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Home My WebLink AboutOC1971-1152 - ESTATE OF BALL.' PETITION SUR AUDIT IN THE ORPHANSI COURT OF WASHINGTON COUNTY Testate Form j Estate of...sYL.Y.IA..B.•...BALL --. Deceased .No --llS2..Qf..191~. Fiduciary JAMES..C :BANE.__. Date of Date of Decedent's death Nav.:emhar..ll 1911 Grant of Letters N9:v~ml;l~.;:.J5.,..J.9.7.~. This is the F.ix..e.t e.n9...f..:jJl,~,:J..account filed in this estate If there have been former accounts filed in this estate,list file number or number and term . ••..•......__N'OD.e __. Electiqn to take Date Election Place of; Under or Against will.(cross out one)Filed Record ::. Name of surviving spouse.__~~~~. List issue,where material: Did decedent marry after execution of will?{indicate}~No.Any children born after execution of will?{indicate} :Xlfe6.No.If answer yes,nome them :__. Leg.atees Relationship Interest Mildred Carpenter Granddaughter Legacy Doris Howell Daughter Legacy Beverly Farabee Daughter Legacy Patricia Ann Farabee Daughter Legacy~. W-lIer SonLawrence Legacy~'t-1-1V Fiduciary,if deceased or not sui juris Awaiting certificate of authority of Administrator or Executor List,if exceptions to above: If partial intestacy,give facts: Adeemed:Revoked:Lapsed:Abated:Give Couse: Notice to interested parties.Have all parties,having either vested or contingent interests and al'r 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.~ If any exception give couse:. File copy of Notice and dote of mailing J~..2Il,..J.9.72 :. Is estate subject to the filing of a Federal Estate Tax Return?~Q _ . Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $_:t{~~~. If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . .......................None _.___.__. Give Names and addresses of all unpaid creditors who are legally entitled to notice,tog-ether with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. None Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: None Balance for distribution per account, Itemize any additional debits not shown by account:$~§.t9.9J.!.~.~. Savings Account No.1-1691,First Federal Savings &Loan Asso.of Washington,1912 interest inadvertently omitted 912.11 Judgement Note executed by Glenn D. Carpenter and Mi1~red D.Carpenter, d~~,c9t 06\J~li~dWils ~cftjy.e amount of 2000.00 $ _ _2,.9.12.•.11 . Itemize any additional credits not shown by account: -~. Total additional credits (Subtract) Balance for distribution $-_~~.":'_.........• $20.,9.13•.9.2.. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Balance for distribution is in cash• ... ____~".~_,__..•.~~_~....,1 rI If Family Exemption claimed by Petition,give place of Record:Al:9.. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:.Nane.. List any advancement or distribution on account that has been made,and nature and amount of same: 11/15/11 Lawrence ~liller -$1,000.00 11/15/11 Mildred Carpenter 12/10/11 Lawrence Miller -$1,000.00 2/1/12 Beverly Farabee 11/15/11 Doris Howell $500.00 -,$500.00 -$150.00 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: Estate of Alvin La~lrence Miller Doris Howell. Trustee to be named of Beverly 'Farabee and Patricia Ann Farabee COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, b · d I swom:d h d delngu y ot epose an say that the facts set forth in the foregoing petition are true to the best of hi.e knowledge and belief. ............SwarIl to and subscribed before me thiS ./L~day of Sep:tembex 19J.1.2.. Signature of Of.ficer..~~.~..:. "/--,~,."" Title of Officer.~·:;~;~~.~..t!~~g.~~.T,.~.J10tary Public,Washington,Wasnln~,on ,,0. .-:My Commission Expires July 14.1975Officeexplres . 33-1/3% 33-1/3% 33-1/3% And your petitioner will ever pray,etc. .~~......a........_.._..._....~..James C.Bane .-_';'~.. r~ /'./ ~ I ., ./rI ". . '"~c, N()..;J.;J.52 Q£.19.1~----.---.----. Estate of~.._SYLYIA._B BALL.... Deceased Fiduciary_J~s_.Q.t_.J3.Alm.__. . PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:paragraph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if per:,inent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicialtsaleofrealestate. .9.Signed and itemized elections if any distribution in kind. 1O.Copy of Federa I Estate Tax return if es- tate is subject thereto. .JAMES--C.--BANE------··-·----..-·--Att~;;;~y ..·............ ~2 ""IJl EDr/1 _;p ;--. '7e O[C 7 PH ~ RUSSELL AlARiNe REGISTER OF WILLS WASHIt'CTO/I CO.•PA. Ol i"~~~.....::'..., ........~.."4"~..t"_, to r-;,.:,-"'\f ':'<0 \-;'"j ;:;.;:~...-\,~1':n:v(I .....:~;I ..-?•~.c....-.~'-{)!'"~..0··..."'r .,/.~~c "....0',,~ ;,...-->~......,'(1,#\-",\"":~"-1,1>':I-'.•i \.. ,f 'loti.oe .u btra'b;r cl'"tt'.a"1lbD ~oIl~c. BorJa,~cut~i:or tbii FAt3.te ')t the o.bov1t ~~".watJ f11ed 1n 'the ()!!'1co ot tho P4fP,ut.ctr of VUla em ~20,1972. C14 t'.~c.~the ~~v1U be'aa11ed tor Aud1t bOtoze Qo ~. Cwrt nt:rl.uion tho welt of ~U,1972. It ~btMt &Z\Y OJtOO'Pt1one or ob.1ecUclma to the AQO(JWlt,8~d ~pt.t.=-~ob.1ecUOlQ,8 ~'-tUo4 'tIltbin th1J:'t7 \30)~fI:am tbD date ~t. On '&be date ~aUt 10U ..,~-in person 02:: _==-11t JVU bII90 CX1 oxooptJ.o:t.us 0):~. ! I I I JAMES C.BANE ATTORNEY AT LAW WASHINGTON TRUST BUILDING WASHINGTON.P A.15301 1be A1:Id1'of the l-'ate of SJ'lY1a :8.B&1l will.._14 1n tile ~t (~Ioca (d 'be W~Cwa17 ~Howle -1J'llea4q,september 12,1972,....10,00 o'olook.l.x. Tou JIq a.l.tbal'-.pa..t JA PJ1'tIcm or zepn- ..W b7 ~..w..Jlad1'11 JQU •4ea1re. lOur8 wry 'Z\11.r, JAMhiS C.BAKE.AttoxDe7tartheEstate , "".:)~-.::c ...s::- ':::;:)--f~'~> J. rI .- C!tnmmnulUtttlt4 nf 'tuu.liylttttuitt.! .li.li:Iftt.li4iugtnu C!tnuuty. 4".' j KNOW ALL MEN BY THESE PRESENTS: on the 15th.day of November Whereas,at Washington,in the County aforesaid 71A.D.19 ,before me, Russell Marino ,Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania, the last Will and Testament of SYLVIA B.BALL late of East Washington in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and James C.Bane the Executor in said Will and Testament named,having appeared before me and taken and subscribed the oath of office pr,escribed by law; NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do grant these LETTERS TESTAMENTARY,unto the said James C.Bane committing unto him the administration,of all and singular the goods and chattels,rights and credits,which were of said deceased,and requiring him to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety days from the date hereof,and to r,ender a just and true account of said administration at the expiration of six months from the date hereof,and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this 15th. day of November in the year of our Lord one thousand nine hundred and seventy-one QJJ..~:-. RegIster , len;t-<~),t-t ~;<lH ::: t C"J 1):-~~ c::l tf)< lttl tn 0 -1 a.. ie '" N Z -1 C/)el ..::r .- 1ttl -i ,...-0~-:;,. )-~ ~....r'~--1~ -0 -i tn a....u- '" 0 z !~...... 0 0 fa r-- ......;a:::r- "TI a _!l..;.,J C:' ld ;-'Z ~ C-J u)<f)- a ~v'J -:r: c;::):::>0 UJ fa 0:::W <I ~ ~c:::;; r..= l..J-r-- : ....... .j.... .,,' LAST WILL AND TESTM1ENT '\ I,SYLVIA B.BALL,of the City of Washington,Washingto. County,Pennsylvania,being of sound and disposing mind,memorj and understanding,do here9Y make,pUblish and declare this my .Last Will and Testament,hereby revoking and making void any and all other Wills by me heretofore made.'..'.< ITEM I:I direct my Executor hereinafter named to' pay all of my just debts and funeral expenses as soon as may con-l veniently 'be done following.my decease. ITEr-1 I I:I give,devise and bequeath to my grand- daughter,Mildred Carpenter,the sum of Five ijundred ($500.00) in cash. ITEM III:All the rest,residue and remainder .of my I estate I direct to be converted into cash by my EXecutor herein-I' after named,and I then give.,devise and bequeath my said estate in the following manner: vania,as Trustee under the following trusts: per cent to my son,Alvin Lawrence Miller,of Palatka,Florida. (a)Thirty-three and one-third (33-1/3~)i I(b)Thirty-three and one-third (33-1/31&)·I per cent to my daughter,Doris Howell,.of Dayville,Connecticut.I (c)Thirty-three and one-third (33-1/3%)j i per cent tber~of to Pittsburgh National Bank,Washington,pennsylJ I! .(A)My Trustee shall hold the prin- IcipaloftheTrustEstatefortheuseandbenefitofmydaughter,i ! Beverly Farabee,of R.D.#4,"'Jashington,pennsylvania,and my granddaughter,Patricia Ann Farabee,of R.D.#4~Washington;' .,. My Trustee shall pay the.net(C) ; I.". natural life. Pennsylvania.I!1 • I(B)Hy Trustee shall pay to or for :. the use and benefit of my daughter Beverly Farabee'the·net income I ~ .~ from one-half of the Trust Estate for and during the term of her I ~i j \fI .I. J !!, Iincomefromtheremainingone-half of the Trust Estate to my !; I .''granddaughter,Patricia Ann Farabee,or for her benefit,togethor! I: /:I'L.:L1 ,. ..-' --. " w~th so much of .the principal thereof as my Tbustee,in its sole discretion,shall deem advisable for her comfort,support,and education,including college,post-graduate or professional training.My Trustee shall accumulate any balance of the net ,., II.'h income so not disbursed.My Trustee shall pay to my said grand- daughter,"Then.she attains the age of twenty-one (21)years,the balance of said'Trus tEstate,together iiith .any income accumulated portion of said Trust Estate,the income from which was payable thereon,inclUding any balance that may·remain from that one-half I to my daughter,Beverly Farabee. (D.)Upon the death of my daughter Beverly Farabee during the continuance of this trust for her benefit,my Trustee shall add any balance remaining to the one- half of the Trust Estate payable to my granddaughter Patricia Ann Farabee. (E.)In the eveht of the death of both my daughter Beverly Farabee and my granddaughter Patricia Ann Farabee during th~continuance of this trust,I then give, devise and bequeath the balance of said Trust Estate to the children of the said Patricia Ann Farabee,if any she has. in equal shares to my daughter Doris Howell,and my son,Alvin How- I ever,in the event that she should die without having children I I then give,devise and bequeath the balance of said Trust Estate I Lawren(;e I'Hller. (F.)tfuile in the hands of my Trustee,neither the principal nor the income of the Trust Estate,shall be liable for the debts of any beneficiary here- under,nor shall the srone be subject to seizure or attachma~t by .. ~ or dispose of his or her interest in the lTust Estate or in the any creditor of any beneficiary under any writ or proceeding at law or in~uity,and no beneficiary here~der shall have any JI.. -2- pol-ler to sell,assign,encumber,or in any manner to anticipate.· .income produced thereby. ;;.::~';'''-'' (G.)As ~ompensation for its services here~der,my Trustee shall be entitled to deduct a reasonable fee,which fee shall be in accordance with the then prevailing rate of compensation charged by my Trustee for like services. (H.)To invest and reinvest,includ- ing'principal and accumulated income,in such stocks,bonds, mortgages,.securities or other property,real or.personal,with-I out being limited to the classes of securities 'or investments in I which fiduciaries are authorized by law to invest trust funds. For the purposes hereof,any dividend or other increment or dis- Executor of this my Last Will and Testm1ent. to this end allocation of assets in kind shall be in the sole , 1j:; 1 j j., 1j 1 1I 'I.~ .j i,, j .~.j ~ j l, I of August,1969. I name and appoint JA}illS C.BANE,as the ! I IINWITI~ESS \flIEREOF,I have hereunto set my hand and seal! III IiI I --7--day tribution received by my Trustee from a regulated investment SIGNED,sealed,published and declared by the said S1.1,VI!\ discretion of my fiduciaries .. this II company,attributable to or designated as capital gain realized II :;:::dp::::::~t company,shaU,be.added to and become a part I (1.)To make distribution of my·estatei Iandtrust·estate to any person entitled thereto in kind,in cash,: or partly in kind and partly in cash,as deemed advisable,and ! II' I at her request and in her presence and in the presence of each .. B.BALL,to be her Last Will and Testament in our presence,vmo , .~,j .•;j..~ ,,~ .,~Ii]Ji .~other,''Ie belieVing her to be of sound and disposing mind,nWI!lOry Ii I .J-1andunderstanding,have hereunto subscribed our names as witnos3t!:1.jI.J!I ~j I t~_--L-.~~~~~~--l .~ I J I ~---+~~~----l.& I ':1 .:-:~~ ......". J,,3 -71-1/52J Affilluuit (@f 1fxrrutnr (@r A~minilitrutnr.c:20'&cJ t;tntr of 'rnnuylnnntn,t lUi: Cltounty of Bn!i~tngtDn \ Personally before me,the undersigned authority,a ;..N.Qt.~.r.y.~:tJ.Ql~.9 ~in and for said County and State,appeared J.ama.a C Bane who,being duly sworn according to law,deposes and says that he is the executor ~of the estate of ..................SYLV.IA B EALL~deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of..Sy.l:v.1.a.B Ba.ll.~, deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the above named Executor ~~lx!r.{).... Swo,rn and subscribed before me this....S/.~\F/.,.. d 'f -11'8 h J'72 '\...J:;:;---"~A./"....o'-----ay;o"~mm"~""19"""'"1/7'r""".""~""E~ec~~;;;;,~~.·..·~·~........·~..-i a~;..H~~CE~~·~;;~·~·G~rrTMTcTIONS -NOfal'lJ lfublic,Washington,:;aSh~ngto~DITJ ~1.An id,~~mjssmu6tplHs flih}ch-WidYih three months after appointment of personal representative.. ,2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Origihal and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,. Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over.$50,000,in- .eluding Copy of Will and copy of Federal Estate Tax Return... REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2. ,J'uueutnrg aub Appraisemeut of the goods and chattels,rights and credits which were of §X.~Y.JA.J?.!l..JMJ:I.~late of ..~.~.~.~W~.~.!:'?::1~,g~9..~.I... Washington County,Pa.,taken and made in conformity with the abO'lle affidavit. \. DOLLARS CENTS ... PERSONAL PROPERTY: (. SAVINGS ACCOUNT #I 1691 in the name of Sylvia B.Ball in First Federal Savings and Loan Association 21,133 57ofWashington: Che9king Accolmt No.4-189192,Pittsburgh National Bank, Washington,Pennsylvania Office.2h8 97 TOTAL ---------------------$21,382 54 REAL ESTATE:NONE ~-5-~0 "I, '~"c ;: y,<1''j /~l -"-:,. "'::~:lnvimtory and Appraisement -;~~1"(f.~/•2~?,""""••I,,.1'""0 TN THE ESTATE OF~~/..·"·p ...."';~~..'",,:,<,-" ';,,'P,..~,<;:-..../,,~~!,O;':.".:,';~'J "\,,,.~.,.4"1,~~_~'\~'(....\' '.f'J 'III' ':IJ,J'/.1.:.I.~:.~~SlLVIA..:B.•...BALL.;..,.. ~-! Filed ::.:.,19 :.. r: ',.1 ,.'., '.-,,"-,,,.. ., . ., ~:::7; J>".iTij =B (D,(;-;0.r;=.:::C-C/1-<r;C::,~?l :.~~ :a:c·.-q (-.):';.;-.,o~~......--~ r--'""'~"'U r g~!": );:>,~'1 '., ." '":::oJi'i'J C:-c:;;: :;J...:.::' -'4 '-q ~ '"T/~ ,-J -<:,....~ 'j J _~ {en t~::j '5 ., 01 '.. '-. •J JAMES c.BANE,ESQ. 301 Washington T~st BUilding WasiliiIgton.pennz.·'a ..15301~g.3L ~/'7.r. ~9{/ Y'// .~~ STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The within named Accountant being duly sworn according to law,depose sand sa)S that the above account as stated is true and correct as __.he.,__..verily believe. -tP-Sworn and subscribed before me !this ._/.9 . day of _.__._.__June .__.-19_72 ..._m~.,_..:~..~. •~.-..-·~-MAE:,H~RCEG -.C{ ,Votary PUblic,Washinefon.Washington co. My Commission Exp~es July 14,1975 Washington County,ss:I do certify that I have given legal notice to all persons concerned of the filing of 'the within account in the manner prescribed by Statu'te and Rule of Court,as evidence by proofs thereof filed to No.._1P.a_~.1~33L.. Witness my hand and official seal this J..~a---.....-. .,n.._..,._' day of .-----f...A..j~:,.c.A:o~.~--...?.-------..-.--------.-.--.----.---...---..__19.1.2..:,_ .~Jr(~----- . Register of Wills 10 [0 :~,0 j~ .~~~ o+-' ....; .~ o+-' ,.-...... .1 -~ '1 ;0.......,J nlll ~n !..- .~ RUSS~~:...;'t~ R~G!S~_t~~I ,':l L.LS \'!t\SHlr~.]T~-·i i:t).,PAl '12 ...o ~='o<.l< I~oj. ~ ti~u.i~ciZ '. •.,,..,.y "'r-• ....-.."'-" J ..I :::.. • ( ,.'. --, .:,J' .. • ,.... ~.~. '.-",......'; .'. ,.....",,..~"...~ I ,:r,~ The Court is respectfully requested to determine proper distribution inJ"-hjg estate. /~~~,,~7 Washington County Reports Washington,Pennsylvania (~UBLISHED 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 WASHINGTON}SS. STATE OF PENNSYLVANIA Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS, the official legal periodical for said Washington County,published weekly having its place of business at Washington,Washington County,Pennsylvania, and is acting as its agent in this behalf;that the said WASHINGTON COUNTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or advertisement attached hereto is a copy of a notice or advertisement, exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: .................~.9..y..~~.~.~E ~..?..!?..?...!~.~.n .. Dec'ember 2,1971............................................................................................................ Estate Notices The Register of WiHs has granted letters,testamentary or of administration, in the following estates.Notice is hereby given ,to all persons indebted thereto to make payment without delay and to those having claims or demands to present them for settlement to the Executors orAdministratorsortheirAttorneys. •• ••• ••••• ••••• •• ---.-~--------r BALL.SYLVIA B..Dec'd.' .Late of East Washington.Washing- ton County,Penna."'Executor:James C.Bane.,307 .Wash-,iiigton Trust Building,Washmgton,· .Penna.15301 l Attorney:James C.Bane,307 Wash- ington Trust Building,Washington,I Perina.15301 ! that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of this affidavit as to the ~.,pi e and character ~pUb~ are true.0::.~ Sworn to and subscribed befor:..c::·~ ....2.r:I.d day of Q.g.~.g.m.\?~.r...,19 ?.J ~.. ~r-~r~-- JOSEPHINE T.SCIAMANNA Notary Public,Washington,Washington Co. My Commission Expires July!,1974 The First and Final Account of JAMES C.BANE,Executor of the Estate of SYLVIA B.BALL,Deceased,late of East Washington,Washington County, Pennsylvania. The Accountant is charged as follows: PERSONAL PROPERTY: .To Amount of Inventory and Appraisement $21,382.54 REAL ESTATE:None TOTAL ASSETS OF ESTATE ------------------------------------____$21,382.54 AMOUNT OF CREDITS CLAIMED BY ACCOUNTANT _3,320.73 BALANCE --------------------------------------------$18,061.81 • The Accountant claims credits of the assets of said estate,to wit: Stewart F.Barnhill Funera'Home Frank S.Bakewell,Jr.,M.D.Medical services DATE 11/15/11 11/16/11 12/1/11 12/1/11 2/11/12 4/4/12 6/13/12 NAME OF PAYEE Russell Marino,Reg. Washington COlUlty Reports Observer-Reporter S.Whites Sons Russell Marino,Reg. Russell Marino,Reg. Mae Herceg James C.Bane James C.Bane REMARKS Probate Will and Short Certificates Advertise Estate Advertise Estate Inscription on Monument File Inventory & Appraisement File Account Notary Fees Executor's Commission Attorney's Fee AMOUNT 22.50 14.00 14.00 ' 12.00 1,145.15 19.36 3·00 16.00 5.00 1,069.12 1,000.00 TOTAL -----------------$3,320.13 ----------- Observer -Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of 16 May.1929, P.L.1784,as amended. Commonwealth of Pennsylvania,County of Washington,55:. .Personally appeared before ID'e.a Notary Public in and for said County,. and State,R.~.~h.9:.r~L..S.l'(C'O.w.9...p.who being duly sworn according to law,deposes and says that he is the yi.C.e..~.p.x.e..s.i.,ggp.t.-,,""'"\0- of the Observer PUblishing Company,a f'lennsylvania corporation.and its r..."EXECUTOR'S,NOTICE,...,."".,agent in this behalf'that the said Company is the owner and publisher of ~STATE\.OF ,SYLVJA.,-B.BA!,.L '\?,;,..;, . .lceased 'late of :East Washil1gton~"the Observer-Reporter,succ'esso,I'to The Washlngton Observer,establIshed !,t.et,te,rs·,r,"Tes"tam"'e,ht,!I"r,:!UjXl!\;<~n" September 18.1871,and The Washington Reporter,established August 15,f hove estat~'ha~ln "~. ..t~tt,!.~ 1808,a daily newspape,r of general circulation,printed and publis,hed and ,{he "yn.derSlgn ' .l\ha~~ having its place ofbusines's at Washington,Washington County.Pennsyl·I;}~~s~e~?ii,.a~~th~a~ea~e: vania,where it or'its predecessors have been established and published I~o·t.heund~tsi l~,iittorn'ey col1JtinuousIy for more than six months prior to the publication of the notice ,,!ind ,all'person?,I:tto lhE!.dM'. hereto attached;that the printed notice or advertisement hereto attached rfe~;tt,t~ret~:9 }'1eW~~t~~~: is a C~py of an official adve.rtisement,of~icial ~otice;legal notice or legal 'elay,'.,~.:."'",it:;I advertlsement,exactly as prmted or pubhs4ed m the Obslerver-Reporter in .,,JAMES ~GJ NEd'I ~",,\307 \yaslJ,l n'nT!ust Bldg. its regular editions on the following date or dates;J ,Washmgton,Pen~sYlvanil!.' N b 18 26 d b 2 197 I .15301",.""'.ovem er an Dec em er 1 ,JAMES C.BANE',r ..,'-r(l>ll...:2 ,................Attorney .," that neith~thre affiant nor the Observer Publishing Company is interested I,,-''11;7~~7~2st::.3t~ in the subject matter of said notice or advertising and that all of the all-ega-.. tions'of this affidavit as to the time,Plac~character ,of publication are true..~.:t.L.J:{£~~ Sworn to and subscribed before me this ?....day of....p..~.~~.l~P..~.~.19717ff~!;~~~ WASHINGTON,WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6.1972 I~~.... ."1;J'.oi1I'/I ;"/ ...'''I·.~J.,....'.'V~. .;',..'J."t IN THE COURT OF COUNTY JUDGE .);;.-j'...1',\.3•~Jih..~,t, IN RE:ESTATE OF: ALVIN L.MILLER, 20 ( Deceased.~ In and for Putnam County,Florida. -~-It!-ht()7 LETTERS OF ADMINISTRAnON To ALL To WHOM THESE PRESENTS SHALL COME,GREETINO: WHEREAS,~~.Y.f.~~..~~.~:!.~~:r:.___._..~.._.._.,deceased,late of Putnam, C:mnty,Florida,died intestate,having whik ~~_lived and at the time oL ~~.~.._._ death an estate consist,ng of various assets located in the State of Florida;and, WHEREAS,I,the undersigned County judge,appointed ~~.~.}~.~.~.~~.;:_._.._. ..........................................................i/.~_as administrat..!:~~..of the estate of said deceased on the l.2 day of...~.~;:.9.h:._..19 ?.~..; Now,THEREFORE,I,Wm.E.Warren,County judge in and for·the County aforesaid, desiring that the estate of said deceased may be well and truly administered according to law,do hereby grant unto _~~.~~~~.!.~E._____,as administraL;:';.~.. of the estate of said deceased,full power to administer the assets of said estate;to ask,de# mand,sue for,recover,and receive the same,and to pay the debts of said estate as far as the assets will extend and otherwise administer the estate according to law.As ~aid administrat......~~has given bond and security and taken oath and performed all necessary ads,required by law and by the orders of this Court,to qualify ~~};..as administratE_~.~.. of said estate,Letters of Administration are therefore issued to ~~.;:.......as an evidence of ~§}:.._........authority under the laws of the State of Florida and the orders of this Court to act as admin~strat...~~~........of the estate of said deceased. IN TESTIMO~Y WHEREOF,the undersigned County judge has hereunto signed his name ,....-- and affixed his seal of office,rhis /2 day of...._~.g.;:gh..............19_..7.~,at Palatka,Florida../"'/./'/~/.'J<---;c:.-..',l';:.-._'.:;///'l'--...._..:;..<~-:.:.~I,..t-.~.._..::.:.":..~..-.... ~.Ce..my Judge. .,. ,> "'-~"",..," ".,il.• .1...~ £',~,......''I."-;;". ~, <, ;..~\',',,:',~,~ judge in and for PuH;iJ(Tl CCl'nty,Fldrida.do hereby <:ertify th3t the 'fore- LE'rTER S OF.'ADMIN!'$TRAT!ON ~.. " ,t'lli1),..~OF TF1S DATE .',".......,.~•••..--.".p --"----.,.., lSth"1972 s.~lD LE~~~~_l{RE IN ,~;::;FOR:;~~~_EF~E~'~~---~~:~-';c1~~jj:_ ')l':ii~E,~TA'l'E OF ALVIN'L ..r-ULLER deceased '.U4?'.P -_...",4."-~••.•t -~~._---.,:-._----.__~---;"-~f}"'; Probate 54392 J'-":,,1)1-":",H record in this t)rf:(',~it:i"ool.- ,tv"'.;r '.:0ftify that tl1f~Clunly JUdge ~Court j<;a.(,'.mstitutiorll'lJ to.urt and d court of record with an ",-, dfici1.'l!se,',i,dnd that jbl!~Jvdge ef the said Court ):~The CtJstodi.an<?f,fh~trecords and seal of said Court,;..~-.. '-~,•"'<','$'..---:' 0',d th~t ';/'lie!Court h<:lS a C~erk dlJly appointed by th~Judrm of th~saicl~{)urt,which~djd Cierk is empov,J-,. l i)~.:t .. 8ththis_August 72_day of .,...'..._A.D.19 . County Judge ,. "'...~ J &.. '"91-.l~rv -;::;J '->-f11 ~t::'.':l ,;;;;;(f)en g rr1::r:m r'I-(/)(/"F!1z.-1 f1~~)m j=--.I ~~-I ;::rJ ,-:: :;::)0 -u :;z '1 r~~J....(")<':J.J0 -r:r =.....,.."r 9 0l>(fJ -= ! ) IN TEE COURT OF COMMON PLEAS OFWASHINGTONCOUNTY,PENNSYLVANIA ORPHANS I COURT DIVISION NO.63 -71 -1152 IN HE: ESTATE OF SYLVIA B.BALL, DECEASED. l ~ .' '. I I I --- .' i PETITION FOR APPO!NTMENre OF SUCCESSOR TRUSTEE DECREE .... ..;;::-..,;...~. -...:v , »-rn ::0 F".>--~~:r.v. (n G"")c:t:=J f'- 'I.~;!t :::.:-(.f)J"T1 .:~=(j~(11 r>~ ..,.-.,rr1 r--,.- \~;')rri ,-.:.1 j i ~;1:1 i--.J C-,. zO .-' "T;::r:'""1:1 .~ o :r::,:--"''!!'''' o ...,~ --'~ 4 _r-- .t Z .C' -0 t <:>>~'='- JAMES C.BANE ATTORNEY AT LAW WASHINGTON TRUST BUILDING WASHINGTON,PA.15301 " ,, m TEE COURT OF COMMON PLEAS OF WASHmGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION m RE:IESTATEOF NO.63 -71 -1152 SYLVIA B.BALL, DECEASED.~ PETITION FOR APPOINTMENT OF SUCCESSOR TRUSTEE The Petition of James C.Bane respectfully represents: 1.That he is the duly appointed,qualified,and acting Executor of the Estate of Sylvia B.Ball,Deceased. 2.That the said Sylvia B.Ball,during her lifetime,made and executed her Last Will and Testament in which in ITEM III,Sub-paragraph (c), she appointed Pittsburgh National Bank as Trustee for her daughter Beverly Farabee and her granddaughter Patricia Ann Farabee,both of R.D.#4, Washington,Pennsylvania. 3.That the said Sylvia B.Ball died on November 11,1911. 4.That the said Pittsburgh National Bank,Trustee named in the Will,did on the 14th day of July,1972,file with your Petitioner a letter which reads as fo11ow's: "Pittsburgh National Bank herewith renounces and resigns as Trustee for the Trust established by the late Sylvia B.Ball." Said renounciation and resignation is attached hereto and made a part hereof. 5.That your Petitioner on the 19th day of September,1972,con- su1ted with M.L.Von Staudach,Vice President and Trust Officer of First National Bank and Trust Company of Washington,Pennsylvania,relative to the possibi1ity of First National Bank and Trust Company of Washington,acting as Successor Trustee and was informed by him that said Bank would accept the appointment of Trustee.A letter is attached hereto and made a part hereof from the First Naticna1 Bank and Trust Company to this effect. WHEREFORE,your Petitioner showing as above,respectfully prays your Honorable Court to appoint the First National Bank and Trust Company of Washington,Pennsylvania,as Trustee under the Last Will and Testament of Sylvia B.Ball for Beverly Farabee and Patricia Ann Farabee.Petitioner further prays your Honorable Court to award to said First National Bank and Trust Company as Trustee the thirty-three and one-third (33-1/3%)per cent.of the residue of the Estate of the said Sylvia B.Ball,deceased,in accordance with ITEM III of her Last Will and Testament. COMMONWEALTH OF PENNSYLVANIA ) )SS: COUNTY OF WASHrnGTON ) Before me,the undersigned authority in and for said county and state,personally appeared JAMES C.BANE,who,first having been duly sworn according to law,deposes and says that the allegations of fact set forth in the foregoing Petition for Appointment of Successor Trustee are true and correct. Sworn to and subscribed z::-A:before me this (7/5 -day of September,1912• .mLcu-2L~ '--MAE HERCEG ~otary Public.Washington.Washingflln ed. My Commission Expires July 14.1975 ,I,J'i'-'.-..-.--,.. ,~,,'. "PITTSBURGH NRTIONRL BRNK WASHINGTON OFFICE WASHINGTON,PENNSYLVANIA 15301 July 14,1972 James C.Bane,Esquire 307 Washington Trust Building Washington,Pennsylvania 15301 Dear Mr.Bane: ___________.-1.._...... ! I , I I Pittsburgh National Bank herewith renounces and resigns as Trustee for the Trust established by the late Sylvia B.Ball. Sincerely, Joseph W.Linn Assistant Trust Officer JWL/jlm ------.......-~~-------4 .,~ ~------------~------- •• ---'._----~--------------- First National Banl~&Trust Co. 200 WEST BEAU STREET WASHINGTON,PENNA.15301 September 22,1972 James C.Bane,Esquire 307 Washington Trust Building Washington,Pennsylvania 15301 Dear Mr.Bane: Re:Sylvia B.Ball As per our earlier discussion,please be advised that we will be happy to serve as Trustee of a trust created under Item Third,Sub-paragraph C of the will of the late Sylvia B.Ball.It is our understanding that the beneficiaries of the said trust are Beverly Farabee and Patricia Ann Farabee,both of R.D.#4,Washington, Rennsylvania. We shall adhere to the fee schedule currently in effect for our services with regard to the above,when such services are performed. Please send us a copy of the governing instrument when our appointment has been confirmed by the Court. It has been a pleasure to be of service to you in this matter. Very truly yours, MLVS:jkb M.L.von Stau Vice President Trust Officer T, j IN TEE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS I COURT DIVISION IN RE:~ ESTATE OF ) ~NO.63 -71 -11,52 SYLVIA B.BALL, ) DECEASED.) DECREE "Acc~AND NOW,this _....LJ--_day of September,1972,upon consideration of the foregoing Petition,ihe First National Bank and Trust Company of "Vlashington,Pennsylvania,is hereby appointed Trustee under the Last Will and Testament of Sylvia B.Ball,Deceased. BY TEE COURT: 1 nf (ttnmmnu ®rp4uun~ ~tt (ttnurt ,Itun nf lIu!14iugtnu (ttnurt iinininu (ttnuuty j In the matter of the Audit of Account in Estate of:__---OS..J.U..L.LlI:vT-.UlA'--I:B)..ooo--JB:l.IA:l.JLLUJ·lu.u { •TO THE AU~ITING JUDGE: No....ll...,S~2"-......o.....f-....,197_71_1L...----- Enter__---<m....y,J-,appearance for ----"'A:t..\c.ilc.ilOol.!unl.l.U.I.!t.i:lanioLL..lotL----'__ • I __--"'s'-"'e"""p'-"t=em....b""e""'r=--•191.2.- N.B.-Counsel shrall,by separate paper.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. ~1-+:::t<j~ $.t:<JQ) ~~ :+.01 :+. r:1 .S I-~§-~0 0$.t f'<o 0 ::> CJ t:t CJ<11 «~"0 ~~:+.<11 tC(I) ~... :<Jl:l $.t .... ~ • j, IN THE COURT OF COIVJ]J[ON PLEAS OF WASHINGTON COUNTY,PENNP. ORPHANS I COURT DNLSION /-',,)INRE: Estate of SYLVIA B.BALL, :!:Deceased. z 0(:i>-IIIZ Z1&1II. io~BEFORE:z xIII 0( ~ ( ) ( )No.1152 of 1971 ( ) ( HEARING ON AUDIT The Honorable ALEXANDER R.CURRAN,J., Specially Presiding. ..=u~APPEARANCES: Q oJ 0( ~o :J.., :>:~TIME: JAMES C.BANE,Esquire,of Washington,Pa., representing the Accountant. Tuesday,September 12,1972,at 10:00 A.M.,EDST C.Bane and the attorney is James C.Bane.Mr.Bane,once are no problems.Is there anyone else in Court interested in the again,is the attorney and has filed all the papers and has said ther::> lPhe.'1estate of Sylvia B.Ball.The Executor is James iiill: 1&1l-ll:o~THE COURT:a: l-ll: :JoU oJ 0( uii:lL.o estate of Sylvia B.Ball? UNIDENTIFIED 'WOMAN:I am her granddaughter. THE COURT:Have you talked 'vith Mr.Bane,Ma 'am? UNIDENTIFIED 'WOMA N:Yes. THE COURT:Are you satisfied that there are no problems? -,-------i----------....----------------+-- I------------'---- UNIDENTIFIED WOMAN: THE COURT: closed. Yes. Then s ubj ect to this,we will consider the est te 2 • ~z0( '>..J>-UlZZ 11/II. ZoI-ClziUl0( .~ ..=u ii:I-Ul o oJ0( Qo:J., :t~N viII: IIIl-ll:oII.IIIlI: l-ll::JoU ..J0( U ii:I&.o (AUDIT CLOSED) I hereby cerUfy that the proceedings and evidence are contained fUlly and accurately 1n the notes taken by me on thehearln of the aboVe cause.and that.this copy is a correct transcript of the same The foregolnq record of the proceedings upon the heartnq of the above cause Is hereby approved and directed to be filed. By the Court, '(j ,I'L :,).J j- ). :'/l:-(,Y t" 1 ~'.'J l ..', -,- , , .\.' .....""- "~.,~:;:.~.:t:,;.~~:'.", :i.~:,~·~,,~: \...../ ....,....'~."'". (I)(.f)?: ."-.,PI,f11 "-j .........:) :;::0 '.,J"; o... .. ,," ~u :t4t Qtuurt uf Qtummuu '!tnn uf IInnlJiugtnu Qtuuuty, Jtuusylnnuin,ODrp4nus'Qtuurt iittininu I )1 ESTATE OF Sylvia B.Ball, deceased. No.63-71-1152 In the matter of the First and Fina' Account Of~---I':LCraiUlmerw.as'-J.&.C...-JB;l<aJuRi(;el------- Executor ADJUDICATION AND DECREE And now December 7 ,19-12....,this matter came on for hearing, audit and distribution at this session a~d testimony taken;and thereupon,upon due consideration thereof of the.b$:llance for distribution in the hands of the Accountant is determined to be $""20,"JFJ.,;/Z and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in.accordance with .the schedule of disribution hereto attached and made part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. By the Court c4-...,P<1.~ Specially Presiding SCHEDULE OF DISTRIBUTION Balance per account'_ Additional debit a sked at aldit 2912.11 $18,061.81 " Balance',--__ Deduct Clerk's Costs &Receipts,_ Attorney__-----.!JlUaJn;Wlll;eUlsL..!J.C.....--.JBt.l.iane:ilulllL-_ Russell Marinoll Agent,transfer inheritance tax,$1201.49 Interest from 8-11-72 to 12-17-72 25.04 Mildred Carpenter,l granddaUghter,legacy,credit to be taken by the a ccountant for funds in the amount of $500.00 advanced prior to distribution by the Court,l 500.00--$19,210.39 To the estate of Alvin L.Miller,l son,l now deceased, Ada Miller,l Administratrix,33-1/3%residue,credit to be taken by the accountant for funds in the amount of $2000.00 advamced prior to distribution by the Court,and during the life time of the distributee,6403.47 Doris Howell,l daughter,33-1/3%residue,credit to be taken by the a ccountant for funds in the amount of $500.00 advanced prior to distribution by the Court,6403.46 First National Bank and Trust Company,Trllstee for Beverly Farabee,daUghter,and for Patricia Ann FarabeeI grarid- daUghter;under the terms 0.1'the will,credit 'to be taken for the amount of $150.00 of'income advancea Beverly Farabee in course of administration,l 33-1/3%residue,l as set forth in the will,6403~46 No balance o-+. ....:TCD 3o~., o-+.....:rCD Z9 UB.;63-71-1152 ,.~.;.; :"',1, ) I,~ .,".' ,5:, Deceased..' Ji$~DI~'. ."sfL~!A :13.BALL, i'~, ~-.". ":.', ,",,;', ,,~ r",;'.~,,~!'''''E-.'.,~:.~,~..:S---:";~~~~·~.;ii""'"··.~*.;..··.·~;m.>~.~""",",.,'d:i:.:~~'.<,.··(.Ilooiooo·.-'~lS~J-Dori;s,:Ho~·~'d-:""'".,.,-.-:..1 .,;;-,~;:-;,'.,:I Ii 1j II"',' ,. >'., J I ~•.,I,". ,".; '" ,; :;."., .', 'f' ;..' -..".·...,l>," >t .,.f ."1) '.•.... " ) :',",~--:,l:-.,f';f,c, "~'-" Deceased•.' ,, "SYLVIA B.BALL,.; f"'.~~'~--.' ·l\\f2Hi!~'~:J ..O~CQ"'b~" ~',:f~.'."""~,'I·rr"..~6~t,).t·,b.,J:;.('\.1 'c,.'..".... ..Ji:l'i?~lt::crtW~fftvto .:",·ot "-,- -:',-J,'"•,I.,.•,,'_.''J'-'','D?mlmNv"";{.ej.:1?P.2i~::?:,;.',,>·:'..:::::;.',,".~.'..~.-,..,*..1"",......p.~':::~·,;.;,.(; \')~l Ii'.·.·~Jtq:.lflYfri··::1r:·1',':(''" ,)J J 'IOU ~.'Itf\IV.J,)"~'. '.:t.\'\W\Uid':lI~~d';t.i'lg~~'L·..'·':<i')j]:Id..t•..••·.1>•••l>if,.d..'....'.. .:"e":',,C.t1;::':e'·v~';,·.'··".]·:·~i,:~~'.:·({::·";';·,.'.......':.'~'j""',,'..',f J4MES C.BANE/;"EXECUTOR of',the'Estate dP,;~iSyl:ViaB.Ball,!, .",.',".'")1..'''''.!,_,;~~i:S~'X"ThOU13¥'~Two .~~dred,Fi!~;~~te~kld 46/100 ($6',;253..46)DollJ,s, bJ·~~t'~l!:~·••·.l~~~'~·I!t...,~i~"I' Sw.r:ts bi8::u.tt.,.·d··"11t.li :&fVllil1'c",·tst1tit~t'.'~bi',~"~~'=if~~~~~;:=~t ,~;.t.t'itt~""~*,~:,,'" .1 '·-~~~-;----;;-----:-:----'--'----';--~-----------"'---"'----------:-:-r-··,~'"7,,·~-"";;-:-::r"';:""':-::;;(f7:"i~(--::.~;;;""'1~;-:;·;'fi~·"-;-'Z-'.-----~,/,:""'".~')-----.-------:;7"";.~:•.,..------~--------':""""II •."i~ I, I·., I ., :.'." FffiST NATIgrAL BANK AND TRUST"COMPANY , BY:~~" .~$1sltmf 'I'rusf 01fl~'. ." . t\-', .. ..',e 1-~'.,~ 00-'\ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF NO.63-71-1152 S7iLVIA B.BALL DISTRIBUTION RECEIPT i,the undersigned,hereby acknowledge to have received of JAMES C.BANE,Executor,of the Estate of Sylvia B.Ball, the sum of Four Thousand Four Hundred Three and 47/100 ($4,403.47) Dollars in full payment of the amount awarded to me by the said Orphans'Court in the Decree and schedule of Distribution filed to the above Number and form of said Court and in consideration thereof, I hereby release and discharge it from any further liability on account of the same..., WITNESS my hand and seal this 3rd day of February,1973. ESTATE OF ALVIN L.MILLER ATTEST: " /I • ..~• ....,. -., ;..;I, '... ...,. ;oJ 't3 -7)//sJ< ... ....:..:....~. ~"J J.'.. '" IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION . (0' IN RE:Estate of SYLVIA B.BALL, deceased ) ) ) No.63-71-1152 PETITION FOR DISTRIBUTION The petition of First National Bank &Trust Co.,Washington,Pa., Trustee,respectfully represents: 1.That it is the Trustee under the Will of Sylvia B.Ball,deceased. 2.That the said Sylvia B.Ball died on November 11,1971 leaving a Will naming Pittsburgh National Bank as Trustee. 3.That Pittsburgh National Bank renounced as said Trustee and your petitioner was appointed Trustee by the Orphans'Court Division and accepted the assets set forth in the Adjudication and Decree of Distribution in the captioned estate. 4.That Item III (c)of the Will provides,inter alia,as follows: "(c)Thirty-three and one-third (33 1/3%)per cent thereof to Pittsburgh National Bank,Washington,Pennsylvania,as Trustee under the following trusts: (A)My Trustee shall hold the principal of the Trust Estate for the use and benefit of my daughter,Beverly Farabee,of R.D.#4, Washington,Pennsylvania,and my granddaughter,Patricia Ann Farabee,of R.D.'#4,Washington,Pennsylvania. .(B)My Trustee shall pay to or for the use and benefit of my daughter Beverly Farabee the net income from one-half of the Trust Estate for and during the term of her natural life. (C)My Trustee shall pay the net income from the remaining one-half of the Trust Estate to my granddaughter,Patricia Ann Farabee,or for her benefit,together with so much of the principal as my Trustee,in its sole discretion,shall deem advisable for her comfort,support,and education, including college,post-graduate or professional training.My Trustee shall accumulate any balance of the net income so not disbursed.My Trustee shall pay to my said granddaughter,when she attains the age of twenty-one (21) years,the balance of said Trust Estate,together with any income accumulated thereon,including any balance that may remain from that one-half portion of said Trust Estate,the income from which was payable to my daughter, Beverly Farabee. * * * * * * * * * * * * * * * * * * * * * * * * * * * * * " 5.That Beverly Farabee,on November 18,1974,released her interest -. I. I ,I .' in her share of the Trust.A photocopy of said release is attached hereto as Exhibit A. 6.That Patricia Ann Farabee,(now Patricia Ann Farabee Suthard) attained the .age of twenty~one (21)years on April 19,1975 and is now entitled to distribution of the balance remaining in said trust. 7.That all taxes have been fully paid and satisfied. 8.That no questions require adjudication by the Court. 9.That no party entitled to distribution is a non-resident. 10.That no share has been assigned or attached. 11.That the balance for distribution consists of the following: Cash: Stocks: $7..33.Q~; 115 shares P.N.B.Mortgage &Realty In- vestment,S.B.I. 12.That all parties in interest have been provided with a complete accounting,and a copy of this Petition,and by joining in this Petition indicate their complete satisfaction with said accounting,waive the necessity of filing anT accounting with the Court and request that distribution be made in accordance with the following paragraph: WHEREFOR,your Petitioner prays that distribution be awarded to the person entitled and suggests that the distributive share is as follows: TO PATRICIA ANN FARABEE SUTHARD 115 shares common stock of P.N.B.Mortgage and Realty Inv.,S.B.I. Balance of cash remaining in account after deducting costs of this petition. FIRST NATIONAL BANK &TRUST CO. Washington,Pa.,Trustee Officer The undersigned,BEVERLY,FARABEE and PATRICIA ANN FARABEE SUTHARD,reing all the parties in interest in the Trust set forth herein,do hereby~eclare that the facts as stated herein are correct to the best of their) knowledge and belief and they do hereby.join in the above Petition,waive~he necessity of a formal accounting and request that the Trustee be discharged ppon filing a receipt for distribution as set forth in this Petition for Distribution. - 2 - I • .. COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON ) ) ) S S G.A.Hoop,Jr.,being duly sworn according to law,deposes and says that he is Vice President &Senior Trust Officer of the above named First National Bank &Trust Co.,Washington,Pa.and that the facts set forth in the foregoing petition which are within the personal knowledge of the deponent are true,and as to facts based on the information of others,the deponent, after diligent inquiry,believes them to be true. ___......_._ust Officer Sworn to and subscribed before me this 9-4 day of _-Lm~r:r;~'-I ~1975. ij/IMub.~ Notary Public FLO~E:~8Er..lPIE,NJIM,Y PU311C WASHlt:GTON,WA.S'lifiGTf'N GOU1lTY MY COI,';MISS:O:!fXPIRES r "y 1,1978 Member,Pennsylvml:,As~c~i~~:O'l('f :;c~'""~.''''') - 3 - 0·'·'-.,:... ,..' '. .J' .'•of'. ..,~ I! ":"i . ."(.~'.' RELEASE ~i··'The undersigned,BEVERLY FARABEE,s beneficiary under the L,st Will and T~stament of Sylvia B.Ball,deceased,do hereby,for .mYself,my heirs,executors,administrators,or assigns,release any and all interest and benefit that I have,presently or in the future,in the trust established under the provisions of said Last Will and Tes-i ent.: 1.The reason for the release is to enable First National Bank & Trust Co.,Washington,Pa.to consider distribution of sufficient funds, from the principal and income of said trust,to my daughter,Patricia Ann Farabee Suthard,which she has requested to enable her to make an initial payment on a mobile home for her benefit,since her present housing is inadequate. Further,I agree to release and save harmless the First National Bank &.Trust Co.,Washington,Pa.from any and all liability that could result as a consequence of the proposed distribution and I request that the funds be distributed to'my said daughter for the purposes stated herein. Date:November _.../....6...·__'1974 .. i' I .'f. ~~--L,.~~a~ Beverly F rabee o ."EXHIBIT A" ,;' IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:Estate of SYLVIA B.BALL,deceased NO.63-71-1152 DECREE OF DISTRIBUTION AND DISCHARGE OF TRUSTEE upon consideration of the Petition for Distribution, AND NOW,this _~/-ff_tt-__day of ---,,ICJ-~,-=:......=~----'1975 ORDERED and DECREED that the FIRST NATIONAL BANK &TRUST CO.,Washington,Pa.is relieved of the necessity of filing an<accounting and that distribution of the trust assets be made in accordance with the distribution suggested in said Petition,and that upon filing an appropriate receipt for said distribution,the said Trustee be and thereby is discharged,without further order of this Court. By the Court, _______J t ..... '-{Ji t·,·nJt1!~, I',I", \'1 .~;'I !I •IJ"-.\,).,j ..:..l:.. ,,0't .•;f,. "," IN THE COURT OF C011MON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA Orphans'Court Division ,. In Re:ESTATE OF SYLVIA B.BALL,deceased RECEIPT FOR DISTRIBUTION " No.63-71-1152 .> The undersigned,Patricia Ann Farabee Suthard,distributee under the trust created by the will of Sylvia B.Ball,deceased,do hereby acknowledge to have received from First National Bank &Trust Co.,Washington,Pa., Trustee of said trust the following: Cash shown in Petition for Distribution $__~7~3~3~.~O~4~_ Less:Costs of filing Petitions and Order $~6~.~5~O_ Costs of stock transfer $2.87 $====~9~.~3~7===== Balance of Cash Received $723.67--...:..=~~-----115 Shares P.N.B.Mortgage &Realty,common stock I do hereby acknowledge this distribution to be in full satisfaction and payment of all sums of money,share or shares,payments and dividends which are owing,payable and belonging to me by any means whatsoever,for or on account of my full share,part or dividends due me by said Trustee from the above named trust and as set forth in Decree of Distribution of the Orphans'Court Division dated May 14,1975.I do by these presents remise,quit-claim and forever discharge the said Trustee,its successors and assigns,of and from the said share or dividends of the trust aforesaid and of and from all actions,suits,payments,accounts,reckonings,claims and demands whatsoever for or by reason thereof. Witness my hand and seal at Washington,Pa.thisdf~tdl day of May,1975. ~HTNESS:~A)C1edi<C;P:6J>dJf.o>.2~J Patricia Ann Farabee Suthard ~ "PI1TSBURGH NRTIONRl BRNK WASHINGTON OFFICE WASHINGTON,PENNSYLVANIA 15301 July 14,1972 James C.Bane,Esquire 307 Washington Trust Building Washington,Pennsylvania 15301 Dear Mr.Bane: Pittsburgh National Bank herewith renounces and resigns as Trustee for the Trust established by the late Sylvia B.Ball. Sincerely, .J ','.' ,.':." .~,..,... :.~~~jim I, ".....'.'.. ":.,'-,.' Joseph W.Linn Assistant Trust Officer ..~, "?"~" ..,;:.,"r"'-' t'--_..F f 1 IN THE COURT OF COI1MON PLEAS OF WASHINGTON C~UNTY,PENNSYLVANIA Orphans'Court Division In Re:ESTATE OF SYLVIA B.BALL,deceased " " No.63-71-115,2 } II RECEIPT FOR DISTRIBUTION The undersigned,Patricia Ann Farabee Suthard,distributee under the trust created by the will of Sylvia B.Ball,deceased,.do hereby acknowledge to have received from First National Bank &Trust Co.,Washington,Pa., Trustee of said trust the following: $-,7!..='3:.=.3,£.l.0=4,--_ 9.37 723.67 Cash shown in Petition for Distribution Less:Costs of filing Petitions and Order $-6.50 Costs of stock transfer $----~2~.~8~7-$'========Balance of Cash Received $--..:..::=:.~----115 Shares P.N.B.Mortgage &Realty,common stock Ido hereby acknowledge this distribution to be in full satisfaction and payment of all sums of money,share or shares,payments and dividends which are owing,payable ann belonging to me by any means whatsoever,for or on account of my full share,part or dividends due me by said Trustee from the above named trust and as set forth in Decree of Distribution of the Orphans'Court Division dated May 14,1975.I do by these presents remise,quit-claim and forever discharge the said Trustee,its successors and assigns,of and from the said share or dividends of the trust aforesaid and of and from all actions,suits,payments,accounts,reckonings,(claims and demands whatsoever for or by reason thereof. , I Witness my hand and seal at Washington,Pa.this d~tJl)day of May,1975. ,',<.tHTNESS: I,. £itfr~4,W'%17c.>cr;iV>AJt.o>2~ Patricia Ann Farabee Suthard !I I I I /.';'1~ P 1, I.' f..o 3 -7/-//.s~ COMMONWEALTH OF PENNSVlVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTION.S COUNTY OF WASHINGTON .RESIDENT DECEDENT Form RCC-33 IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of the Inheritance and Estate Tax Act of 1961.).............................~.;L:.:~::.~..~E .ES~~~E ~.~l:::u:v;:OF (state full name of decedent) Late of WASHINGTON...County ~ state of ..... Connty of ..PENNSYLVANIA } ......WASHINGTON......................................................ss: ......JAMES.....C•.....BANE of the estate of the above-named decedent being duly sworn,deptose S and say S ............Esecutor ...........,19..,71.........,1 testate leaving a last will,copy of which is hereto attached.} (lIay).(Y""r)LOOI&IM.K JAMES C.•....B.ANE,ESQ•.,J,07 Washi.ngton Tru..s.t Building,. 'Washington,Pennsy1vania.l$301 .. Decedent died ......Nov.emb.e.r ll,. (Month) Name and address of attorney or} other authorized representative to . whom all correspondence should be mailed. That as such Exec.u.tor deponent is familiar with the affairs of said estate and the property con- (.:x"cutor-Administratur) 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 INSTITUTIONINWHICHDECEDENTRENTEDASAFEDEPOSITBOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT That the contents of said safe deposit box or boxes are itemized under Schedules of this return,with the exception of the following,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth fully and in detail all.the real property in the Commonwealth of Pennsylvania of which decedent died haVing an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giVing the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other institutions,whether indiVidually,or in trust for .any other person or persons giVing also separately the accrued interest thereon,if any,down to the last interest day prior to decedent's death in the case of saVings banks,and to <the date of decedent's dea~h in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in- debtedness of the United States to the decedent;all obligations,whether by statute or agr~~~ent~the;'. ,J.'are designated a~tax free,of the Uni ted States,or any state,or political subdivision t;h.er:eof,....or of~. any foreign country,which are ,owned at the time of death;all wearing apparel,jewelry,silv~:ware;pic- tures,books,works of art,household fUrniture,horses,carriages,automobiles,boats,and ~ny a~d all' other personal chattels of Whatsoever kind or nature,left by decedent,together with the fairly,estimated..\.~market value thereof;all bonds and mortg8!tes held by decedent and of all claims due and OWing .decedent at the time of death,and all promissory notes or other instruments in writing for the payment <of money of'which decedent died possessed,of whatsoever nature,With interest thereon,if any,giVing th~'race value and estimated fai.r market value thereof,and if such estimated fair market value be less than the f'ace value,it sets forth briefly the reasons for such depreciation as to each item;all moneys payable to the estate f'rom life insurance policies carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. ...'•~}1 t. In the case of'securities of'close or f'amily corporations,the values reported.are as f'ar as po.ssible substantiated by f'inancial'statements of'the corporations,showing the assets and liabili ties the.reo.f.as of the date of'd~ath.The schedule also sets f'orth the interest of'rlecedent at the time of' death in any co-partnership or business,and in support of the value of sU'ch interest there is annexed to said schedille,financial statemerits showing the assets and liabilities of said co-partnership'or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the'agreement> together with a statement setting forth the character of'the business,its location,amI.such other f'acts 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 f'orth in itemized form,together with the fair marke.t value thereof,any other property owned or bequeathed by the decedent at,the time of'death•. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers of'property,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers.In the case 0\transfers intenrled to take eff'ect in possession or enjoyment at or after death,there is also attached to the schedule a copy of the deed,trust agreement or other instrument creating the trust.Ther.~is also set forth in said schedule a list of all property,real and personal,with its value,which pa~ses at decedent's death by virtue of the exercise by decedent,either individually,or Jointly with another,or any power of appoint- ment vested in decedent,either individually or JointlX'by t.he will..deed,or other instrument of'another, with a copy of'the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the.nature of'their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,.annuitants and beneficiaries for life under decedent'sWill.It also contains a statement showing which of the beneficiaries named·in the decedent's will,·;f.f.any,died prior to decedent,the dates of their death,their issue,and the relationship of suchissue.;to t):le beneficiary. That Schedule E attached hereto .and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,,st'anding in the name of the decedent and others,plus the date and place of record of instruments effecting the vesti ture of real,estate and the date of acquisition of per:sonalty,plus the name,address and relationship,if'any, of co-owners to the decedent... That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and·deductions claimed for and on behalf of this decedent's estate,inclurling funeral expenses paid; family exemption,where applicable;costs of arlministration of this estate;counsel f'ees 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 anrl 11npairl at time of death;taxes accrued chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if a~y.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount ciaiming 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. That the totals of the appropriate columns in Schedules "A","B","C","E",and "F"as directed therein, have ,been carried forward ~nd properly registered in the Summary. /,~__~__-l!___~_XC'UtOT~~' hington TlUSt Bui.lding . (Street Number) .Wae,hingtQn.,F.ennsylv.ani.a 15.301 . (City or Town and State) Subscribed and sworn to before me this .. .12th day of ... ...J.yne.~...191.2 . ·.:..:····:.·.:.>~?cb--: MAE HERCEG Notary PubliC;Washington,Washingtnl1 o. ¥Y Commission Expires July 14,1975 NOTE:Before,'signing a:ffidavit make sure all blank spaces in the affidavit and schedules annexed are filied in with details or the'word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has 'been properly completed as above-directed. RCC~34('1-64)' COMMONWEALTH'OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each porcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by the decedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be (1)(2)(3) described by lot and block number,street and street number,together wi th DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED 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 encumbrances upon 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 "F"and must not be deducted from this schedule. NONE Insert this total opposite "real property",Schedule "A"in the X X X X X "As Reported"column on the last page of this return. 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 wi:t;hapother or others must be listed under Schedule "E".Intangible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.go jewelry,wearing appa~el,household goods,and fUrnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on .handand 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.any~distributed estate of or income from any property held in trust under the will or agreement of another,'even though located outside of the State,at the time of death,should be listed in this schedule. Item No. ITEM List and describe fUlly UNIT VALUE ESTIMATED MARKEl'VALUE DEPARTMENT VALUATION (Do not write in this space) 1. 2. Savings Account No.I 1691 in the name of Sylvia B.Ball in First Federal Savings and Loan Association of Washington Checking Account No.4-189192,Pittsburgh National Bank,Washington,Pennsylvania Office,- in the name of Mr.or Mrs.Eli F.Ball.Mr.''',IT.....w~'tL.... Eli F.Ball died July 29,1969.()248.91 Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X 21,382.54 q)MMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "c" TRA.N SFEllS ..~ (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)~N~o~_ (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)__~N..nL-__ (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)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)--,l!w!feOI----- (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 0 thers -;-_ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)No (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 c01lld revert to decedent under terms of transfer or by operation of law?(Answer yes or nO)--~l!~ifee------- (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)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 NONE DESCRIPTION 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 -37 '·<\'2':'6:3) COl\lI\10N1\'EALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES ._..-.c", \ h BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest,vested,contingent or'other are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Mildred Carnenter ~1•.Yes T ~c:. "r.••-'!:l '1 ~~(,11 nn-r;a Rn'ldlO1 ~-Vt:>t:J T I.-- n::l'l'l;t:>lan'l'l ('I"........". --..YAA T-- R.D.#'1J.. "1'",,,,...;'P""........'"1 c:~(n- Patricia Ann Farabee ~11,.,,.,,,...,te'r YeA l.hQllq~h Le.sratee 'R n &1 via -,..'D............l~':\Ol T M;11t:>.,..<:!,......Vo...Lee:a.tee ~7"1 '1)",,;1'1 ...~ 'P!:ll::l+'~::l li'1n-r;r!",~"{)77 , ,:/ I,';' r . I'• -. ~. ~c. Deponent further says that all the above-named beneficiaries are liVing at this time except below: NAME DATE OF DEATH RESIDENCE OF THE ESTATE OF :\IATTER OF THE APPRAISEMENT (Executor-Administrator must complete "As Reported"column #1.)~ I ...,'ij ::0 ...(I)(I)Il'...Il'::l til ......til 0....,::l 'ij (I)Il'............0 til '0 'ij (I).......g ~ ~....'< ~ til....Il'....(I) ()...otiltil..., ~Il'r:r~ Year . P.o<THE !No. Will Administration SYLVIA B.BALL Deceased Late of .Ea.a.tWaabington County of.Vla.a.lli,ngtion ~--.-:;l.~~,.-:-i •. Commonwealth(Of ?~linsylvaJli~ :'.-:~••'";f ":-.-(.' ;1 •. tAPPR~ISAL t ..J -~~""~,."~r I ~: REPOR,<XND:~~..:: ;-.:;,:::~;r::;.~. ""U,....%1>\J)c;~ J -.....* ~,).-) ~i enc: ~~>::0 W en en -< (")(")?"'?"?"" I II cl ~~. ~~~~~~ r\)i\:>>f-I I-'til.....::c~~\..VCD (1)..- I\)I\)'g~..•...\h \n .... .J;:-+:-(l)c.. ~_. JAMES C.BANE,ESQ. 307 Washington Trust Building Washington,Pennsylvania 15301 III!,- II-I I~ 1, 1- --~---&J-.~.>,,": .~.~.;r. ~.u , ~:CD-~~II , (l)!':.l,0).&..J....~.. :3~.(;1 •~II .'(l)-~c.. COMMONWEALTH OF PENNSYLVANIA .Tf~i\NSFEIl INHERITANCE TAX RFSIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY I~STRrCTIO!\S:This schedule must disclose all property,real and personal,owned by the decedent jointly with another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to the decedent. Description of Property,Date of Acquisition,Name I unit Address and Relationship of Co-Owners,and Place I Value of Record of Instrument,where_Rea!~state.~ NONE percentage Share Estate Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest Insert this total opposite "Jointly Owned Property",Schedule"E" in the "As Reported"column on the last page of this return. RCC-Bl (6-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT JAMES c.BANE (Executor~ IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division 38-223-1 In Re:Estate of SYLVIA B.BALL WASHINGTON County -File No._6_3_-_7_1_-_1_1_5_2 _ DearMr.Bane You are hereby noti fi ed that the__--'o~r~i~gl-!!io..!.n~a"'l~------------ appraisement in the estate of SYLVIA B.BALL has been filed in the office of the Register of Wills of WASHINGTON County on K June 19 ,19-.12,Said appraisement reflects the following va Iuations: Real Estate _ Perso naI Prope rty__--'2....110..#-,3....8........2.........5""4=---_ Transfers _ Jointly Owned _ Total .....2=-11-,=38=2",-.",--,5~4,,---_ As to such tax that is paid within three months from date of death,a five (5%) percent discount is allowable.As to any tax that remains unpaid after nine (9)months (fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive; and twelve months when death occurred prior to December 22,1965)from date of death, interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date --..,.J-\)wnn,ee~1~9~,----I1.....9LJ7u2"----Signed FRED TOSI Title APPRAISER I DATE OF DEATH:November 11,1971 Note:This is not a bill. COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of~B~AL=L~_~S~YL~VI~A~__----.!B~.!L-.DATE OF DEATH (Last Name)(First Name)(Initial) REPORT OF INHERITANCE TAX APPRAISER 11_1]..71 FILE NO.63-71-1152 I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WASHJ:NGTON Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in ~~"A","~~C'"and "E". Dated:June 19,1972 ~0.L J fJ (INHERITANCE TAX APPRAISER REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint -Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or VALUE AS REPORTED VALUE AS APPRAISED $$-----~--21.382 54 21.~87 I:\A 71 382 54 71 ~R"1:\.4 NSNE NONE-,'-~I 21,382 54 21,3821 54_ VALUE AS REAPPRAISED $-------+-- FOR USE OF REGISTER ONLY Tax on $-+-__2% Tax on $---------4---@) Tax on $5% Tax on $10% Tax on $15% Exemptions * Total Estate ~-- TOTAL TAX COMPUTATION OF TAX $-------...+--- $-------+-- $-------+-- $-------...+--- $-------+-- $-----_---1._- (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death :::::::::::::t=== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from _____to $------ AMOUNT OF ESTATE TAX ASSESSED $------11- Estate tax paid $---IL-I BALANCE DUE $1_ Add interest at rate of 6%from l= -------Ito-----$---------l TOTAL TAX BALANCE $-----~ PAID $-1 FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will..l No. Admimstration ~ IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF . ..SYL.VI.A ..B•...BALL... Deceased Late ofE~T WASHINGTON.............................. County ofW~IP:~c;TC>f:il .. Commonwealth of Pennsylvania REPORT AND APPRAISAL ,, DEPARTME'l\:T OF REVENUE BUR~AU'OF COUNTY COLLECTIONS •HARRISBURG,PENNA.171Z7 COMMONWE~LTH OF PENNSYLVM~IA RESIDENT INHERITANCE TAX APPRAISEMENT DATE .~~n§!l.9..I.1.9.7~. COUNTY WA.S.B.INGTQN . FILE NO §.~.~..7.J.:.~.+..+.?.~. Whereas..~Th~.~~.~~.~late of ?~.'!'W~~;r.~.q'J;Q~. in the County of W~ij,;!;.NG.r;r.QN Commonwealth of Pennsylvania.having died on the l.ltb day of N.Qv.emb..e.,t'19 7,;1,..seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I F..RSP.TQSl.,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate.hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purposes $ PERSONAL: SEE COpy OF SCHEDULE B ATTACHED TO APPRAISEMENT 21,382 54 1 I .' J . -, 'I 1 ,, Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- formity with law on this l9.th..........................day of ·.·.·.·..·· ..·~¥;P..·ji9.$i····..·........·......··..·...............Ii 7~.. Appraisrr......2.44 Wb.S.ij+.N.G':l.'QN ';l.'RV..~.'!'J:l.V.lr,P.:t:~q .. (Number and Sireet) WMa.;!;.NG.'r.9.N.......................,Penna. (Post Office) WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of SYLVIA B.BALL........ Deceased. Late of EAST WASHIN.G.':f9.N.. Date of Death,1.1,..11.~.7L .. Appraisel1lcl!t Docket Vol.,3..6.. Page,..22.3.~.L No 63~.7.1""'11S2. Filed in Register's Ofjice,....June.....19.....19.....72 Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,,.. Wroteabo.ut Appraisement,. Appeal j1'om Appraisement,. Entered and charged,. - ," t, o"u,no",mow""J THE SUM OF , ,$"(}?'lJZ, 12~"'7VDATEAPPROVED. STATEMENT OF DEBTS AND DEDUCTIONS OFFICE OF THE REGISTER OF WII.,LS-~ AND AGENT OF THE COMMONWEALTH OF --.wW,M,:A~Sm~W'iG~['~a~irlT_-COUNTY Form Rl;,C·10 ;/ ESTATE OF STIjVTA B.BAI.I. DATE OF FILING APPRAISEMENT .Tune 1),1972 LATE OF __Jo!C:..IoiU!t'..Jy~o:..f.....zlW~ashi_::e:·~ngt=--=~o~n~_ DATE OF DEATH __....Nl.looLl~uei.olmwblt.!e....r!=.......1=1:!:.J.,~1""'9.L7..:!:1:.-._ " DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCHE" Certificates11/1~Jiq71 Russell Marino.ReR'.Probate Will and Short 22 C;o 11/16Jlq71 W'.on CountY'Reports Advertise Estate 14 00 1,>1711 071 ..-tse ....IlL 00--, 1217I]1q71 Frank S.Bakewell,Jr.,M.D.Medical Services 12 00 ?h,hIq7?S-tewart F.Barnhill Funeral Hom,1.1L.~7C; L.lL.l1c172 S.Whites Sons Inscription on Monument 19 36 61,~/,Iq7?Russell Marino.Reg.File Inventory &Am>raisement 3 00 o...~.........1 1 ••.'ROD'File ,6 00 Mae HerceR'Notary Fees 5 00 T~_........."'tin...""....IR f!"nnn;",,,,;,,,...1 .06Q 1? T~_~~~'R~l'lA 's :fee 1.000 00 I ~.A'~~17 0-{) I - TOTAL -----------------$..,"''''1'\'7'",7'"'-' COMMONWEAL.TH OF PENNSYLVANIA }S.:COUNTY OF WASHJBGTON,. .TAMES C.BANEI,HEREBY CERTIFY,THAT.TO THE BEaT OF MY kN9WLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E SrATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OFAC~ill':'IS+RAT10N SUBMITTED TO THE ESTATE OF HYOoU,.R RAT.T,~~......O,OUCT,ON••0..-.,~,~~/.~/7 (L.S.l INHI!:R1T,ANCe:TAX 'PURPOSES. , 9-t::6--crEaneSWORNANDaUBSCRIBEDBEFOREMETHISLDAYOP' ??71.1:!2~/11I..IL ,"MAE ~~ Notary Public,Washingto ,Washinetnn co. My Commission Expires July 14,1975 --- ('f: c..., ("'<")(I)<~)-l C!.- "-l :-~0 ~......-\~~) -'~',.Cl..'J.•-~ .....)'- c:-.r::l-,uJ ;.. C"-'.1.l t-•.~.....-,:n (n. .........'-u) ,, =~ --::l :.::>(9 'J) a::LU < <".J r.:::~... :..1-_-;--... ...~....r ,,' 'f ·~l .' '. '. ~';/ IN THE ORPHANS'COURT OF WASHINGTON COUNTY.PENNA. In the matter of :uhe Audit of Account filed in the Estate of Docket )Date .f death I/-1/•'7/ \No.1971-11~,Term.19__.A.A. I )Deceased.RRll,SJrlvia B. TO THE AUDITING JUDGE: Enter my 'appearance for the Commonwealth of PennsylViania,claiming transfer inheritance tax in the above estate,as follows: DR. To appraised Vialue of Estate:Realty...._-...-----.--.....__._..._._.__._._._.__._...-...---.-....-....---...$._ Debts and Expenses per Account;see Note GROSS VALUE __.._..__----.----.--$ CR. ........_--__._._-_.___._---_._-_..-_.__.___..__._.._..___-_.$------..---------- V ~31'z,._,F't-----O.----'-,_ ')}S~1r7) Addttional Debts and Expenses per Audit II ) $------- $------ $------- $------- $--------$ $--_._.--- TOTAL DEDUCTIONS,$_ NOTE:The following credits claimed in the Account are held not deductible as against the tax: CALCULATION Gross V;ooue __ -LJ,(~ -----=LI--------"=--------.--'v:) -----) $It-O 1 t Y!i. Tax-~able----at )15% $_.--'-------'1 TAX PAID ON ACCOUNT Total Tax _._......__.._._.._..__._...__.___ __........$--.f..t-()j "_~_9r •• --_.---Less amount previously paid ____-.......$ Balance ______ __.._.____..-.$~~I~.tt_ Interest--lf.-:rTs.$mos..CdayS@_'_%.----$~S\".01--:.-- TOTAL TAX AND INTEREST DUE ...__u _._••••••••••$&.f;"S'3 t!J 1..- o..A(O}-----,..:.--'-"r':'&"1 0 / $------- $--_._-- $------ $------- $------- ~gj ~?7.:v ~~~C2-r-:t:- "------------------------------------- .-- z0 0 r0 3:"'ll3::II0»z m =E 0m"'ll t".l»m ~r-I 'TI ~t I:T(0 0 0 :II T(:II » ~"'ll "'ll :?m "'llzm ~ '"z »'":II-<»...r z ~~0 I mz ~:; (l)>ll>~~ ~------------- .. _t,'.' 2 2 5 0 1 4 o 0 1 4 o 0 1 2 o 0 1 1 4 5 7 5 1 9 3 6 3 o 0 1 6 o 0 5 o 0 1 0 6 9 1 2 1 0 0 0 o 0 3 700 3 3 5 773 -"'I' r •S $•-*;•'i '•..J.~ 1\ffi~nuit ®f 1fxrrutnr (@r 1\bmintatrntnrc 8'tat.l'of JrttttaHluattia.t IiIi: <!loUttty of lihUlI~ittgtl1tt \ P(Tson~dly before me,the undersigned authority,a ;N.9.:t.~.:r.y.:r.)J.1?l.t.Q .in and for said County and ~tate,app'·ared J.aJ:llCll C Bane who,being duly s\\"C'rn ~\(cording·to la\\·.deposl'''and says that he is the executor B~of the estate of .................SyLVIA B.B.ALJ....J deceased,that the foregoing schedules constitute a complete illlfntory and appraisement of the real and personal estate of..Sy.lY.1D..E Ball , deceased,exu'pt real est:lte outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair \a1\1t'(If 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 A:R1X!~txlr.~ Sworn alld .wb.lcnbed before me thiS....d/::.~!1'·'/J),I day Of.......~J.;b........../l ;:..~19.;~.'r/,.__;.~.~...~~...~........~.~ ................../aL...~..,.<."':.:."r,r:/'j J Notary P bl'~~/E !HE.Rtcr::wG e~'o.~<JnDlTIONAL il~SI.CTIONS1I,I.., ,as,ltr;.:~on,3..,,,tnb~"':fC'G: 1.An irM\EntmmjsstmIlitpoo ~th4yirlY61 three months ~Ift(;r appointment of personal representative. 2.A supplemental inventory must be filed within thirt~·days of discovery of additional assets. 3.1 Original and :2 Copies and :2 HeHI-Soi,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, O\'er $10,000,including Copy of \Vill;1 Original amI 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of V.,rill and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 were 1JuUl'utorg nub Apprnisl'lUl'ut of the goods and chattels,rights and credits which of ;;?:h.LY..J.h ~.!!QAI".~late of ..~.~.~.y.~{,~.~.P.:~p.,gtl?.~.I.. J{lashington County,Pa.,taken and made in conformity with the above affidal,it. PERSONAL PROPERTY: SAV DTG:::>ACCCl;}'~T /11 1691 in the name 0 l'Sylvia B.Eall ~n First Fe~eral Savi~ts and Loan Association DOLLARS CENTS (I f Washin[ton: Checking Account No.4-789192,Pittsburgh National Bank, Washington,Pennsylvania Office. 21,130 57 91 REAL ESTATE:NONE TOTAL ---------------------$21,382 54 ""------_.__••~._-< 2L13J.57 2 t 8.97 2 l~3 8 2 ~S 4 .00 T ...."~-..J ;''';I"'.J»rr,:::0 (/';<:')c:t:::J -~-en ,.."!......U>C'J-(f,Z -i rn nl~~,in r--i .....--.l-~r-r:::J:::>0z --.".,.!.::-.-0(')~;,.,..:::r0:::D--J;:"r-Z'"tl r-0:t>en c;:) ""