193.54 250.00 9.25 Copy of executed Deferred Compensation Agreement with Donora Lumber Company in the original amount of $96,000.00 Discounted value 12/9/67 1961 Ford Thunderbird Coupe Total Personal Property Appraisement REAL ESTATE SCHEDULE REAL ESTATE IN PENNSYLVSNIA None MEMORANDUM OF REAL ESTATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA None - 2 - 80,901.35 800.00 $84,647.77 INVENTORY AND APPRAISEMENT IN THE E§TATEIOE'~i j,I .•!1 .'.',-~I THOMAS p.I;;IAUCK, 7Z APi??~Pi;3 3' DECEASED RU':'::;~"I ' •,;III r•""tj I U .j(1='r./(::r":,("F ".Filed NovertibervlIZ·'"'J ~IIL<li£8 \'(AS (\I[4 L;f Ci U ({O ..PA-: Attorney:S.Barry Anderson,Esquire 617 McKean Avenue Donora,Pennsylvania \: ," ","':'. .'>.}• "':~.r " \.••1 .' ,\ ,.: I,THOMAS O.I-lAUCK,of the Borough of Donora,County of.~ Washington,Comrnonwealth,of Pennsylvania,do make this my Wilt,hereby .revoking any and all Wills at any time heretofore made by me. FIRST:I direct.that the expenses of my last illness and funeral be paid out of my c'state as soon as may be convenient after my death. SECOND:I give and bequeath to my wife,LAURA JANE HAUCK, all tangiblepers ond property,including but not limited to hous choI.d goods, furniture,furnishings,bookf.;,pictures,paintings,silver,chinaware,jewelry, automobiles and pexsonal effects,if any,which 1 T.1.1ay own at the titne of my ,. death,together with any policies of insurance thereon;PROVIDED,hov/ever, that if my wife should fail to survive me for a period of sixty (60)days,I give ,and bequeath to HlY surviving children so mUCh.of said property as they or the person having custody of any of them may select,in such shares as they may determine,and the rest of said property shall be sold Gl.nc1 the proceeds added to my l'csidu2.ry estate.In the event any of my children shoul.d then be a minor, I authqrize my Executor to deliver such minor's share Df said property,without bonel,to the person having custoc1y of such rninor,and the receipt of such person shall be a complete discharge of all obligations of Hi'j Executor with regard to such n1inor 1 s sharc of said propert.y. THiRD:All the rcsidue of my pl'Opel"ty,real and personal,and ..-.'~.~-~~-_--....---_.'".~._.........,---~-.._~--.;-----..,,.....•.;~._.._-,~.-".-.__.--._,~_.-_-..•..".~"'"•..•....'...''''__.. wherever situi:t'tc,I Bivc,devisc and bcquc2.lh to lvfEJ...LON NATIONAL BANK -AND TRUST COlvlPANY,IN THUST,to be acldcd to and fOTn1 a part of the trust or trusts under that certain Insurance Trust Agrccn1cnt all-cady c:rcatcd •by me and dated the_~<&day of__E~"~'LL(t__.'19 ~~0_, as amended hom tim'e to 6mc,whether pTior to or subsequent to the date of the execution of this Wi\.I.,or,in the event that such trus t should not be in existence at the til-ne of my death,to be held by saicl Trustee undel'and s'ubject to the terms and conditions of a trust,whic11 terms arld conditions shall be exactly the same 'as those specified in my aforesaid lnsul-ance Trust Agreement as it existed at the time of the execution of this my Will,or of the last Codicil hereto,with like effect 'as if said ternlS and conditions were set forth and incorporated herein verbatim. FOUR TH:Should my wife predecease me,I appoint her parents, ALFRED ZEFFIHO andELSIE L:ZEF'FIRO,guardians of the persons of my minor children. FIFTH;I appoint my wife,LAURA JANE HAUCK,and MELLON NATIONAL BANK ANp TnUST COMPANY Executol'S of this my Will,giving and granting to my Executors,in addition to the authority conferred by law,the, power to sell emy or all of my pl'operty,real or personal,at public or private sale,at such time and for sucli price and upon such tennS and conditions as they may sec fit,or .in fheir discretion to retain the same for distribution in kind, and the power,but not the duty,to invest any cash without being limited to Illegal"investrnents. iii!ij, I' f-i!t,..j!. f;, !~~. f<iiI~l{.,, ! .t iII SIXTH;If any minOT shaH be entitled to receive any property by reason of 1'ny dCZLth,wh~ther under this Will 01'by the terms of emf insurance contract ~r otherwise;with the exception of the tangible personal p]:operty given under Article SECOND hereof,I appoint l'1fELLON NATIONAL BANK ,--2- ___~_'_.'._·"·'_·__~""_"'·_""-·_-"__•·"""""__·Y_·""-'__·__~~.·_._""'.....-:....,..._·"..··"'·,·-..--.·•I..'lt"__•...---,__..,".··-_·,._·~..~.."..""'~-•....,.r-~....,..,--._-------------.--...--:...~"_..--.' I ----"~"~.-'-""-,"........:-...'.'~;-"-"'-~'~''''''..~....~...__.~_.._.•.......__.._..•__~--,..,."'"...........•..• AND TH UST CO.MJ?ANY guardian of the estate of 5tiid 1'oinor as to such pJ:Opcl'ly,giving and granting to such guardian,in addition to and not 'in limitation of all pov/Cl'S conferred by law,the foLLowing specific powers,to be exeTcised in its sole disere'Lion and without,order of court:to retain in kind any such property,l'cal or personal;received by it from any source;to seU any such property upon such tonns and conditions as it believes advisable, giving good titl.e to any real estate thus sold;to invest ancl reinvest in such stocks,bonds and other investments asH dcerns'advisable,without being limited to those investments in which.guardians are by law required to invest a minor's funds;and to disburse to or for the benefit of such minor so m,uch of the incorne from and tb.e principal of the minor's said property as it deems advisable for the minol"s eom~ort,wel.fare,maintenan.ce,support and complete education,including prepal'atory,college and post~.grac1uate or pl'ofcs sional' training. SEVENTH:1 direct that all estate,inheritance and other taxes in the natul'e thereof,together 'with any intere st thereon,becoming payable because of mydeath with J.'espect to the pJ:opeTty constituting my gross estate for dca.th tax puxposcsl whethel'or not such property passes under this Win,sha1.1 l)e paid from the residue of my estate passing under Al'tic1.e THffiD hereof;and no legatee or devisee or any person having a beneficial interest in any such property,whether lmder this Witt oT any Codicil thereto or otherv/ise,shall Cl.t any time be required to refund any part of such taxes'- In the absolute discretion of my Executor such taxes may be paid imnlcdiately', or the paynlent of taxes on future 01'relnainde r intel'e s ts rnay be pos tponed until the time possession th(;l~of accrues to the beneficiaries1 in which event ·,3- ,I '":::.:..:.--;......•."'..-,._.~----__--•.'-.......•.:..'. Buch taxes sJ1aLL be paid by the Trustee out of the principal or the trust subject thel'eto. IN WITNESS VIJ.-IEHEOF,I have hereunto set my hand and seal thi8_&~_dayOf._,,£,g.QM,!-'-e!:>L2'Q'-"':,__,19 _G_O_' ~) (\l'-"C",~..A,A 'l"""/",1 ~/ /IJ ',_~__-c-v.:::..-~_·...-_,'-'----'V'''_:.<,....r_'·,._fl..L2CUJJ:A:<-_.(SEAL), Signed,se,,~1ed,pubLished and declared by THOMAS 0',HAUCK,the Testator above ncul1cd,as and for his V!iI,1.in the presence of us,who,at his l'cquest,in his prcsence and in the presence of each other,have hereunto subscribed our names as witnesses hereto. ._,.-~- Addl'ess:~L:L""Sf:>~l&:::~k.y~C\.-L(L.:-:-..._ ..:....---d.~~2Y1J~\'>.f5_,-_.- .-'. A ./,19 ;;;,(.),----- \ THIS AGREEl\.'fENT r MP...DE this 0,/tf;day of FeS .r:'f..(.1J:t..c1j_./ ..~.::--------l-I By and Between THOMAS O.HAUCK,of the Borough of Donora, County of VI ashington,Comn1.o11\vealth of Pennsylvania,(hereinafter called the "Insuredll)and MELLON NATIONAL BAi\iK AND TRUST COlvlPANY.a national banking association authorized to engage in trust business in the Comrnonwealth of Penns ylvania I (he reinafter called the "Trustee It), WITNESSETH THAT WHEREAS,the Insured desires to create a trust of the proceeds of certain insurance policie s now in effect on his life,said policies being described in Schedule "A"hereto attached,which said policies are or will heTea.fter be made payable to and be deposited with the Trustee as beneficiary; and WHEREAS,the Trustee is willing to accept the trust and to hold as Custodian the policies during the lifetim.e of the Insured,all upon the terrns and conditions hereinafter set forth; .NOV!,THEHEFORE,the parties hereto agree as follows: .ARTICLE ONE (1-\)The duty and responsibility for the payrnent of pren.1.iurn.s and other chcngcs on any policies during the lifetirne of t1:o.e Insured shall rest solely upon.him,the only duty of the Trustee being the safcl,eeping of .f ·,e such policies as are deposited with it.The Trustee shall be under no duty to notify the Insured that any prernhUYl or other charge is due an.d payable. All options;'rights,privileges and ber13fits exercisable by or accruing to the Insured during his lifetinie by the terrn.s of the policies held hereunder shall be for the sole benefit of the Insured and shall not be subject to this trust.The Insured agrees,however,that he will not exercise any options which he may have under said policies whereby the proceeds would be payable to the Trustee other than in one sum.Upon the written request of the Insured, the Trustee shall execute and deliver such consents and instrurnents as l1'lay be requisite to enable the Insured to exercise or avail himself of any option, right,privilege or benefit granted by any of the policies. (D)Upon the death of.the Insure d,or at such later time as D'lay be specified in the policies,the net proceeds of an~T policies then payable to the Trustee hereunder shall be collected by the Trustee and held under the terms he reo£.The receipt of the Trustee for such proceeds shall release the insurance compar:ies from liability on the policies,and He insill ance companie s shall be under no duty to se e to the application of stlch proceeds. The Trustee may take all steps necessary in its opinion to enforce paym.ent of said policies and shall be entitled to indemnify itself out of any property held hereunder against all expenses incurred in taking such action . .P..R TICLE TVrO (A)The Insured or any'other person may increase the principal of any trust hereunder,\vith the consent of the Trustee,by Dlaking other policies of hfe insur2.Yice pa)'2.blc to the Trustee as beneficiary or by adding assets hereto by 'Will,gift,inter vivos designation of beneficiary ··2 - • or otherwise;PROVIDED,however,that only policies of life insurance lYlay be added during the lifetime of the Insured. (B)The Insure d reserves the right to revoke this Agreement. in whole or in part by written notice to the Trustee,in which event the . Trustee shall deliver to the Insured or his nominee the insurance policy or policies affected,together with sus:h instruments in writing as may be required to effect the purposes of the Insured.Such delivery of any policy ShetH relieve the Trustee from any lia.bility for the safekeeping thereof. Unless such revocation is rnade expressly dependent upon an effective change in the beneficiary de signation,it shall become effective upon receipt by the Trustee;and if the death of the Insured should occur before such beneficiary change becom:e s effective,any proceeds 'of insurance receiv'ed by the.Trustee shall be paid by it to the personal representative of the Insure d,and the receipt of such persona.l representative shan be a full discharge of all liability of the Trustee hereunder.If the Insured changes the designation of beneficiary of any policy,such act shall have the effect of revoking this trust ''lith respect to such policy.In the event of revocation of this Agreement,the Trustee shall be entitled to reasonable cornpensation,not to exceed the surn of ONE HUNDRED ($lOO}DOLL.fL.1=\S. (C)The Insured further reserves the right to alter or amend this Agreement by a proper instrument in writing,executed by the Insured end delivered to and accepted by the Trustee. A.R TICLE THRBE-.. 1£the Insured's wife,LAURA J..Al\JE PJ....ld..TCK,survives hine,or is presumed to have survived him as hereinafter provided,the Trustee shall p2..y to her a portion of the proceeds of insurance collected hereunclc~l'and of any -3- .J •• p I'upert)'which Jnay be added hereto £rom the Insured's estate (which,to- gcllter with any property which rnay be added hereto py others than the 11l~Hlred:is someti.rnes hereinafter referred to -as the "Trust Estate") having a value for Feclcl-al estate tax purposes equal to fifty (50%)per cent of the v.alue of the Insured's adjusted gross estate as :finally determined for •the purposes of such ta:>;es,less the value for such purposes of all interests in property and proceeds of insurance,if any,which pass or have passed to the Insure d's wife otherwise than under this Agreem.enL but only to the extent that such interests in property and proceeds of insurance are included in the Insured's gross estate for Federal estate tax purposes and qualify for the marital deduction.This portion shall be undiminished and unaffected by any death taxes.There shall not be allocated to this portion any property or t.he proceeds of any property which would not be allowed as a part of the marital de.duction. For the purpose of this Agreement,if the deaths of the Insured anclllis wife occur under such circulhstances that there is no sufficient evidence that they have died othe rwise than simultaneously,said wife shall be pre sUD1ecl to have survived the Insured,and any pr esumption of law to the contrary shall not be applicable. Al1 TICLE FOUn The re.st of the Trust Estate,or all the Trust Estate if the Insured's wife should predecease the Insured,shall be held.by the Trustee upon the following ternes and C oncEtions: (i\}The Tl'ustee sha_ll pay first frOl!.l priacipal t.o tI}C personal representative of the Insured's esta.te the arnount \vhich sCl.id personal . --4·· •• I "jJl:c;,;cnLativc shall certify as necessary to supplenient the estate in order Ii)pay all death taxes accruing by reason of Hie Insured's death,but not in 'IXCCSS of the pro rata sh2.rc of said ta;zes a.ttributa?le to the proceeds of il'fjurancc c?Hected by the Trnstee hereunder'~ (D)The Trustee shall hold,manage,invest and reinvest the ""III.of this portion and shall pay the net income (hereinafter called "Incolue") - Hilt!principal as follows: (1)During the lifetime of the InsuredI S wife,LAURA Jju~E Ilt\UCK,if she survives him.,the Tl:ustee shall pay the Income quarter-annually lu Iter or for her benefit. (2)After.the death of said wife,so long as any living child \II'lite Insured shall be under the age of tv.,renty-one (21)years,the Trustee IIha.U usc the InCOh'le,together with so much of the principal as may in(its lIjdollion be advisable therefor,for the welfare,comfort,recreation,support nlHl <..:clucation of the Insured's children.The Trustee shall have complete d II!t;rction as to how much shall be used for each child and may pay sums to Il'l~person having custody of any m.inor,without liability on the part of the 'I'I'u(;lce to see to the aDDlication thereof,or direct to or for the benefit of an)'... (Itil d.In the event of the death of a child,the T TLlstee is autho rized in its ali II "l·t.:1.ion to pay part or all'of his funeral expenses and to include his surviving i liliUt~in its use of Income and principal. (3)As soon after the death of the survivor of the Insured 2nd "in wife as no living child of the Insured shall be under the age of twenty-one (21) '/".\I':';,the princip2J shall be divided into as rnany equCLl shares as there shall I,,·,1'I 1 i'1 d'1""'ld .L"1".,li.cren o.tne ?J.su:re tncn lV}!lg anCl CLlI ren L{1Cn Cleceasec \'1110 nave lSSU~ II,r'I l',1 .."b ..,1 t l'1 th .t.\I'/lng,Sue 1.lssue to tctKC y representatlon tile S,1::1r..:::a \V.llC 1..e parEn -5- if living would have been entitled. (a)Any share so set apart for issue of a deceased chilc1.shall be transferred and delivered to such issue absolutely,per stirpes,subject to the provisions of the rnino l'beneficial'y clau se he rein- afte l'contained. (b)Each share set apart fo r a living child of the •Insured shall be held in a separate trust.The Trustee shall pay the Income therefrom.quarter-annually to or for the benefit of such child for so long as he shall live;PROVIDED,however,that at any time after attaining the age of twenty-five (25)years he may withdraw from principal such sums as shall not exceed one-half (l/2)the Diarket value of said principal as constituted on his twenty-fifth (25th)birthday or on the later division into shares,and th;;tt at any time after attaining the age of thirty (30)years he r.naY 'vvithdraw any or all principal reDiain.ing . .(c)If any such child should die before the complete termination of his trust,the remainder thereof shall be transferred and delivered to or for the benefit of such one or more persons,corporations or other organizations,exclusive of his own estate and creditori:j in such am.ounts and subject to such trusts,tenDS and conditions as said child may by his Will making specific reference to the power herein granted appoint.Ii said child should fail so to exercise this po\'\'er,the remainder of his trust shall be trans£erred and deliver-::d per stirpes to his surviving issue or,if there are none,to the Insulc d l s then surviving is sue;Pl\OVIDED,however,that any share thus accruing to any othel"child of the Insu.red shall be added to and becolne a part of the p:rincip2J of his separate trust he reunder,if the same is stili in existence .. -6- (4)If there should be no issue of the Insul"(;cl living .c..tt Lilt.;. death of the survivor of the Insured,his wife and his children,any shares of stock in DONORA LUlviBER COMPANY shaLL be transferred and delivered to the Insured's father-in-law,ALFRED ZEFFIRO,H living,and any other. unappointed'principal,including such stock if said f2.ther-in-law is not then living,·shall be transferred and delivered to such pe'rsons as,by the laws of Pennsylvania,would have been entitled thereto if the Insured and his wife, LAURA JANE HAUCI.(,had each been legally seized and possessed of one-half (1/2)thereof in his or her own right and had both died at that time intestate and d01:niciled in Pennsylvania. (C)In the event that any payments of Income hereinbefore authorized to be made to any beneficiary shall.be insufficient in the opinion of the Trustee to provide for the weLfare,comfort,recreation,support and ... education of such beneficiary and members of his immediate family;the Trustee is authorized in its discretion to use from ti111e to time so 111uch of the principal of the trus t fro:n1 which such beneficiary is then entitled to receive Income as rnay in the opinion of the Trustee be advisable therefor. (D)If a~1j minor becomes entitled hereunder to a share of principal,such share shall be retained by the Trustee;and so rnuch of the Income and principal as the T1'ustee may deem necessal;y for the rninor's welfare,comfort,recreation,support and education shall be paid by the Trustee to the person having custody of such minor,without liability on the part of the Trustee to see to the application thereof,or shall be applied directly fOl"those purposes by the Trustee,and Clny Income not so expended shall be added to and become a part of the princip2~t,to be invested hereunder. Any unexpended prir:cip2_1 and income shatl be paid to the minOT at rnCljoTity, If such T:>linol'dies eluring rninority,the niinor's share of principal and any undistributed Income shall be distributed to those persons entitled to recelVC his personal estate;PHOVIDED,however,that if any such person is then an -7- " ·e income beneficiary under any trust under this paragraph or any other provision of this Agreem.ent,his share shall be added thereto. (E)The interests of the beneficiaries hereunder shall not be subject to a'nticipation or to voluntary or involuntary alienation;a1!d the principal and Income shall be paid by the Trustee direct to or for the use of the beneficiary entitled th'creto,without regard to any as signrnent,order, attachrnent or claim whatever. (F)Income acc rued on any prope rty received by the Trustee eithe r at the inception of the trust or as an addition thereto shall be treated as incom.e and not as principal.Upon the death of any beneficiary of lncom.e, any undistributed Inc01ne in the hands of the Trustee held for such beneficiary at the time of his death shall be paid to the person or person.1O for whose benefit the principal producing such Income is continued in trust or to whom it is distributed under the tern1S of this Agreement. AR TICLEFIVE In the adrninistration of the trusts herein created,the Trustee ~hall have,in addition to and not in limitation of any authority gi'tl to it by law and without the necessity of obtaining the consent of any court,the following powers:to accept in distribution of the Insured's estate and to retain investments and property which are·a part of the Insured's estate, or to purchase thenl frorn the InsurecPs estate if fUIlcls are required to pay debts,taxes and expenses of adrninistration;to invest and reinvest the prillcipal of the Trust Estate L'l any kind of property,real or personal,\vithout being restricted to investrl1cn.ts which are legal for trust funds;to give options for -8- ·e sales,.leases and exchanges;to bOT1"OW money;to seil,pledge,exchange or.lnortgage any real or personal.property;to cornpromise clEl.ims;to lease real or personal property for tetnis exceeding five (5)years;to join in or oppose the rnerger,consoliciation,reorganization or readjustment of the financial structure of any firrn or corporation in v/hich the Trust Estate may have an interest;to carry securities in the name of a nominee;and to distribute the Trust Estate either in cash or in kind..If any shares of DONORA LUMBER COMPANY stock should be added to the Trust Estate,the Insured believes that the same should be retained in kind for distribution to his children.Therefore, he authorizes,but does not direct,the Trustee to retain the same for so long as it deems advisable,without any iiability for so doing. ARTICLE SIX (A)The Trustee may resign at any time during the lifetime of the Insured by written notice to the Insured and,subs equent to the death of the Insured,by petitioning a court ofcompetent jurisdiction to designate and appoint a successor corporate Trustee.At such tinle as the successor Trustee shall accept the tn.lst,the Trustee shall deLiver to such successor Trustee the securities and other property then constituting the trust or trusts hereunder.The receipt of such successor Trustee shalt constitute a full and complete release and discharge of the Trustee hereunder.In case of the 111erger or consolidation of the Trustee,the resultant cornpany shaLl become succesSOl'Trus tee heTe1..mder without notice to any party. (B)Every successor Trustee shall have all the rights,poweTs, titks,privileges <''.Dd duties,w}le thel'dis cretionaTy or othe rwis e,herein given to the original Trustee and shall be subject to the sarne reservations, liInitations,tcrrns and conditions. -9- • AR TICLE SEVEN The Trustee shall be entitled to re-ceive annually compensation" for its services hereunder 1n accordance \vith the schedule of conlpens'ation of the Trustee currently in effect when the services are per£orm.eel,but not in excess of such COIYlpensation as would be approved by a court of competent jurisdiction. AR TICLE EIGHT Whenever used in this Agreement the singular shall include the plural,the plural the singular and the use of any gender shall be applica ble to 0.11 genders.As used herein,the tenD "issue"and sim.ilar terms shall include children adopted before the death of the Insured in all respects as if they \-vere the natural children of the adopting parents. WITNESS the due execution he reof the day and year afore said. Signed,Sealed and Delivered in the Presence of: ..J.:'l. MELLON NATIONAL BANK AND TRUST COlvlPA....NY AT.TEST: {~l":",:.-.':\:"""\\~''''';'~"'~~":=.:.,\:"',~'\..~...."-~'.'\~.'=L..-__ Assistant Secretal'y' r' -10- ,------- COl\'L!\'iON"Wl~ALrl'HOF PENNSYLVANIA) .} COUNTY OF } ss: J },-1 C) On thi.s,the_~__k)day of__./-,-(~),,;"'\':,t.u:uu_,.,-,,-__~_,19 ..,0, J before Jlle,'a Notary Public,personally appea.red THO}\'1AS O.HAUCK, knO'\Vll to me (or satisfactorily proven)to be the person whose name is subscribed to the within instrum.ent,and acknowledged that he executed the saIne for the purposes therein contained. IN 'WITNESS WHEREOF I hereunto set my hand and official seal. ts-lySUt~D_.-Chi-tv~L Notary Public C~')i\GTi:EA ·c~~;_.;~~~!!k-~7'_rs-?::~':~ i i~~:':~;~~i'~:':"".";,i:?:/':T:.c:~~'1:t·.:'~?',. f..-''';<~!:;,;'£~;~';.'r:::):i~'; r ..::. COMlvfONWEAJ....TH OF PENNSYLVAl\TIA) )ss: COUNTY OF ALLEGHENY ) On this,the J..'..:::--,9 _day of before m.e,a Notary'Public,personally .kSs\'" 'who acknowledged hirflself to be a:1Vice President of lViellon Na.tional Bank i n ~S~~_ and Trust Company,and that he as such Vice President,being authorized .~. to do so,executed the foregoing instrument for the purposes therein l--SS r·1cOl1r.dned by signing the name of the Bank by himself as Vice President.-A IN WITNESS WHEREOF I hereunto set my hand and official seal. ..~..,"...... .~~'-_.::. ,',." ...~..'.-~.:~. r-.':~.':..:,...-._. " SCHEDULE IIA't EQUITABLE LIFE ASSURANCE SOCIETY OF THE U.S. Policy N.c.12 939 342 in the amount of PRUDENTIAL INSURANCE COlvIPANY OF Al'viERICA Policy No.19 985 595 in the amount of.. THE UNITED STATES OF AMERICA, NATIONAL SERVICE LIFE INSURANCE EBIVice Policy No.V 331-60 -85 in the amount of ...... $10,000.00 30,000.00 10,000.00