The URL can be used to link to this page

Home My WebLink AboutOC1971-1182 - ESTATE OF STEVENS,; I,WILLARD J.STEVENS.of the Borough of East Washington, County of Washington,Commonwealth of Pennsylvania.do make this my Will, hereby rcvoking 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 estate as soon as may be convenient after my death. SECOND:I give to my children,JONATHAN EDWIN ALLISON STEVENS.JANE STEVENS.and JOAN STEVENS.if they survive me,so much of my tangible personal property as they may each select,and any unselected items shall be sold and the proceeds distributed as part of the rest of my estate.If my children or any of them are still minors,the person taking care of them or the minors themselves may receipt to my Executor for their shares. THIRD:All the residue of my estate I give in equal shares to my children,JONATHAN EDWIN ALLISON STEVENS.JOAN STEVENS;and JANE STEVENS.the share of any child who predeceases me to go to my said child's issue who survive me per stirpes or,if he or she has none,to be added equally to the shares of the others. FOURTH:If any property (other than tangible personal property) as to which I am entitled to appoint a Guardian shall pass either under this Will or otherwise to a minot',I appoint MELLON NATIONAL BANK AND TRUST COMPANY Guardian of the estatc of said minot'as to such property,said Guardian shall have in addition to and not in limitation of any authority given to it by law and without the necessity of obtaining the conscnt of any COUI't.the following powcrs:to accept in distribution of my estate and to retaL'1 invest- ments and property which Clrc n part of my cstatc;to receive proceeds of •.'.,,---···-n :"..,....,~.."...•...,." .,; -,t' i ,'.;.... insurance policies;to purchase assets fl"Om my estate;to invest and reinvest the principal of the Guardian Estate in any kind of property,real or personal, or part interest therein,without being restricted to investments which are legal for minor's funds;to give options for sales,leases and exchanges;to borrow money;to sell,pledge,exchange or mortgage any real or personal property; to compromise claims;to lease real or personal property for terms exceeding five (5)years;to join in or oppose the merger,consolidation,reorganization or readjustment of the financial structure of any firm or corporation in which the Guardian Estate may have an interest;to carry securities in the name of a nominee;and to distribute the Guardian Estate either in cash or in kind,and said Guardian shall have the power to use the principal as well as income from time to time for the minor's welfare,comfortable support and education,in- cluding preparatory,college and postgraduate or professional training or to make payment for these purposes,without further responsibility,to the minor or to any person taking care of the minor.My said Guardian shall be entitled to receive annually,compensation for its services hereunder in accordance with its schedule of compensation currently in effect when the services are performed,but not in excess of such com pensation as would be approved by a Court of competent jurisdiction. FIFTH;I appoint MELLON NATIONAL BAL'lK AND TRUST COM- PANY Executor of this my Will giving and granting to my Executor the same broad powers of retention,sale,conversion,investment and management of my estate,real and personal,as are granted to my Guardian under this Will and in addition the right to dist ribute my securities or other property in kind to my Guardian. No bond shall be required of allY fiduciary hereunder. ·-2~ ,,'1.'... "~;,'f . ,,.' ," ~. ., ',' ,. ",.~, ,, -.l', I.;.../.';,~ SIXTH:I direct that all estale,inheritance and other taxes in the nature thereof,together with any interest and penalties thereon,becoming payable because of my death with respect to the property constituting my gross estate for death tax purposes,whether or not such property passes under this Will,shall be paid from the principal of my residuary estate passing under Article THIRD hereof;and no legatee or devisee or any person having a bene- ficial interest in any such property,whether under thi~Will or any Codicil thereto or otherw ise,shall at any time be required to refund any part of such taxes. \1 IIi "'I I f IN WITNESS WHEREOF.I have hereunto set my hand and seal this .J.,5'1\day of lVI:ay ,1967. JSEAL) Signed,sealed,published and declared by WILLARD J.STEVENS, the Testator above named,as and for his Will in the presence of us,who at his request,in his presence and in the presence of each other,have hereunto subscribed our names as witnesses hereto." ,'. #63-71-1182..j AFFIDAVIT OF EXECUTOR STATE OF PENNSYLVANIA, SS: COUNTY OF WASHINGTON Personally before me,the undersigned authority,a Notary Public in and for said County and State,appeared ARLIE W.OTT,TRUST OFFICER of MELLON NATIONAL BANK AND TRUST COMPANY,who,being duly sworn according to law,deposes and says that MELLON NATIONAL BANK AND TRUST COMPANY is the executor of the estate of WILLARD J.STEVENS,deceased,that the following schedules constitute a complete inventory and appraisement of the real and personal estate of WILLARD J. STEVENS,deceased,except real estate outside the Commonwealth 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. Sworn and subscribed before me this I j ~k- :J::!;~ ._Notary'Public ,--.. DOLORES P:.MEREDITH,Notary Public Washmbt"Ofl,WRshinl.!ton County fa.. My COm;}lISSlOn Expires • January 2B.1975 ,1972 Arlie W.Ott TRUST OFFICER of MELLON NATIONAL BANK AND TR UST COMPANY EXECUTOR ESTATE of WILLARD J.STEVENS, DECEASED INVENTOR Y AND APPRAISEMENT of the goods and chattels,rights and credits which were of WILLARD J.STEVENS,Deceased,late of 102 LeMoyne Avenue,Washington, Washington County,Pennsylvania,taken and made in conformity with the above affidavit. PERSONAL ESTATE SCHEDULE $5,609.13 $5,619.63 10.50 Mellon National Bank and Trust Company Washington Office Checking Account No.355 -1721 Balance 11/19/71 Les s checks cleared subsequently --'---'-- Pittsburgh National Bank Washington Office Checking Account No. Balance 11/19/71 Less Service Charge 83-3-484215 $15.86 0.50 15.36 ,. $50.00 Treasurer of the United States Veterans Administration burial allowance Social Security lump sum death benefit Washington County Veterans burial allowance Blue Cross of Western Pennsylvania Refund of unearned premium The United Stales of America Savings Bond,Series E Dated December I,1964 Due September I,1972 $250.00 255.00 .'. $505.00 75.00 10.20 48.56 168 Shares 44 Shares 102 Shares 10 Shares 264 Shares 4 Shares 10 Shares American Telephone and Telegraph Company (New York) Capital Stock ($162/3)@ 42.375 Duquesne Oil Corporation (Delaware) Capital Stock ($0.25) General Motors Corporation (Delaware) Common Stock ($12/3)@ 76.875 Dividend of $0.85 per shar e payable 12/10/71 to stockholders of record 11 III /71 George Washington Hotel Corporation (Pennsylvania) Capital Stock ($2.50)@ 6.00 Gulf Oil Corporation (Pennsylvania) Capital Stock (Without Par)@ 24.5625 Dividend of $0.37 1/2 per share payable 12/9/71 to stockholders of record 11/5/71 The Bank of Pittsburgh,National Association (Pennsylvania) Capital Stock ($50.00) (Bank closed in 1931.Stock approved worthless 12/11/52 -Moody's 1950 Bank Manual) The Exchange National Bank of Pittsburgh (NBL) Capital Stock ($50.00) (Bank closed in 1931.Stock approved worthless 10/18/51 -R.D.Fisher,Volume X) - 2 - 7,119.00 1.00 for lot 7,841.25 86.70 60.00 6,484.50 99.00 ---0 --- ---0 --- ./ 16 Shares ,~. Washington Trust Company,Washington,Pennsylvania (Pennsylvania) Capital Stock ($100.00) (Bank closed 10/3/31 -The 1933 edition of Polk's Banking Directory) Household Goods Jewelry 1968 Mercury Sedan 1971 Volkswagen Convertible o --- 3,277.39 680.00 1,500.00 2,000.00 Total Personal Property Appraisement REAL ESTATE SCHEDULE REAL ESTATE IN PENNSYLVANIA ALL that certain lot of ground situated in the Borough of East Washington,Washington County, Pennsylvania,being known and described as Lot No. 51 in Wades Second Addition to East Washington, Pennsylvania,a plan of which is of record in Plan Book No.2,Page 188. HA VING erected thereon a dwelling known as 102 LeMoyne Avenue. $35.412.09 BEING the same premises as conveyed to Willard J.Stevens and Margaret A.Stevens,his wife,by deed of Elizabeth C.Waltersdorf et con.,dated June 27.1950,of record in Deed Book 768,Page 659. Upon the death of the said Margaret A.Stevens on Frebruary 23,1967 the entire title to the premises above described vested in the said Willard J .•Stevens.$34,700.00 Total Real Estate Appraisement RECAPITULATION Total Personal Property Appraisement Total Real Estate Appraisement Total Appraisement MEMORANDUM OF REAL ESTATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA None - 3 - $34.700.00 $35,412..09 34,700.00 $70,112.09 •l!,I• c276~ ~~-?/-///p INVENTORY AND APPRAISEMENT IN THE ESTATE OF WILLARD J.STEVENS,' Deceased '" = Filed :E ~""'"t1='""".»nl ::0 --... "'C>C ~:r-cn =r_(I).r--~t:3n"l,~.G "'TJ .::;:.-0 "-o -;.-1>:::l:'o ooC-;o:;::::;: "1Jr-~!>cno 1972 • Attorney:Jonathan Allison,Esquire Address:Schmidt &Allison Washington Trust Building Washington,Pennsylvania tJ~?A IJ77.25 Si;f'~J £ ..-;r~ EXECUTOR - £._day ~.. .<._:...~ ·.·."!~If/W.rtit Wfll~(~ ":;: Vlitness my hand and official waJ thl• .._~:......19 7..3. ."iJLOO ()OtJI1Ly,::'~;f.. 1 do certify thor I haue (lloe/l legal /lotloe to 1111 personr "'7noerned ofthe filing of ths with/n ocoount In the mann"pre· ",ri/u,d by Statllt.and Rule of Court.Im.tt#l/"-0,p;oofa 11:£I'80f filed to No.C.3 -'7 3 -! 1 t,-.-J ........,..~F.~ i-"" .~ ,...J •.:.'? ".- e-:="" --'"'" '" ~j,j-r;--p~5/Lf Fee - "~N ALLIS~~~I~ Schmidt &Allison Attorneys-at-law Washington Trust Building Washington,Fa.15301 FIRST AND FINAL ACCOUNT OF MELLON BANK N.A. SUCCESSOR BY MERGER TO MELLON NATIONAL BANK AND TRUST COMPANY BALANCE DUE -$62,574.34 ~::o::ol>r:1U')(i')C::c-U'_(j)(,0 Z ·-1 ;.,.-; r;"J rn I -I ::v .. 1';."",:)....."~~~~'.~ ,..~;D0__ :.r z -UrO <....M )1>(J)1-1"" ..Filed ...,.-v,.:-.1 r ':·:::w~·-JJf"a nuw,co MJll,LL~~....;..~ .lii13 the withm aeOO""'t O'<8ellt6l1 to tilt!COI(rf ./8,.oonjirMatlOn. ~"'THE:'COLJKT OF COMMON'NPLEAS OF WASHINGTON "COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION~~ NO.63-71-1182 ~\\;t>. ESTATE OF WILLARD J.STEVENS,DECEASED ~......~..;"':~.~---'-~"..._--- o' • .• Ir ,• .~' 1.l I~II \1\~'", ,~ \,;",r,I; , r:~...,,-'",>0' J ft ..."':I-'.o p ~,p ~,. Co'...~.;:; 1i ,~"i J!'".. II':;~01-.•• _~~(J .. ~ff~g.Ii~f ~l .", "...~( -1"1'~...."~-.1i ~,g ..,7;"I..J..:5 t1 ,.• ~.:;:.r ~!J I~...~~~~O:f~e l~ itII'I~...J ••rf!1 ., -~U!~3T 'i p~$ 'I"fIrtf f,f ~~I , ~." IN THE COURT OF CC!1MON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION NO.63-71-1182 ESTATE OF WILLARD J.STEVENS,DECEASED FIRST AND FINAL ACCOUNT OF MELLON BANK N.A. SUCCESSOR BY MERGER TO MELLON NATIONAL BANK AND TRUST COMPANY EXECUTOR January 23,1973 SUM MAR Y SCHEDULE "A" PRINCIPAL-PERSONALTY Receipts Page 3 Amount transferred from Income-Personalty $35,561.59 1,152.48 $36,714 07 Disbursements Receipts Page 7 SCHEDULE ''B'' INCOME-PERSONALTY Page 8 Balance 9 150 99 $1,545 27 $27,563 08 Disbursements Page 8 Amount transferred to Principa1- Personalty for payment of administrative expenses and debts SCHEDULE "c" PRINCIPAL-REALTY $81.53 1,152.48 Balance 1 234 01 311 26 WJ:aag Receipts Page 9 NET BALANCE 34 700 00 $62,574 34 The balance consists of the following: PRINCIPAL-PERSONALTY Stocks: American Telephone and Telegraph Company 168 shares Capital Duquesne Oil Corporation 44 shares Capital General Motors Corporation 102 shares Common George Washington Hotel Corporation 10 shares Capital Gulf Oil Corporation 207 shares Capital Jewelry,delivered to Legatees (See Exhibit No.1,Page 10) 1968 Mercury Sedan,delivered to Legatees (See Exhibit No.1,Page 10) 1971 Volkswagen Convertible,delivered to Legatees (See Exhibit No.1,Page 10) Household Goods and Cash proceeds sale of Household Goods,delivered to Legatees (See Exhibit No.1,Page 10) INCOME-PERSONALTY Cash on hand PRINCIPAL-REALTY Real Estate situate 102 LeMoyne Avenue, East Washington,·Pa. *Subject to payment of Attorney's Fee in amount of $3,500.00 and Mellon Bank N.A. Executor's Compensation in amount of $3,505.00 - 2 - $7,119 00 1 00 7,841 25 60 00 5 084 44 $20,105 69 680 00 1,500 00 2,000 00 3 277 39 $27,563 08 311 26 34 700 00 $62,574 34 * SCHEDULE "A" PRmcIPAL-PERS ONALTY 1972 July 13 Inventory filed Receipts $35',412 09 1972 Mar. Conversion of Assets 24 --Net proceeds partial household goods Carrying value Without Gain or Loss sale of $2,109.39 2,109.39 $000 00 Sept. 1972 Mar. 1 Proceeds redemption $50.United States of America Savings Bonds,Series "E"Registered, dated 12/1/64,matured at 52.50,less increment credited to income •$48.56 Carrying value 48.56 Miscellaneous 23 Pennsylvania Blue Shield: Medicare Benefits under claim No.l59-l4-9834A for expenses paid by the estate;Ambulance, Dr.Benton and Dr.Berman 27 Pennsylvania Blue Shield: Blue Shield Benefits under claim No.l59-l4-9834A for expenses paid by the estate;Ambulance, Dr.Benton and Dr.Berman Amount transferred from Income-Personalty for payment of administrative expenses and debts - 3 - 000 00 $119 60 29 90 000 00 149 50 $35,561 59 1 152 48 $36,714 07 SCHEDULE "A" PRINCIPAL-PERSONALTY Disbursements 1971 Dec.13 Administrative Expenses Veterans Administration: Two certified copies of discharge papers $1 00 14 Washington County Reports: Advertising grant of letters 14 Observer-Reporter: Advertising grant of letters 14 00 14 00 v 1972 June July 18 24 13 14 Joseph P.Ames:Appraisal Fee,jewelry J.C.McCleery:Appraisal Fee,real estate at 102 LeMoyne Avenue,East Washington,Pa. Observer-Reporter: Advertising real estate for sale Observer-Reporter: Advertising real estate for sale 10 00 v 35 00 10 20 35 70 12/24/71 5/2/72 7/14/72 8/31/72 Aug.31 Register of Wills,Washington County, Court costs,as follows: 12/14/71 Grant of letters and seven short certificates Four short certificates Certified copy of Will Filing Inventory One short certificate Pa.: $17.50 4.00 6.50 22.00 1.00 51 00 Oct.2 Observer-Reporter: Advertising real estate for sale 128 52 6 Pittsburgh Suburban Community Newspapers: Advertising real estate for sale 72 00 0/ Dec. 1972 Dec. 24 7 15 Hood Insurance Associates:Net annual premium to 11/14/73,homeowner's policy,Celina Mutual Insurance Company R.A.Paynter,Incorporated:Premium to 12/17/74 liability policy,Hartford Accident and 'Indemnity Company Expenses re residence property at 102 LeMoyne Avenue,East Washington,Pa. 2/8/72 Manrow and Grable: Roof repairs $15.00 v 2/28/72 Washington Paint and Glass Company:Replacing broken glass 17.39 II 131 00 26 00 v FORWARD - 4 - $32.39 $528 42 BROUGHT FORWARD $32.39 $528 42 3/17/72 Bell Telephone Company of Pennsylvania:Service to 3/4/72 25.82v 4/4/72 Pence Painting and Remodeling: Charges 7l.50~ 4/5/72 Bennie Watson:Hauling rubbish 9.75~ 4/27/72 McVehil Plumbing Heating and Supply Company,Incorporated: Plumbing repairs 27.13 ~ 5/22/72 Merle Harps:Lawn care 6/26/72 Julius S.Nyikos:Settlement of claim re purchase of kitchen stove 15.00 50.00 7/6/72 Real Estate County Borough School Taxes for 1972: $92.00 94.90 284.71 471.61 7/24/72 Donald P.West: Charges for cleaning 162.00 9/19/72 David Baker:Cutting grass and lawn care,payments June,July,August and September,1972 55.00 10/25/72 West Penn Power Company: Service to 10/17/72 115.33 10/27/72 McVehil Plumbing Heating and Supply Company,Incorporated: Furnace repairs 26.10 11/8/72 Tom Miller:Services re removal of trees,May and November,1972 120.00 12/4/72 Columbia Gas of Pennsylvania, Incorporated:Service through final bill 192.39 12/15/72 Washington-East Washington Joint Authority:Service through final bill 15.26 FORWARD -5 - $1,389.28 $528 42 BROUGHT FORWARD 12/15/72 Western Pennsylvania Water Company:Service through final bill $1,389.28 26.14 $528 42 1 415 42 $1,943 84 1972 Aug.16 Loss on Sale of Assets Net proceeds sale of 57 shares Gulf Oil Corporation,capital Stock at 22.625 $1,289.13 Carrying value 1,400.06 110 93 1971 Dec. Preferred Debts 14 Owen D.Benton,M.D.:Professional services $40 00 14 Ambulance and Chair Service: Service 10/28/71 from home to ·hospital 14 Richard H.Piatt Funeral Home:Funeral expenses 1972 Jan.27 Drs.Berman and Smith:Professional services Feb.18 Washington Hospital:Telephone expenses 35 00 2,015 65 i4l 00 5 25 June Aug. 14 Kurtz Monument Company: Payment on account,grave marker Less:·Veterans Allowance 9 Kurtz Monument Company: Payment in full,grave marker $125.00 100.00 25 00 848 00 3,109 90 1971 Dec. Other Debts 14 First National Bank of Washington:Payment in full of installment loan re finance of 1971 Volkswagen $1,527 10 14 Thomas W.Uhler:Lawn care 40 00 14 West Penn Power Company:Service to 11/17/71 17 07 1972 Jan. 16 Ernest C.Cramblet Collector: 1971 School Taxes less installment paid 10/30/71 17 Bell Telephone Company of Pennsylvania: Service to 12/4/71 5 Bennie Watson:Hauling rubbish $279.76 93.26 186 50 12 92 7 25 18 Citizens Water Company:Service to 12/27/71 24 Columbia Gas of Pennsylvania,Incorporated: Service to 1/13/72 FORWARD -6 - 11 17 31 85 $1,833 86 $5,164 67 1972 Jan. Feb. Apr. BROUGHT FORWARD 25 Internal Revenue Service: Employees and Employers Social Security Taxes for Margaret Dolan covering the quarter ended 12/31/71 28 Washington-East Washington Joint Authority: Service to 12/27/71 10 Pennsylvania Department of Revenue:Payment of balance due 1971 individual Pennsylvania Income Tax liability 10 Internal Revenue Service:Payment of balance due 1971 individual Federal Income Tax liability $1,833 86 9 36 11 22 13 57 5 00 $5,164 67 1,873 01 1972 Feb.14 Other Taxes Commonwealth of Pennsylvania: Payment on account of Pennsylvania Tax,being at 6%on $20,000.00 Less 5%discount Inheritance $1,200.00 60.00 $1,140 00 Aug.8 Internal Revenue Service: Payment in full of Federal Estate Tax per return Form 706 filed 973 31 2,113 31 1972 Miscellaneous Oct.3 Accountant claims credit for the following securities,for the reason said shares were determined worthless: The Bank of Pittsburgh,National Association 4 shares Capital Stock $000.00 The Exchange National Bank of Pittsburgh 10 shares Capital Stock 000.00 Washington Trust Company,Washington,Pa. 16 shares Capital Stock 000.00 -7 - 000 00 $9,150 99 SCHEDULE "B" INCOME-PERSONALTY Receipts Dividends American Telephone 168 shares 1/3/72 and Telegraph Company,Capital to 1/2/73 $562 80 General Motors Corporation,Common 102 shares 3/10/72 to 12/9/72 Gulf Oil Corporation,Capital 264 shares 3/9/72 to 9/7/72 207 shares paid 12/7/72 $297.00 77 .63 453 90 374 63 $1,391 33 1972 May 1973 Jan. Interest-Bond United States of America Savings Bond,Series "E" $50.increment to 9/1/72 Miscellaneous Cash received 12/28/72 from Harold U.Fergas,Jr. being interest due the estate for extended closing privilege on sale of real estate Disbursements Administrative Expenses 3 Pennsylvania Department of Revenue: Tax on income of account for year ending 12/31/71 23 Mellon Bank N.A.: Compensation as Executor Amount transferred to Principal-Personalty for payment of administrative expenses and debts - 8 - 3 94 150 00 $1,545 27 $4 27 77 26 $81 53 1.152 48 $1,234 01 1972 July 13 Inventory filed SCHEDULE "c" PRINCIPAL-REALTY Receipts -9 - $34,700 .00 EXHIBIT NO.1 Payment on account of distributive shares: PRINCIPAL-PERSONALTY Jonathan Edwin Allison Stevens, Jane Stevens and Joan Stevens,Legatees: Advancements on account of distribution under Article Second of Will: An undivided 1/3rd.(one-third)interest in all items advanced at inventory value to each,as follows: Jewelry,delivered 1/31/72 1968 Mercury Sedan,delivered 1/12/72 1971 Volkswagen Convertible, delivered 1/12/72 $680.00 1,500.00 2,000.00 Household Goods Cash,being net proceeds sale of Household Goods delivered -10 - $1,168.00 2.109.39 4/3/72 3,277.39 $7,457.39 COMMONWEALTH OF PENNSYLVANIA ) SS COUNTY OF WASHINGTON ) ARLIE W.OTT,Trust~Officer of the MELLON BANK N.A.,Successor by merger to MELLON NATIONAL BANK AND TRUST COMPANY,the above named Accountant,being duly sworn according to law, deposes and says that more than six months have elapsed from the date of the 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. Sworn to and subscribed befor.e me this30 Ctfday.,". &"'0 1973 ~e-d&~ Notary Public pnlORES P.MEREDITH.Notary Publlq vioiJhloaton,Washington County,;fa.My Commission Expir.esJonu.ry 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 Bank N.A.,Successor by merger to Mellon National Bank and Trust Company Observer •Reporter WASHINGTON,PENNSYLVANIA PROOF OF P.UBLICATION -... .j------------------,... In compliance with the Newspaper Advertising Act of 16 May,1929, P.L.1784,as amended. Commonwealth of Pennsylvania,County of Washington,S8:~..' (Personally appeared before me,a Notary Public in and for said COUJ?-lY and State,Ri.char.d S.•....C.owao ,who helng dnly sworn ~cCOrding to law,deposes and says tha.t he is the ._.v.i.s;..~.~.P.~_e..~.i_Q.~J}:t of the Observer Publishing Company,a Pennsylvania corporation,and its agent in this behalf;that th.e said Com.pany is,the"owner and publi6her of the Observer·Reporter,successor·to The W.ash~ngton Observer,established September 18,1871,-and The Washington Reporter,"established August 15, 1808,a dally newspaper of··general circulation,printed and published and having its place,ofbusines's at Washington,Washington County,Pennsyl· vania,where it or'its predecessors have bee;n established and published cfrntinuous'ly for more than six months prior to the publication of the notice hereto attached;that the pr.inted notice or advertisement hereto attached· is a copy of an official advertisement,official notice,legal notice or legal advertisement,exactly as printed or publis1)ed in th~Obs'6rver-Report€lT in its regular editions on the following date or dates;. ....................................D.ec.emher.....7.,.l4.....and...2.1.,1.9.7.L . tha.t neither th'e affiant nor the Observer Publishing Company is interested in the subject matter of said notice or advertising and that all of the all-ega- ~~~n~T~~.this affidavit aa to th~tl~~'~IJ:lt:::1pn~:cati~~ Sworn to and .sUhscr~ore me this.....2.1day orDe.c.e.mb..e.r.....1971....f<j~q'/l(~~ MARGARET M.BRADLEY,NOTARY PUBlI~ WASHINGTON.WASHINGTON COUNTY MY Cor,IMISSION EXPIRES MAY 6,1972 '"~.I'", 'A')••,;ill...", .,r;ii ~,;. <.'.f'~"~;)\:,, :f ~~~1ffi;' 'r;ta:f:---:.~ , 'I ' 'J '~ ,f ii" ".'"•.II f\.-'· I.~;1'; ~,-,~ >:'. , >F :j ," \ ),)!:,-,,., I:''..' ..~ ,,{ .:'l T . ~lt t4r <!tuurt uf <!tummuu JIran uf IJan4tugtnu <!tuuuty (@rp4aun'<!tum itntntnu In the matter of the Audit of Account in J Estate of_~W"-,-,I",L",L",A,-"-,,R-,-,D,,--,J,-,.,-,,,S-=T-=E,,-V-,--,=E:.=N.:..:S,,-{ TO THE AUDITING JUDGE: 63-71-1182No._~",---.:...:,---,:...:..=_ Enter_...,....~---"o"u"r'-appearance for --=-A::.c::..::cc;o:.:Ull=t.:.a=n:.:t _ ~~~o~~ 2!:ay of March ,I9---.ll. N.B.-COUDsel shall,by separate paper,present a concise statement of each claim,with supporting calcnlation 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~ meul in that regard. ~ • ." No,63-71-1182 In re Audit of Account in Estate of WILLARD J.STEVENS AUDIT 'rarripr for I i\.pprarau.rr FOR MELLON BANK.N.A. Accountant , ,. \~\~d l,(\4'\\~\j::1 I',.-J. ~2 .,.T~~tate Form j PETITION SUR AUDIT IN :THE ORPHANS'COURT OF WASHINGTON COUNTY 'J No ~?::.n":Jl~~~. _..__..~',";:..:;:.'--..";';-:."-:.,:_":''::;';~'"''''''''--. .,}.!' r-..._____.~.~.,:_:..-.-_::_------'__.._-----_.__--_. r;....Deceased Date,of·.·.'''......,-..Date of ,.,",'November 19.1971 November 29.1971Decedents.deoth o,,,.-..,,•.•,•.."·.o..,,Grant of Letters :. Th' .the First a'nd Final .,...f'l d''t'h'"t tIS IS e occount I e In IS es a e.~-~. If there have-been f0r~er accouhts filed'iii 'thiS'esfdte~list file number o'r'numoer and term ~.o.~~.. Date Election Place of; Filed Record ,,.. Election to take Under or Against will.(cross out one) Not Applicable Name of surviving spouse :!'l()I!:':':.:.'. List issue,where material: Jonathan Edwin Allison Stevens Joan Stevens-.now Mellon Jane Stevens.now Lucado ,- Did decedent marry after execution of will?(indicate)'l3z.No.Any children born after execution of will?(indicate)' ....";T _•,"'"'...... J(~No:If answer yes,name them .. ,..........................---.,-.---.'"-_-_.--_\.~_.~----'--_.-_.-----_._. Legatees Relationship Interest Fiduciary,if deceased or not sui juris Jonathan Edwin Allison Stevens Joan Stev.e.ns.now Mellon Jane Stevens.now Lucado Son Daughter Daughter 1/3 residue 1/3 residue 1/3 residue List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause: None " If partial intestacy,give facts: None 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.~ If any exception give cause:.. Fi Ie copy of Notice ..'.('..c and date of mai Iing ,!~.'?:~~X.y..}.~.!..)~.?}~..:".:;~:;.".",.~;'"~, r .\ Is estate subject to the filing of a,Federal EstatE:Tax,Return?.!~.~...:..~~'?.::~~~..~.~.!~~:':..~~~~~..~~.':'.e.~?.e:.':"...~.!..1972 Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.J~.~.~.4;Q.~g.Q..(~}.,}.Q.9.·)~.~.s.At!?C;.9unt) .fIftheWillmakesanyportionofestatesubjecttoalife-estate,give name and birth date cif life tenant . ........._ _~~~.!.\I?p.~~~~.b.~.~;_. Give Names ond oddresses of oil unpoid creditors who ore legolly entitled to notice,together with the omounts of such claims;state whether they ore odmittea'to be correct;ond whether the c10im is denied. ..')None ! • Give reference to such parts of the will os require interpretotion by the Court;0 reference to oil questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: None ~,~r ~,.... ",).r "-;.(j:J )-r" '1"1'"'~rT T '0""'.\"'" "r .-; ....., Balance far distribution per account, Itemize any additional debits not shown by account:$.....~~.!.?11.:}:L......_. See Schedule "A"attached Total additional debits (Add). ._~. . .Itemize any additional credits not sho,,!n b.y :qcc;oynt:_ $34,390.61,..------------. , See Schedule "A" Total additional credits (Subtract)$.~.~.'.??~.:.~?.. Balance for distribution $??P.?..,.1.2 . 'r .. $54,747.03 ... 3,277.3.9 27,183.95 $7,119.00 1.00 7,841.25 60.00 5,084.44 680.00 1,500.00 2,000.00 If balance for distribution is not in cash,list each item held in kind,giving approised Value (or distribution Value); Principal-Personalty 168 shs.-American Tele &Tele,Gapital 44 shs.-Duquesne Oil Gorp.,Gapital 102 shs.-General MotoTs Gorp.,Gommon 10 shs.-George Washington Hotel Gorp. 207shs.-Gulf bil~Gorp~,Capital Jewelry -Advanced 1968 Mercury sedan -Advanced 1971 Volkswagen -Advanced Household goods and cash proceeds sale of household go<;><j.s-.Advanced.. Gash on hand Income-Per sonalty. Cash on hand 426.43 $55-,173.46 ..,, ="'\.~:"J ESTATE OF WILLARD J.STEVENS,Deceased Receipts and Disbursements since filing First and Final Account through March 7,1973 Balance per Account: PRINCIPAL-PERSONALTY: Add: Harold Fergus,Jr.,et ux: Purchasers'prorata share net 1972 real estate taxes on property at 102 LeMoyne Avenue, East Washington,Pennsylvania sold 2/28/73 Amount transfe rred from Principal-Realty for temporary investment Less: Register of Wills,Washington County,Pa, Filing First and Final Account Jonathan Allison,Esquire: Attorney's fee Mellon funk,N.A,: Accountant's compensation 25.00 3,500.00 ' 3,505.00 #101-613 $27,563,08 58,95 34,155.00 $61,777,03 7,030.00 INCOME-PERSONALTY Add: Cash received being interest due to February 28,1973,due to delayed closing on sale of real estate Less: $311,26 176.66 487.92 Pennsylvania Department of Revenue: Tax on income of account for the year ending December 31,1972 Internal Reve:J.ue Service: Tax on income of account for the year ending December 31,1972 Mellon Bank,N.A.: Accountant's compensation $32.75 19.91 8,83 61.49 426.43 SCHEDULE "A" PRINCIPAL-REALTY Less: Net proceeds sale 2/28/73 of property at 102 LeMoyne Avenue,East Washington,Pa.to Harold Fergus,Jr.et ux for a total considera- tion of $34,500.00 Less: Realty transfer taxes 345.00 $34,700.00 Net proceeds Inventory value $34,155.00 34,700.00 Net Loss ($545.00) Amount transferred to Principal-Realty for temporary investment 34,155.00 Balance Consists of the following: PRINCIPAL-PERSONALTY Stocks: 168 Shares -American Telephone &Telegraph,Capital$ 44 Shares -Duquesne Oil Corporation,Capital 102 Shares -General Motors Corp.,Common 10 Shares -George Washington Hotel Corp. 207 Shares -Gulf Oil Corp.,Capital Jewelry delivered to legatees per account 1968 Mercury sedan,delivered to legatees per account 1971 Volkswagen Convertible,delivered to legatees per account Household goods and cash proceeds sale of household goods,delivered to legatees per account Cash on hand 34,700.00 7,119.00 1,00 7,841,25 60.00 5,084.44 20,105.69 680.00 1,500.00 2,000.00 3,277.39 27,183.95 -0- $55,173.46 $54,747.03 INCOME-PERSONALTY Cash on hand -2- 426.43 $55,173.46 ESTATE OF WILLARD J.STEVENS SUGGESTED SCHEDULE OF DISTRIBUTION Your Accountant suggests that the 44 shares Duquesne Oil Corporation,Capital stock at carrying value of $1 be awarded to Jonathan Edwin Allison Stevens as agent for himself,Jane Stevens Lucado,and Joan Stevens Mellon in equal shares as this stock cannot be transferred at the present time.Your Accountant further suggestions that the tangible properties consisting of the jewelry,two autos, and household goods at aggregate value of $7,457.39 be awarded as a single award to Jonathan Edwin Allison Stevens,Jane Stevens Lucado,and Joan Stevens Mellon,jointly. We further suggest that the residuary estate,both principal and income,after payment of balance of Pennsylvania transfer inheritance tax and interest due thereon be awarded as follows: One-third (l/3)to Jonathan Edwin Allison Stevens to include the following in kind at the values set opposite. 56 share s -American Telephone &Telegraph,Capital 34 shares -Gene ral Motors Corporation,Common 10 shares -George Washington Hotel Corporation,Common 69 shares -Gulf Oil Corporation,Capital $2,373.00 2,613.75 60.00 1,694.82 One-Third (1/3)to Jane Stevens,now Lucado to include the following items in kind at the values set opposite. 56 shares -American Telephone &Telegraph,Capital 34 shares -General Motors Corporation,Common 69 shares -Gulf Oil Corporation,Capital $2,373.00 2,613.75 1,694.81 One-Third (1/3)to Joan Stevens,now Mellon to include the following items in kind at the values set opposite. 56 shares -American Telephone &Telegraph,Capital 34 shares -General Motors Corporation,Common 69 shares -Gulf Oil Corporation,Capital $2,373.00 2,613.75 1,694.81 ~,..-...... :E -..I I I :;:n ...., ~..":;0 (ft C>c ::l:.....-.- :r:-if)~1 (ft (fiZ~--'1rnI . 6':.rn .',-..I--!~.,C..100z~ -n ::::-u 0 ::E 'r:-::::I: :0 :;0 r Z"'tI r 0~CI'l .!;:" If Family Exemption claimed by Petition,give place of Recard:~~~Ap.P.~.~~.aJ~~.<:'. If Family Exemption is claimed at audit,give nome,relationship and basis for Claim:. List any advancement or distribution on account that has been mode,and nature and amount of some: Jewelry 1968 Mercury sedan 1971 Volkswagen ConvertibLe: Household goods and cash proceeds sale of household goods $680,00 1,500,00 2,000.00 3,277 ,39 $7,457.39 Receipts for Advancement filed herewith. Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to toke in kind if balance is not in cosh:residuary shares being stated in proportions: See Suggested Schedule of Distribution. COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, .~--.. to the best of ~t.s knawledge and bel ief. Office being duly .sw.o.l:Il.doth depose and soy that the facts set forth in the foregoing petition are true And.your tl.etitionec.will evet.proy,etc.b M tMellon]jank,l\l.A.,::'uccessor yerger 0 Mellon National Bank and Trust Company ...........~~~':.Il ta and subscribed before J /l~ me this..l..<..4..day.~~·····X~;J,x£~.::d..19..n._..r:..'!.:~JJI?!.. Signature of Officer.•:..,dJ.~d-I..t....1J~Trust Officer-Title of Officer :~.'?~~.7.y...~.':':~~.~~. Ii No 9.3.::1J.::11.az __.. ~•••••••••__•••__••__••••••__•••••••••••••••••__••••••_._._••__0 ••_••._ Estate of.....w.~.~.~.AB-.p...J.,..§.1'.:f;.Y.&NS...... n >" .),"Deceased F'ILED, '13 NAV 1 Pt1 I 41 '0 > ,,I "-....::..~ .J ,, ,) ) J (, .>~ ) 4 .) ",,, "-<si (,) .J > ), ;Fiduciary ~~~.~9..r:T..!?~~~!...~,_!>:!:.. PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL > ,; Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective Dec'ember 3,1951,being rulec>No.9:paragraph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes'of all Caunsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order cippointing Trustee ad Iitem,if pertinent. 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 fi led with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. .10.Copy of Federal Estate Tax return if es- tate is subject thereto. ......__.__:J.!::>!')..?Jh?,n..NE.~.9.n _ _ _ _. RUSSELL H!e.RiNO 'REGISTER OF WILLS ---WASHINGTON CO.,PA. • 1 'J ) ".io., .' -.I )1\'":.\:--.~. \'--/'A \'.:'\,//'/{~~-'~"-"i ,( '0••/0(;/'""''I;'~'~'",~\'~""11/1;/"lIPt" ., ,J I ,, ,J ~:i Attorney I"i ~. '. •;,' .' " ....., \:~ .. " ..,~,:".~~.j "(,r~ t' • QJ -,e,:t·Si·~..';:J'~0e;:"'~ \oj:),£:)~-! ;[~c~Le,_ " .., -, • ..~::;-., ,,'.' ...ii~r,.~~~~.,,,{~~.':'~:~~n:'·,;~r.:;'<'"r1C'.-: .-~>_~.."·.'\it~2-_;;.~;;~.-';:!:_>,:,~'J~~:,',,"t~· :',¥6{'~'~·~.~~...1;>,~\~~~_<l ,~.,::t iii,;.ltf'.:. .~•. "'!f;t);,~':'. :{,. .~,- ··t~, _1~;*. ,:~-. J~i"1 ..~'"'~1>;• '.J .--!'•"~j <~::l ,,~~~i:~:::;:·'-£if/j.~::r~i~',._.j ~:::.:"y ..·t .(?o.i I,":{\G ~[c c',.+;;)~:,::O~·:.:,:~.:'·Y:;:'?..;;~r:7~:"\\.E'(N;ri~~.. }. -.'" • '. ;"'.. .,f- ;;'-' , ,1;',;.," ,',- ~I '.t' \~j:it ' ~, ~~~'r ,';,,~:'.l.",;,i~,'~":";,f' ..;'·,:j~·l;.~~,.;:,~i~. !' .t""~.~--"'(j"'I ,,'1'/~ 'Eo••"..;. ":'t;J:;:::t ,'. , .. "" ....~.~" ,' " ",',., .,J .-->.,l •0'~. • J , .0 t-~.-·1 '.::..; !' \(.... ", ~,.-q-.J~::'J '-'"3>-rTI ::0 (j)G?c:•::x r"":::t:(j)~<n (j)Tnz.,-,nl~J rn r --.I ,,-"::!:0 c::;•~0 ~Z .";;:::-0 0 ',r,..:::l: 0 ~:;;tJ -,r z':"0 r 0 -+:"J>(j),. "Ir ")",:.<. .--- ,,• ~II ',\t,\."'\\'l \,.'I \,"\\'-t ~,,,\\,• ".,,,...:'. '....., \ J ~u t4~<!rum uf,<!rummnu 'hus uf lIus4iugtnu <!ruuuty,.=. '~uusylnuutu,(@qt4uus'<!rum ItntSlnU I' I ESTATE OF Willard J.Stevens,' Deceased. 63-71-1182No.__.,----_ In the matter of the First and Final Account of Mellon Bank N.A.,Successor by Merger to Mellon National Bank &Trust Co., Executor ADJUDICATION AND DECREE And now May 4 ,19-.1iL,this matter came on for heoring, oudit and distribution at this session and testimony taken;and thereupon,upon due consideration thereof of thebolance for distribution in the hands'of the Accountant is determined to be $55,173 46 'and the acCount is accordingly confirmed;ond 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 port hereof,unless exceptions hereto be filed sec,reg.or on appeal be taken herefrom:sec)'leg~' '.~.'.'..,By the Court, SCHEDULE OF DISTRIBUTION 1 Additional debits-Audit .... Balance per account .:.,,-_....' •34390.6' $62,574.34 Additional credits -Audit Balance,------,------,~ <" Deduct Clerk's Costs &R~~eipts;_ ,'~'"...' Attorney Jonathan Allison t",","''\'1l'f .' Russell'Marino ,:A&ehf/B'afari'ce of transfer inheritance tax,"$2,128.43 Intere'st from 8/19/72 to-5fi·9-Pg..,"-S&.-'lB 'c"''''071//1.3,'12."1'1 Jonathan Edwin Allison,Stevens,Agent for himself,Jane Stevens Lucado and Joan Steve.ns Mellon,in equal shares 44 shares of capital slock,of Duquesne Oil Corporation at,'....".'appraised value.of $1.00 per-request at audit, • Jonathan Edwin Allison Stevens"Jane Stevens Lucado and Joan Stevens Mellon 'in equal1shares,bequest under paragraph second of will awarded in kind at aggregate appraised value of $7457.39,per Election filed, Accountant to take credit for advanced distribution, 2224.2 $52,889.25 ~~(t'/?73FJ.Q .,~6I ~i.I./:;L ~~~.~ $52,888.25 7457.3 $45,430.86 Jonathan Edwin Allison Stevens,1/3 residue,including 56 shares American Telephone &Telegraph,Capital,at appraised value of $2,373.00,34 shares General Motors Corporation"Common,at appraised value of $2,613.75, 10 shares George Washington Hotel Corporation,Commo , at appraised value of $60.00,69 shares Gulf Oil Corporation,Capital,at appraised value of $1,694.82, a.warded in kind at the appraised values set forth,15143.62 ~'~'.• i 0"'"~ lh' 5'"z n' "8" 0 ..9 it c:if~ ....0 3 l"'\"'" 0 ~ "'"c .S: ~~ ::t 0"'".. f::l :r & '" • S " t<) ~ , t<) t<) ~ ,. •"N \ ., , d ). • .. 'f·' ,1. J ,I ,J~. ,, t '. ,' .. Jane Stevens Lucado,1/3 residue,including 56 shares American Telephone &Telegraph,Capital,at appraised value of $2,373.00,34 shares General Motors Corporatio , Common,at appraised value of $2,613.75,69 shares Gulf Oil Corporation,Capital,at appraised value of '$1,694.81,Awarded in kind at the appraised values set forth,15143.62 " Joan Stevens Mellon,1/3 residue,including 56 shares American Telephone &Telegraph,Capital,at appraised value of $2,373.00,34 shares General Motors Corporatio , Common,at appraised value of $2,613.75,69 shares Gulf Oil Corporation,Capital,at appraised value of $1,694.81,awardedin.kind at the appraised values set forth~'.15143.62".'. \ .."" ,, .'. .. .-"". .' '"-.;" " .ii r .". No balance ¥: ., :!:>-.oa:: ~ "'".,...- ,. >-CI'S. CI....~.aS'::: ~• ~~ s ",'.' 'I) ~'I) 'I) ,• : • ; • • • • IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PA. ORPHANS'COURT DIVISION I RE:ESTATE OF WILLARD J.STEVENS, DECEASED ) ( ) ( ) No.63-71-1182 RECEIPT FOR ADVANCEMENT TO THE HONORABLE,THE PRESIDENT JUDGE OF SAID COURT: WE,JONATHAN EDWIN ALLISON STEVENS,JANE STEVENS,and JOAN STEVENS,legatees under Paragraph Second of the Will of Willard J. Stevens,do hereby acknowledge to have received from Mellon National Bank and Trust Company,Executor·of the Estate 0'£Willard J.Stevens,deceased,the following at the value set opposite. Household Goods Taken in Kind Proceeds Sale Household Goods $1,168.00 2,109.39 and reque st Your Honorable Court to charge the same against uS in the Decree of Distribution to be entered in the above entitled estate. In consideration of this advancement being made at this time,we agree to return all or any part thereof should it later appear that for any reason said advancement should not have been made. DATED this .:?1-t:h day of March,1972. WITNESSES: GItu),(J~ Jane Stevens C:",~~~-'Q J Joan Steve'ns i (; ,-- ,.J--. ., ., ;urn C) ,, (/l , ;xlc (j) o --0 ::::t: IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PA. ORPHANS'COURT DIVISION ) RE:ESTATE OF WILLARD J.STEVENS, DECEASED ) ( ) ( ) No.63-71-1182 RECEIPT FOR ADVANCEMENT TO THE HONORABLE,THE PRESIDENT JUDGE OF SAID COURT: WE,JONATHAN EDWIN ALLISON STEVENS,JANE STEVENS,and JOAN STEVENS,legatee s under Paragraph Second of the Will of Willard J. Stevens,do hereby acknowledge to have received from Mellon National Bank and Trust Company,Executor of the Estate of Willard J.Stevens,deceased, the following at the values set opposite. 1971 Volkswagen Convertible 1968 Mercury Sedan $2,000.00 $1,500.00 and request Your Honorable Court to charge the same against me in the Decree of Distribution to be entered in the above entitled estate. In consideration of this advancement being made at this time,I agree to return all or any part thereof should it later appear that for any reason said advancement should not have been made. DATED this,_--=4:..:th=-__day of,_--:J:;a:.:n.;::u:;;a:.:r:..Jy'--__,1972. WITNESSES: Jonathan Edwin Allison Stevens.....tJe4 ttMt U Joan Stevens .' ., "".....·V\'·t~·\.."4,I~~ ", 1 \l " • •-,,,..~1 A'J'i.~ .,:.' .( " ,, '- ,,. •......... J.,--.-'i ~ --....,--:::0 :::0~fT1 ::lI:-'c:•U'>(;)ur .~j I::r:(j')U)rn:z -l ':'G),rn ......,~--oJ '0--I ;c-r- 0 ~0 --0z-n :\~::::b~.J> ?-;:0 r-::z-u r.0 .&:'~(f>r-> J J IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PA. ORPHANS'COURT DIVISION RE:ESTATE OF WILLARD J.STEVENS, DECEASED ) ( ) ( ) No.63-71-1182 RECEIPT FOR ADVANCEMENT TO THE HONORABLE,THE PRESIDENT JUDGE OF SAID COURT: WE,JONATHAN EDWIN ALLISON STEVENS,JANE STEVENS,and JOAN STEVENS,legatees under Paragraph Second of the Will of Willard J. Stevens,do hereby acknowledge to have received frOITI Mellon National Bank and Trust COITIpany,Executor of the Estate of Willard J.Stevens,deceased, the following at the value set opposite. Jewelry per appraisal $680.00 day of January,1972. \ and request Your Honorable Court to charge the saITIe against us in the Decree of Distribution to be entered in the above entitled estate. In consideration of this advanceITIent being ITIade at this tiITIe,we agree to return all or any part thereof should it later appear that for any reason said advanceITIent should not have been ITIade. DATED this 11o-t:i WITNESSES: ~~~~JI~Jonathan Edwin Allison Stevens r-/..r-"_"ltd(£....:)~ ,,'Jane Stevens J /J Jo'an Stevens L. , .'. .. L 1 i---, r..-,: • I (:;1 ~ " IN THE MATTER OF THE ESTATE OF WILLARD J ,STEVENS DECEASED, IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY.PENNA. NO,-=6-=3_--=-7-=1_--=1-=1-=c8-=c2 _ 00 Jonathan Edwin Allison Stevens,Agent for himself KNOW ALL MEN BY THESE PRES~NTS,THAT Jane Stevens Lucado'and Joan Stevens Mellon Mellon Bank,N,A.,Successor by Mer"ger to HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM/MELLON NATIONAL BANK AND TRUST COMPANy_-=-E=x;oe=c"u"'t;oo"-"r,,_ OF THE ESTATE of'W=I:.:L=L,,AR==D=--.:J'--',-=S-.:T:..E=-V"--=E::N:..:..:S=----------OECEASEO,THE SUM OF ONE and no/lOO-----------------------------------------(Ol.OO----------IOOLLARS IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY.PENNSYLVANIA MADE AT No,__--'6"'3=--_7'--=-1-~l.o.l""8.=2 _ WITNESS MY HAND AND SEAL THIS'__~&=..dz""'"L_DAY OF,M=:::a:..YL-,9--.J.l.. WITNESS _ I,w,uu .~- .. NO.63-71-1182.. ,. ORP-HANS'COURT , ESTATE OF ., . Willard J.Stevens )., DOCKET , PAGE .... RECEIPT, .FROM .. Jonathan Edwin Allison Stevens, Agent for hims eli,_Jane Stevens Lucado and Joan SteveI).sMellon'' '.TO .. Mellon Bank,N.A.,Executor , '. , FILED 19__ , . ,.,, ",,, ",,,,,,,,,, " ~I,,.,, ",,,,,,, I,,,,,,,, .,,,,,,,,,, IN THE MATTER OF THE ESTATE OF t ---,--_W,-,-=,IL=L_Ac::.RC'-D,-,-=,J-=-._S_T_E_V:...-E_N---;:S==_ DECEASED, IN THE ORPHANS' COURT IN AND FOR WASHINGTON COUNTY.PENNA. 63-7l-ll8ZNO.'---'_ KNOW ALL MEN BY THESE PRESENTS.THAT I,JONATHAN EDWIN ALLISON STEVENS. Mellon Bank,N.A.,Successor by Merger to J Executor00HEREBYACKNOWLEDGETOHAVERECEIVEDFROM/MELLON NATIONAL BANK AND TRUST COMPANY ~_ WILLARD J.STEVENSOFTHEESTATEOF DECEASED,THE SUM OF Fifteen Thousand One Hundred Forty-Three and 6Z/l00------15,143.62----______________________~(s 1DOLLARS IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS' COURT OF WASHINGTON COUNTY.PENNSYLVANIA MADE 63-71-118ZATNO._ WITNESS MY HAND AND SEAL THIS_..lI"ti"-.:.ck='-__DAY OF M=:::a"Y'--19-----.1l. WITNESS'_ Securities Principal Cash Income Cash W.un $6,741.57 8,Z59.90 l4Z.l5 $15,143.62 /)~~k~ /~ifonathan Edwin Allison Stevens ./. ·0"63-71-1182NO._ ORFrHANS'COURT ESTATE OF WILLARD J.STEVENS DOCKET PAGE_-'-)_ RECEIPT FROM Jonathan Edwin Allison;Stevens TO Mellon Bank,N.A•.,Executor FILED 19__ '~l, .. •I .. ..) ,---0--'----'--------------------------,.,--------, !,,.I •IN THE MATTER OF THE ESTATE OF WILLARD J.STEVENS DECEASED, IN THE ORPHANS' COURT IN AND FOR WASHINGTON COUNTY.PENNA. 63-71-1182NO.--.:::"''"---_ KNOW ALL M EN BY TH ESE PRESENTS,THAT,_---=I:.J.'-.:Jc:O=A::N:..:-=S-=T"E=c:Vc:E=N"'S=-ME==L=L:.O=N'-!-._~_ Mellon Bank,N.A.,Successor by Merger to DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM/MElLON NATIONAL BANK AND TRUST COMPANy_--"E~x~e<!c",u~t~o~r~_ WILLARD J.STEVENSOFTHEESTATEOF'-..:.:-=====_=..::..:=-==--:.=.=..=.=-DECEASEO.THE SUM OF F=--=i=-ft:..::e:..::e:..::n=--=T:..::h=-o=-u=-s=-a=-n::d=--O=-::n.:e-.:H=u::::n:.::d::r-.:e-=d=--=-Forty-Three and 62/100- - - - - -15,143.62-- ---__'_--'($)DOLLARS IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS' COURT OF WASHINGTON COUNTY,PENNSYLVANIA MADE 63-71-1182ATNO.,--=~-..:.~_=..::.::~_ WITNESS MY HAND AND SEAL THIS'__.L~~:/~__DAY OF,.::M=a:.yL-19~. WITNEsa~~~~(\.~~~~ Securitie s $6,681.56 tl Joan Stevens Mellon Principal Cash 8,319.92 Income Cash 142.14 $15,143.62 W.un ~r· .,. -NO,'63-71-1182 -, - ORPHANS'COURT , ESTATE OF ; WILLARD J,STEVENS "DOCKET PAGE " - ,RECEIPT ,FROM - Joan Stevens Mellon:;.. .) TO ,..,-- Mellon Bank,N.A"Executor , ., FILED 19__ ) ., ., , ~ -. ,---- • I IN THE MATTER OF THE ESTATE OF } -,-W,-,~".L.....L"",A""""R"",D,--,,-J_L'--"'S"'T""E"---V'---'E"'--'--'N"'S'----,--,-,cc==-_ DECEASED, IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY,PENNA. 63-71-1182NO _ KNOWALL M EN BY TH ESE PRESENTS,THAT....::;:I...,---=-J.:.A--.:N=E::....:S=--T-=-.=E"V--=----=E=N.:.:S=-.--.:L={)=--C=A"D=--O,=-.L,__----"-~__ Mellon Bank,N.A.,Successor by Merger to DO HEREBY ACKNOWLEOGE TO HAVE RECEIVED FROM!MELLON NATIONAL BANK AND TRUST COMPANy_----'E=x"'e=c--"u"t"'o"r'----_ WILLARD J.STEVEN> OF THE ESTATE OF ~DECEASED.THE SUM OF Fifteen Thousand One Hundred Forty-Three and 62/100------1.15,143.62-----)00LLARs IN FULL OF THE AMOUNT AWARDEO ME UNDER THE DECREE OF THE ORPHANS' COURT OF WASHINGTON COUNTY.PENNSYLVANIA MADE 63-71-1182ATNO._ WITNESS MY HANO AND SEAL THIS_---'I=--=--1--DAY OF M_a--'y'-----,9-----.l.? ¥t jA Q-Sstct)Q,fA S,L.l1.rnd D fJlme Stevens Lucado'-'6,681.56 8,319.92 142.14 WITNESS ~L 4rY~ $Securities Principal Cash Income Cash $15,143.62 w.un ...63,-71-1182'.NO.' : ORPHANS'COURT ESTATE OF , WILLARD J.STEVENS . .....u)4:.;:r 0 ....0.-7-....=..;::j-d DOCKET -f,'::r.:<5~GE;;;:=:~;:~z.=r . "0 P,-..1'I~1- ~:;;.-I'UJ (9 ,'I '-UJ \_Z_"(/)()')::;: ....J'IECEI~C:;V;:a:::0:u.J < ..-.a::?!= ,.~ROM " .;...,.......~ ., Jane Stevens Lucado TO " 'Mellon Bank,N.A.,Executor ~ FILED .9__ ., > " RESIDENT tlEl;:EDENT -.t,3-'7-/:-//8 Z/ ~J COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF ...W!l.flPi.,ll,gtcm nWOHT4\NT:'fhis return must he 'conIl:lleted in detail and filed in nuplicnte,with wUl attached,with the Regj~ter of Wills of the County where decerlent,resided;Return Is due within one year after <tate of'.death,unless .nn extension Is granted hy the Secretary of'H.evenlle.(Sec:tion 703 of the Inheritance ,and Estat.e Ta;x.:Act of 1961..) IN TilE M"'J:TEROF rUE ESTATE OF Willard J.stevens (State full name of dectdent).......................}~ COunty . Stale of County 01 &.l:i,.<;....W•....Qtt,.....!::rl,!§t....Qf':r:i,~<;.:r ....9LM<;JJgll,...N!l.:t:i,Oll,!l.l....f?(l.I1k,.....lll1d_..T:r:.ll.~:t ....g()JJlPlll1y.... A:dmin,istrator or the estate of the a~ve·named decedent being duly sworn,depose and say Execulo' Decedent died ..N9V~1;><;:r .19. (Month)(HlIy) ,,,,'19..7.+'".,.'o,J testate leaving a last will.copy of which is hereto attached.} (Y"",)L~. Name and address ·of attorney or} other authoriledrepres.entative to _ who~all correspondence should be mailed. .!1<;:L:L9ll,1'!!l.:ti Oll,alBanklll1d T:r:ll1'l~gompany SO]1thM(l.:i,n Stre~tand Cherry Avenue,Washi.Il{!;~on,Pa. That as such ..,_.,..,,~~g,~:t.g,!:_,...,.....,..,deponent is familiar with the affairs of said estate and the property con· (I':.,',..ul,()r-A.Jminilltr.llor) 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 DR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT R~NTEP A SAFE PEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT Mellon National Bank,and Trust Company Washington Office Willard J.stevens Thl\t the content!;'of l;iai<i saf"e deposit bo)!:or boxes are i temizerl under Schedules of this return,wtth the exception of'-the following,for the reasons hereinafter set forth: That Sch@dv/e A attached hereto an~mad~part.hereof sets forth fully and in detail all the real property in the Commonwealth of P~nn~ylvania of which decedent died having an interest therein.It also sets forth the m9rtgage enc~brances upon each parc~l of real property at the date of death,giv~ng the amount still due at death,name of mortgagee,date,rate of interest,and book anrl page of record thereof.It also sets forth in the co~wnns provided theref"ore the assessed valuation of each or said parcels,the estimated market vaJ,ue thereof as or date of death of decedent. That Sch@du/e f3 attach~<i hereto and made part hereof sets forth fully and i~de~.ail al~personal pI!f.lperty wheresover situat.ed ownerl by the decedent at the time of'death;all moneys lefY,'by_-the decedent .............,I_ at the time or death,whether in decedent's 1lTUllerliate possession,stand;1ng to dec~rlimt'~s-\~credl't_in ,banks or <tepoBit,saVings b~ks,trust,companies,or other institutions,whethe,r Indiv~rltia'II~~','or in t~i.lst for,-' any other person or re~~ons gtv~ng also separately the accrued interest thereon,~f any,down'to the last interest day pri~~t~rtecedenttsdeath in the case or saVings bankS,and to the date 6t.decedent's death._.-J •in all other cases;all bqnds,post.al saVings,treasury certif'icates or notes and~ot·her evidence of in- debtedness of'the United States to the dec;:edentj all obligations,whether by statute or agreement the)' are designate(l,8.S tax {'ree,of·,Ule l,lnited States,or any state,or poli.tical subdiviSion thereof,or or any forei;n country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic- t.ures,hool..:s,works of art,household furniture,horses,carriages,automobiles,boats,and any and all other personal chattels of whats()ever kinrl or nature,left bydecedent,together with the fairly estima~erl marl,et vallIe thf!reo1'j all bonds and mortg8!;!eS helrl by rlecede:tt an~of all claims due and owing decedent elt tilp.time of rtp.l.tth,anrl all promissory notes or other instruments in writing for the payment or money of w;Jich op.ce,lent rUed possess,ed,of whatsoever nature,with interest thereon,if any,giVing the fa~e Vlt}W1 awl estimfltert 1'air market va,lue thereof,anr!if such estimaterl fair market value be less than the f'ac~\'Ulll~~,it SAts forth briefly the reasons for such depreciation as to each item;all moneys payable to the A~tl'ltP.frr)m lif'e insllran~e policl'es carrierl by decedent;all annuity anrl endowment contracts the i'rOcp.eds ()f Wllich Wp.rf;l l'ayahle upon the death of the rlececlent;and all the corporate stocks and rlivirle"rls dHl'~thereon :tn~lInpH.irl a~of the date of neath,bonds and accrued interest thereon to the date of dece- dp.ntts dp.rith fl.n(\other investment securities ownerl by the decedent at the time of death,with the market "'l"\llle tberenf'[l.t such timp.! ~,..,~., ,~;'~,;<,:,.,~",,,, 111 the case'(.If'securities of close or l'llmily corporations,the vailles reported <ire as far 8.~ jlllS~it1\I'subsLmtiat1"d by filllltlcffil stl1ti~ment$of the corporntions,showing the assets ;M.nfl..)Ja.hili,t1~~ .""t.IH'rpn,t':l~ll.f tIlt'>c1l-l.teof (i~,a.tli.Th~scl)edule also se.ts,.for..th q~e,."i.nt,~r:',e.$..t"J!.f."lj~,ceg~nt,fl.t .th~"time ot~, tip:)t 11 in HlIY c(I-l',irt.nersllip br busi Yless,and'in support of the vallie'of S\lch 'inie'rest :there i~ari'tleied 't~' sn'i,i sdll~(illle',.financial stA.tement:~"s~lowingthe assets and U.ah.i.liti~s o'f said c~)':'partner's'h'ip'or business• .\'l'llPY "It"t 111"\('.{l-par tnersItip''agrel1m'en't,(it'oral ~:a'"statem~nt se t (tng fo~th the'n'a<t~';re"of Uie !-l.greement) t\.lg~till~r_w,U,h a statement settini'!:forth the c}laracter of tlle'hllsines's,its.:iucat)~mj;',an~1 ~llch other.·fcae,ts· l'f'rtllini n.!!:to the I)llsiness AS may he pertinent to a.fair nnd jus't appr~<ii;'~i -of:~h;~":':"~'E!ce'd~n'tls'Jinterp.st tht'I'f'i.1I jlllist he 5ulJmit.tp.o..It shoulrt also set forth in itemized form,together with the rail'market yaille t herE'llf'.Any other property owned or bef]lleathed'hy'the decedent at the tiJRe of o.eattJ.:',"J';. ....'.',,,. The Scfledu/e C attached hereto /'Lnd marte llart hereof sets forth It true answer to each inqJ'r~~,;"'i) contilineli therein ano.in the case of tra.nsfers ofllroperty,rea.l or persrma.l,within two years of decedent~",s'.~'"rteath~in contemplation of decedent's death,or intended to tJ::l,k~effect in possession or en'.1oyment at-'~~"""; after death,sain,schedule sets forth the nature anrt value or"'such ,?rope.:~J'~,to whom tra~sferre~,.,~~e.~.,~,. relationship of the transferees to the decerlent,the proportionate share receiverl by each transferee and .ail'other facts of a pertinent nature regartiing sairt transfers•.In the case of transfers'intended to take effect in poss,ession or enjoyment aC'or :after rteath,',there fS"'al's'o'ffttacheti'.to~;·the'schedule·ia:t-co'riy-i<-i. of the rteed,~rust agreement 91'o,ther instrument creating the trust.Ther.~is also set forth in said schertHle R iist of all propert);,real and personal,with its val,ue"which par::s.esat decerlent's:Weati{'b'y·,..jif virtue of the exercise hy rlecedent,either individually,'or jointly'~ith a.nother,'o~'any power of appoint- ment vestedindecertent,either inrlividually or jointly,by the Will,rteed,or other,ins·trument·of another, with a.copy of the instrument ,creating such power attached to the scherlule.f ""~L,!'.'. :J",:;1.'.',':",'.,•...,:, That Schedule 0 attached hereto and made part hereof sets forth the nlimes ann addresses of all persons 'bEmeficially interested in"this estate at the 'time of.'dece.d~nt's rlea:th,the nature·:of.'..theit"res- pective interests,their relationship,if any,to the .rt~,ce.qe:!1t,",~,?1?~t,~le,r/w:it~'·'~~~~·"~~~s...at ,t.he,~i~~o:f~.~:. <:\ecedent's rleath of all ,!,J1nors,annuitants anrt beneficiaries for life unrter rtecerlent's W'ill.It 'also' contains a s'tatement sho'wlng 'which of "the beneficiari~s nam~rl ITl-tIl'e'·rtecerlen't,r·s,':w'!·ll.',...t:f.::artly~·died prlor to decerlent,the dat'es of thei'r deflth,their issue,anti the re~fltionship"-Of 'suetj/:isStt~,to·'th'e,.be"neficiarY.,;, That Scfledu/e.E attached heretq.and mflde a part hereof sets forth,all ,rrop~rt~,real and p,:r,- sonal"?wned by the decedent·jo-intly'with .~~othe,r or others,'incltidi~g,'in'tan~ib.i.e~:~:'~t'~-,;al~g,'.i~,i·~h~-'·n;;~~:' ,o'f the,decedent and other-s,plus 'the date and'pl,ace of r.ecord,of-"in'strtiinfivt$,:,ef'tectin,g,'til¢:''\'e:stit~~f<or real estate 'aori,the date of acquisition of personalty,plus the name,arldress !,!nrl.r,~lati9nshlp,if any, of 'co-owners to the decedent.'-., That Sc/ledule F attached hereto and made a,-pa,rt hereof sets forth f'l,llly.,and in d~tA.il all rteb.ts,.. and deductions ,claimed.for and on .beha),.f of this decedent's,estate".Jnclurting funeral e~pensespaJd;'." family exemption,where appl'icable;costs ~f arlministration of 'this '~st~t~;'c~~'nse'l f'ee~a~d fudi~'ia'ryis conuriisslons paid':'~'r'to be paid;co1it ~xpended for burial trust's,t6mbst"one's 'or gravemark'ers,'and reli- gious services,in consequence'of the death of th'e decerten'tj dents'and'claims 'owing'anrt impaid 'at'·time 'of death;taxes accrued chargeahle for period prior to decertent's death (except those allowed under Section 651 of'the'i~h~ritarlceanrt E'state Tax Act);togethe'r with a"st'atemene"of cOl\iateral pfeHgerl'for obliga- ti~ns,l'f any.'1 t is'agre~d that"the 'flduci'ary w'ill ipresen't prOD f'0 f sa'1d::cYhiine'd 'obl'i,ga:tidns'tipon re-' quest,that'if 'the'amount actually 'paid'in settlement of any fe"e,comnitssiori:o'r'~'''rlebt is'lesS than the estimated.amount claiming and allowed,that the same wil1'·b'e reported"to·'the Register'of Wills,arid that' the am~unt of tax as'sesse'd can be reassessed 1'n accordance'~fherewi'th.'~ i';~. anrl "F"as directed therein,"E", 'Mellon NatioIial Bank and Trust -Company qy l..i;,£.:iYJIJtC:..'.'.'..((Ex~ClLt(lr-AdTl\inistrator)Trust Officer S()1,l1;!:l~[1:~.:t;.:r:~~j;.i¥!<l,Q1~.:r::r:y..Ay~'l1J.:~.... .(Street Number). \fll.sl1il1i;lt()111:p~.1111flX~v.ll.I1~!l· (City or Town and State)·.,- That have the totals of the appropriate columns in Schertules "A","B","en,b~en ('.;r,ri~d f?rward and prope~'iy registe'~~d i~"the Summary.".' {.,.. \'-~~ 'v "'.;)I Subscribed and s,worn to before me this ,. ,l'~-.A....£!~...\day_oft7J~""'~"';19,;?.l .,..~~I?kk~ DOLORES P MEREDITH . . .'Washington,Washingtdn NcOJ~ry 1'ttI:mc MYJCOmmiSSion EXPire~ty.Pa. ,anuary 28,1975 . ' .'scirE:"Before signing affidavi t make sure all blank sp'aces'in th"e affidavit Rnrt sch'edllfes annexed'ai-e' ri;11erl"in ~ith'<J'et·ail~··or the word '"None",and in c'ase'the assets lnc:lude;rare an'd unlisted "securit'ies,- s~c~ir'itl~s"o'f close or 'family corporations o:j.an interest in any co-partnership"or business""that theriat~fl.~rl stllt~me~ts requir'eti unrter the paragraph abov'e're'lat'1ng to Scherlule liB"are flttached.";AIso-'make f.::::;tfd;~th~t column #1 in the "Sltmnlary"has been"'prope~l'y c'ompleted as fl'hove-dirffcterl.·' :,' .'.'~ '''"'',I 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 stotement of mortgoge encumbrances upon each parcel 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 described by lot and block number,street and street number,together with a general description of the property,with a reference to the record of the conveyance by which the decedent took title;If a form state number of a- cres;also statement of mortgage encumbrances upon eoch parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are to be listed on Schedule IlF"and must not be deducted from this schedule. All that certain lot or piece of ground situate in the Borough of East Washington,Washington County, Pennsylvania having erected thereon a two and one- half (2 l/2)story frame dwelling,known as l02 LeMoyne Avenue as recorded in Washington County Recorder's Office in Deed Book Volume 768,Page 659 in the names of Willard J.stevens and Margaret A. stevens,his wife.(Died 2-23-67) (1 ) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE 34,700.00 (31 DEPARTMENT VALUATION CAUTION (Do not write In this space) Insert this total opposite "real property",Schedule "A"in the X X X X X "As Reported"colum~an the last page of this return. 34,700.00 ReC-35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS:'fhis 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".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 accoWlts,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,~alntlngs,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 es tate or f"iduc iary in said capacity,partnership interests,interest in anyundis tributed 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 ITEM UNIT ESTIMATED DEPARTMENT VALUATION No.List and describe fully VALUE MARKET VALUE (Do not write in this space) Cash,securities,etc.per copy of Inventory attached hereto:35,412.09 Less: Burial Allowance Veterans Administration 250.00 Washington County 75.00 Social Security Lump Sum 3'1-15 .5:<.01DeathBenefit255.00 580.00 34,832.09 Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X ·RCC-36 COMMO"WEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SCHEDULE "c" TRANSFEIlS (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving Ii valuable and adequate consideration therefor?(Answer yes or no)--=N"o,,-__ (2)Did decedent,within two years of death,transfer properLy from himself to himself and another or others (inCluding Ii spouse)in joint ownership?(Answer yes or no)~N",o,,-__ (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent'5 health at time of making the transfer.(Note 1). (c)Cause of decedent'5 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 stiliject 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 no t 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)__~N~o~__ (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 af'firmative,state Whether the right was reserved in decedent alone or others -,-_ (7)Did decedent in h.is lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)__~N~o~__ (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to Change, because of a reserved.power to alter,amend,or revoke,or Which could revert to rlecedent under terms of transfer or by operation of law?(Answer yes or no)No (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)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,itts 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.Ollly) Insert this total opposite "Transfers",Schedule "C"1n the "As Reported"colWlD1 on the last page of this return. .. RCC-37 (12-63) COMMON\I'EALTH OF PENNSYYLANIA TltANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES ( h •...RELATIONSHIPBENEFICIARIESANDADDRESSES(If step-children or SURVIVED DATE INTEREST OFState~ull names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY ave an interest,vested.contingent or other are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Jonathan Edwin Allison Stevens Son Yes 9-29-47 * Washine:ton Pa.15",01 Joan Stevens Daughter Yes 7-17-~0 * f'oraonolis Pa.1'5108 Jane Stevens Daughter Yes 7-17-50 * Coraonolis Pa.1'5108 *One-third (lh)residua Iv Estate (each) ) -- , . Deponent further says that all the above-named beneficiaries are liVing at this time except below: NAME DATE OF DEATH RESIDENCE -..i!'•."".... OF THE ESTATE OF rs THE ~[ATTER OF THE APPRAISEMENT ..,"C ~~'"'"'"~'"::I ~...... l!h ::I '"d'"'"~~-0~'""C '"a ~ '"'<~ (Executor-Administrator must complete "As Reported"column #1.) .., ~~i> trl~or " C'l~~ • f 63-71-1182 YearWill/ "1tthrttTlt5balioli }No. ,. W:i,:l.l¥dJ.$tfilvfilnS Deceased Late of ...Wltlll1i l1gtoll .{ REPORT AND APPRAISAL Commonwealth of Pennsylvania County of .Wltlll1:il1g:t ()n 'Vd "OCI NOLC:rJIHSI1IiI Slll/1.:3D lnJ.SI~3U ON IHV!~'rr~s SnH ., i ~.~>:+:-:+enuu:00 '-oJ ~LV :0 (tl-:l\):0 '";:I ~:.:.0--:0:0 ..,.\0 =0 (b.c.. ~~~ ~~~:,0'04.,,_ Cuo 2''"iU()~_.,3bo5' o •c:"<J 0 c.. '"c:::::: :::::>~ w '"'"0-<: ""?"?"'?" (")td ;.:::::;:: ~~- ~~~~~~ ;J .;- 0-&J .~-Y;),,;, ~""O : :~,~ Q "0 'cr-'"..V11J.J.[\) '0'" ,c . ;';, -, ", t >,.~ dCoto':-. t ~•>, • 2 l~d 111 3302L !·n "J ~11 ,~'o...J.:J I.......,'l 00 -Form RC C·lO ,63-71-1182 DEDUCTIONS ALLowfo 'N •j .O':,FICE OF THE STATEMENT OF DEBTS THE SUM OF ,...........$1'i,p'£8,?''f. •'i'qE:GI'trER OF WILLS AND DEDUCTIONSWASHINGTON DATE APPROVED ......S-/'t.L'J.~OF COUNTY AND AGENT OF THE COMMONWIiA.LTH R...,,'>--Q.0 b b ""'q...I Regllter of Wills,Agellt 6~~1 ESTATE OF Willard J.Stevens LATE OF Washington,Pennsylvania DATE OF FILING APPRAISEMENT OATS:oF,DEATH November 19,1971 DATl:NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCHIOIII 19 r1 Dec.13 Veterans Administration:2 cer ified copies of discharge 1 00 vpapers 14 Washington County Reports:Ad ertising grant of letters 14 00- 14 Observer-Reporter:Advertisin grant of letters 14 OO~ 18 Joseph P.Ames:Appraisal fee jewelry 10 00 v 24 J.G.McG1ee'i,r AppraIsal.fee real estate at 1V':;Le!VJ.oyne A"enne East ashinaton Pa.35 00"'- <7 ,'- June 13 Observer-Reporter:Advertisin real estate for sale 10 20 ..... Ju1v 14 Observer-Reporter:Advertisin real e state for sale 35 70.... Aug.31 R~ister of Wills,-Washington--C Dunty,r'a.:1J0urt costs,as fo ows: 12/l~~71 Grant of letters and 7 IShort vertiticates ,,17.50 12/24/71 Four short certificate s 4.00 ~~2/72 Certified copy of Will 2tgg714/72 Filin"Inventorv 8/31/72 One Short certificate 1.00 51 00 .... Oct.2 Observer-Reporter:Advertisin real estate for sale 128 52 ..... 6 Pittsburgh Suburban Community A<;lvertlsmg real 00 ....Newspapers:estate for sale 72 Dec.7 R.A.Paynter,Inc.rremlum o le-Il ,/,..,naouHy poncy, Hartford Accident and Indemnit~Company 26 00'" 15 Expense s re:residence 102 Le ~oyne Avenue,Washington,Pa. 2/8/72 Manrow and Grable:Rpof repairs $15.00 v 2/28/72 Washington J:'aInt &I..i as s I.;ompany: 17.39 ....Renlacina broken alas s 3/17/72 Bell Tereph~l"~/I.;omp'ny 01 rennsYlvanla:25.82 ~Service to 3 4 72 4/4/72 Pence Painting and R modeling:Charges 71.50~ 4/5/72 Bennie Watson:Haul'p.g rubbish 9.75 .... 4/27/72 ~~Veh\\,~!''t,?bing,rt atIng &:::>upply 1.;0.,27.13 ....... P .nO'renai s - 5/22/72 Merle Harps:Lawn c are 15.00 bllb/7t.Junus ~.l'ylKOS.m""L 01 r'" .ase of kitchen sthve 50.00 7/24/72 Donald P.West:Cha ,,,es for cleaning 162.00 9/19/72 David Baker:Cutting grass and lawn care, .o.,ts June J ulv Aua.&Sept.1972 55.00 10/25/72 West Penn Power Co.:Service to 10/17/72 115.33 COMMONWEAL.TH OF PENNSYLVANIA WASHINGTON 58: COUNTY OF N~tary Public I ,.,..G L ., •... •,J_ , I I,.\ ..."...I. • I L __...J. ::..'} 1.v~1.....1. Ll L _, " _~....J• .......; .:l ,. ,.L ~•..l.I ,\ 1. _...J I ,_ ,J.•..1. 1 C":'.l... ~0;:'",.'::.~,/--,.~·.........'l,L,1 I ", 10/27/72 McVehil Plumbing, Furnace repairs Heating &Supply Co.,Inc.: 26.10 11/8/72 Torn Miller:Services re removal of trees, May and November,1972 120.00 12/4/72 Columbia Gas of Pennsylvania,Inc.: Service through final Dill 192.39 12/15/72 Washington-East Washington Joint Authority: Service through final bill 15.26 1971 Dec.14 14 14 1972 Jan.27 12/15/72 Western Pennsylvania Water Company: Service through final bill Owen D.Benton,M.D.:Professional services Ambulance and Chair Service:Service 10/28/71 from horne to hospital Richard H.Piatt Funeral Horne:Funeral expenses Drs.Berman and Smith:Professional services 26.14 ~.,943.81 40.00 35.00 2,015.65 141.00 .Feb. June 18 14 Washington Hospital:Telephone expenses Kurtz Monument Company: Payment on account grave marker Less;Veterans allowance $125.00 100.00 5.25 25.00 Aug.9 1971 Dec.14 14 14 Kurtz Monument Company:Payment in full grave marker 848.00 First National Bank of Washington:Payment in full of installment loan re finance of 1971 Volkswagen 1,527.10 Thomas W.Uhler:Lawn care 40.00 West Penn Power Co:Service to 11/17/71 17.07 16 17 1972 Jan.5 18 24 Ernest C.Cramblet Collector: 1971 school taxes Less installment paid 10/30/71 Bell Telephone Company of Pa.:Service to 12/4/71 Bennie Watson:Hauling rubbish Citizens Water Company:Service to 12/27/71 Columbia Gas of Pa.,Inc.:Service to 1/13/72 -2- $279.76 93.26 186.50 12.92 7.25 11.17 31.85 .• ._------------------, Feb. Apr. 25 28 10 10 Internal Revenue Service:Employees and Employers Social Security taxes for Margaret Dolan covering the quarter ended 12/31/71 Washington-East Washington Joint Authority:Service to 12/27/71 Pennsylvania Department of Revenue:Payment of balance due 1971 individual Pennsylvania Income Tax liability Internal Revenue Service:Payment of balance due 1971 individual Federal Income Tax liability Register of Wills,Washington County,Pa.:Filing fee First and Final Account Jonathan Allison,Esquire:Attorney's fee Mellon Bank,N.A.:Accountant1s compensation Expenses re sale of 102 LeMoyne Avenue,Washington, Pennsylvania Realty transfer tax -3- 9.36 11.22 13.57 5.00 25.00 3,500.00 3,505.00 345.00 $13,699.14 '> ,.. ., J •I ! 1 ;1 RCC-81 (6-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT MELLON NATIONAL BANK &TRUST CO. (Executor~ In Re:Estate of WILLARD J.STEVENS IN YOUR REPL Y PLEASE REFER TO Inheritance Tax Division 38-226-2 J WASHINGTON Caunty -File No.63-71-1182 You are hereby notified that the_--,o:.:r:..:l.::.;·g...l.=..n=a:=1=--_ appraisement in the estate of WILLARD J.STEVENS has been filed in the office of the Register of Wills of--=Wc::A:.:S=H=I::..:N:.:G:.:T:.:O::N~_ County on December 20 ,19-22,Said appraisement reflects the following valuatians: Real Estate --'3='-4:=..!....-':-70=0.!.•.:::0.:::0 _ PersonaI P roperty__~3"'4...,t..!8"_'3"_'2"'_.L.0"-"-9 _ Transfers _ Jointly Owned _ TotaI --'601-9'4-..:.>5-"3"'2:...,,0'-'9"-_ 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)fram date af 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 December 20.1972 Signe~~::F;tt~ Title APPRAISER II DATE OF DEATH:November 19.1971 Note:This is not a bill. '.Jmo ,- RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate ofSTEVENS (Last Name) WILLARD (First Name) J. (Initial) DATE OF DEATH 11=19-71 FILE NO.63-71-1182 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of-!W.!:A~S~H~I~N:!.=G~TO~N:!-_ Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E". Dated:December 20,1972 £<.:c=~INHERITANCE TAAPPRAISER 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 alluwed as a deduction. Dated:_ REGISTER OF WILLS VALUE AS REAPPRAISED $-------+--'0\4 mn nn 34 832 09 69 532 09 NONE 69 532 09 $'0\4 7nrJ nn 34.832 09 69 532 09 NONE 69 532 09 VALUE AS REPORTED VALUE AS APPRAISED $ CLEAR VALUE OF ESTATE 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) 10% 15% o (0)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue.$-------'--- COMPUTATION OF TAX$-===e~=$-------1-- $-------1-- $------+--- $~------1-- FOR USE OF REGISTER ONLY Tax on $2% Tax on $---------t---ItrJ Tax on $'-;t:fc Tax on $---------t--- Tax on $---------t--- Exemptions=========1===Total Estate -'__ TOTAL TAX Less t8X previously paid BALANCE Less 5%of tax if paid within 3 months after death :------jE: $====:o::L= BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from _____to $------ AMOUNT OF ESTATE TAX ASSESSED $,L- Estate tax paid $,L- BALANCE DUE $L Add interest at rate of 6%from t= ------tto-----$------1 TOTAL TAX BALANCE $-----I PAID $-" FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will ~...No.AdminIStration IN THE Year MATTER OF THE APPRAISEMENT OF THE ESTATE OF WILr,AIW J.STEVENS Deceased Late of . .E.1I,ST WN3fIl}lG':I'()J)l County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ) I' Funn :1CC-2 I COMMONWEALTB OF PENNSYLVANIA DATE ..Pecemb.er.....2.Q..,.......19.72.........DEPAp.TMEl'!T OF REVENUE BlmEAU OF COUNTY COLLECTIONS RESIDENT INHERITANCE TAX COUNTY ...~.a.:.~h:i,rlg!::grl ........... •APPRAISEMENT 63-72-1182HARRISBURG.PENNA.17127 FILE NO............................................................. Whereas,WILLARD J.STEVENS .........late of EAST WASHINGTON................................................................................................................................................................................................ in the County of ..................................WASHINGTOR..........................................Commonwealth of Pennsylvania,having died on the ...19.i:h...........................................................day of ............li!gYemPe1=:..............19..7.:1,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,.OOMINICR..PEMARIA...........................,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 lhe 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 AppraisementDeacrlptlon0'Allet Values Made 'o.Inherilance Tn Purposes $ REALTY: SEE COpy OF SCHEDULE A ATTACHED TO APPRAISEMENT "l.d 7()()()() PERSONAL: SEE COpy OF SCHEDULE B ATTACHED TO APPRAISEMENT 34.832 09 I total 69,532 09 . ~. .. . '.. ......'. .,,.. I form~~v~~hbl:e:::l:h~w~~~(l~to~~::~a~:re~~~~ai;;::::~I~n?~~ Appr",isC''l' (~umbC!r nnd Sttt'et) .........~.~...........................................................-......,Penna. (Post Offiee) WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of WILLARD J.STEVENS Deceased. Late of E.WASHINGTON Date of Death,.:L:L::-:I.~::-?:L Appraiseme"t Docket Vol.,.38- Page,2.2.f:>~-f.11'o.6.~.:::?:t:::::t:t.E!.2. Filed in Register's Office,Dec •20 ....19 72 Anwunt of tax due,$........ .DEPARTMENT OF REVENUE Received, Examined and Appraved,... Wrote abollt Appraisement,. '''9'.1''0;'NO.J.tlNlHS,!T,1\ """1'11 ~"""",'"(""''"''''~,I ,li ..,\;"V ,tL?A.;)-l·).i;;;.l Y _f'\1ill~·\1~':1.,("']":'-'!,'f;~"',fj'''--!VHd:"..;t,~)II ,\~j ...,,;;-ll.,~ • ~,It"',.,....'.'.'."1'~"",1U~I ll,'I-'j'"......1('3 ••..J, i:.,Appeal f.om Appraisement,.. Ente.-d and charged,. 00;1"'.~~i"j 1.,ld IL.Kl\4 Et. ..: ../ j 38-226-3Docket ,»,'•. Willard J.STEVENS, / /IN THE ORPHANS'~OURT OF w)ASHIN~;:/N3':'7 Nl.V 'PENN~. Date of death.:..L.l_-=-_7..:.-_ In the matter of bhe Audit of Account filed in the Estate of \No.1182 of 1971 ,Term,19__,A.A. Deceased ) TO THE AUDITING JUDGE: Enter my 'appearance for ,the Commonweal'th of PennsylV18'nia,claiming transfer inheribarnce tax in the above estate.as follows: DR.7 f.l7~I ~To appraised V~lue of Estate:Realty . .. .$--.-:._ Personalty ....:•.$.......o.;--'--4..L...V-~e..-l-=-,-;e,,-.:"~~9f-.-2·,~_ , Additio".l Assets per Account,Subjeotto Tax.......__-$-------=~-~--,- Additional Assets per Audit,Subject:to Tax.._..,......•..•..$;__----=.:::.,--"c.....~----- CR. Debts and Expenses per Account;'iee Note $ Additional Debts and Expenses per Audit $ $-- TOTAL DEDUCTIONS,$ I,;.;.:--~.-, 7 I ["/4? /'4 6'~Cl :£"/I.,)t,.L CALCULATION Less Deductions _....._..._ NOTE:The following credits claimed in the Account are held not deductible <IS against the tax: Gross Value ..~........l~1ILL9L'";$"'-~~...!.J.~,'_'{J~'i _ 1'-1,CJ S"LJ·t Clear Value .._ )-------- /,----------- )--- ITax-..--- able at )15% j $------ .':a.o..,;.,'.",;~.. .... ~ .;:r 0 U)~ r ...J c..Z ...J Cl~~0 ():c '0'\.:(Q 0Q..:f '-l..2:;:"..0 ;:"C 0 »-'0::I- Z "'r--w c:;.=:()l.J..J f-z:"'"~<J)U)-»"'::>-....=U)-:I: -l ." ~ z::::>0U):J:."0o::lJ.J~0 0 ".,.,0:::;::.":Jl » iij r- ""~ • "'"Z "'~z »..:Jl<~~....~() I"'z i:;; ">[II ~Q. " ~o.o 9-9850 Mellc;m Bank ..~DATE" TRUST DEPARTMENT N~Y 1 ')In~.'1 .CCD,UNT NO.101_"1 ~A.MOUNT < ADDITIONAL PAYMENT ON ACCOUNT OF PENNSYLVANIA INHERITANCE TAX $2,128.43 INTEREST DUE ON ADDITIONAL PAYMENT ON ACCOUNT OF PENNSYLVANIA INHERITANCE TAX FROM 8-19-72 TO 5-11-73 92 .99 $2,221.42 ESTATE OF WILLARD J.STEVENS,DECEASED 1.3 -7/-1/f?2 ~- DETACH AND RETAIN THIS STATEMENT •IIO:I.MW.I 111""""''1""~'I ..f -.'i '!It\."",,~,t''f""'l~',"':::"";;~CC.7,2.~,~"."io,~'f';'"'''?''::'~:!~,'fiI:"{:'-"""W,~,~,~!;,'1I!It'r """,~;'".. ,COMMONWEALTH OF PENNSYLVANIA APPLICATION FOR AND CONSENT DEPARTMENT OF REVENUE TO TRANSFER SECURITIES BU~EA~,I)"COUNTY COLLECTIONS REGISTERED IN THE NAME "",'-•OF A RESIDENT DECEDENT APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE,. Application is hereby made for consent to the transfer of the following securities of a Pennsylvania Corporation or a National Banking Association located in Pennsylvania:; DATE January 5,1q72 (0)1(>shares (b)George Washington Hotel Co'-poration (c)Carital Stock (NOTE:In describing securities enter in (a),ab CNe,either the number of shares of stock or the face amount of registered bonds,in (b),the name of the issuing company and in (c)the class of stock or the stated interest rate and maturity date of registered bonds.) ISSUED ON 11/12/68,9/4/68 ,and having a TOTAL MARKET VAilUE OF $_6_0_-0_0 _ (Ooto) as of the date of death of the decedent,_--"Wc:i:..:l:..:l",a-,-r"-d~J"--,S""t""e,-,v",,,,,,n,,,s,--,on_-,N",OV"",ecIllmlQheeLT-.t:'q'1....,-,..,J',-,9uZw'_ (Name of Decedent)(Date of death) (Post Office)(Street and Number) who was late of__..::l..::0_2-=Le::..:M..::o-"y'-n::..:e:...::.A:..:v..::e..::n..::u..::e ,..::Wc:a:.::s..::h:.::i.:.:n""g.;:.t.:;:on::--'-P.=.e.:.:n.:.:n"-syL-l...v""a"'n"'i"'s'--_ (County)(State) Th e securi ties are re gis tered as fo II 0 ws:W"-=-i1~l",a",r,-,d,---,J,-,.--"S",t-,,,e-".v,,-en"a"----_ (Nome or names in which certificates are registered) POBox 926 k&~NtXK~)Mellon National Bank and Trust Company,Pittsburgh,Pa.15230EXECUTOR),--===-'-''-(N::':o::':m:'':o':':)~=.:.::.:...:::.=--.o..;-='-"-===LL--'-'==(A"'d"'db,o"-.s.L)--"-'''-'---'==------ NAME OF APPLICANT Mellon National Bank and Trust Company Executor estate of Willard J,Stevens,deceased COUNTY FILE NUMBER 63-71-1182 ADDRESS OF APPLICANT---=-P,:-,",,0-,-:,:-,B=o",:x~9=2=6_---:-:~-:---, Pittsburgh,Pa. BUREAU FILE NUMBER same SIGNATURE OF APPLICANT,~:;::-;::;;-;:;~~iWi:n;.q;~1tiTtnB~ NOTICE:IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION,IT CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. 6 1972 COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES DATE January I hereby consent to the transfer of the above securities now registered in the name of the aforesaid Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which the property of said Decedent is made subject pursuant to the provisions of the Act of June 20,1919,P.L.521, as amended and the Act of June 15,1961,P.L.373,as amended.This is also in accordance with the provisions of the Act of April 9,1929,P.L.343. This Consent to Tronsfer the herein described property operates only in reference to the estate of the above-named Decedent. (Signature) Register of Wins Washington (Title)(County) r":;::::·:~L~H ~':~:NNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF'COUNTY COLLECTIONS..:... ,,:',~"""tr'i\r:''\","":-',"!'.,,"'-;"".,,'.....", APPl:lCATiON FOR AND tbliisENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT January 5,1972DATE APPLICATJON (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby mode for consent to the transfer of the following securities of a Pennsylvania Corporation or a Notional Bonking Assacialion located in Pennsylvania: (0)10 shares (b)George Washington Hotel Corporation (c)Capital Stock (NOTE:In describing securities enter in (0),ab Ole,either the number of shores of stock or the face amount of registered bonds,in (b),the nome of the issuing company and in (c)the closs of stock or the stated interest rate and maturity dote of registered bonds,) ISSUED ON 11/12168,9/4/68 ,and having a TOTAL MARKET VAilUE OF $_6_0_.0_0 _ (Date) as of the dote of death of the decedent,_~W,-,i,-,l,-,l",a_"r"_d_J"_~S,,_,t,,_,e,_,v,,,e'_!Jn,,,s,___,an_--'N....OV""'P.llJIDLUhePLT_',L9:L.,..-J''"'Qu7u'_ (Nome of Decedent)(Date of death) (Post Office)(Street and Number) who was late af__-=1-=0-=2~L::eM:.:o::y~n=e=--=A:.:v-=e-=n:.=u::e -,Wc::a:.:cs",h",i"'n""g::t::on"-_"P.=e-"n-"n"-syL1...v"'a'-'n"'i"'a'-_ (County)(State) The securi ties are regi stered as fo lIaws:W=i,,"l",1a",r",d,->J.....,--"S",t",e"""v,,,en"'s"--_ (Name or names in whi'ch certificates are registered) P.O.Box 926 M&~K~)Mellon National Bank and Trust Company,PittSburgh,Pa.15230EXECUTOR)-===-'-"::':(N:':a:':m:':.)="-"="--'='-'''''''=--''-==~'--'-''-''=('''A''-d''::d,..,.''-••L)-!..>'-'--"~~------ NAME OF APPLICANT Mellon National Bank and Trust Company Executor estate of Willard J.Stevens.deceased COUNTY FILE NUMBER 63-71-1182 ADDRESS OF APPLICANT-~Pii'~O~.~B~OX~9"";26~::d~W~---:-'::-Pittsburgh.Pa BUREAU FILE NUMBER same SIGNATURE OF APPLICANT --;><g;;~~~~== NOTICE:IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION,I CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES DATE January 6 1972 I hereby consent to the transfer of the above securities now registered in the nome of the aforesaid Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which the property of said Decedent is mode subject pursuant to the provisions of the Act of June 20,1919,P.L.521, as amended and the Act of June 15,1961,P.L.373,as amended,This is also in accordance with the provisions of the Act of April 9,1929,P.L.343. This Consent to Transfer the herein described property operates only in reference to the estate of the above-named Decedent, (Signature) Register of Wills Washington (Title)(County) 6 ."->......-=~-\'l;;;a ~I rn --'0.. ~'_~'\~RCC·72'(il"08),,,"'*t"~1"'1_'-', ,\\ COM.\iONWEALTH OF PENNSYLVANIA -oEP'AR'TMENT OF REVENUE BUREAU OF 'COUNTY COLLECTIONS ./ •'-,1~~~:''-'.."~:~~I~:,~~:-·~'::;"nil-l ,',~:/~;','~it:r'~'r\i{:':,<,-, APPbiCATlON FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT DA TE Janua ry 5,1972 (Name of Decedent) and Trust Company Stevens,deceased APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby made for Calsent to the transfer of the fallowing securities of a Pennsylvania Corporation or a National Banking Association located in Pennsylvania: (a)264 shares (b)Gulf Oil Cornoration (c)Canital Stock (NOTE:In describing securities enter in (a),ab Ofe,either the number of shares of stack or the face amount of registered bonds,in (b),the name of the issuing company and in (c)the class of stack or the stated interest rate and maturity date of registered bands.) ISSUED ON __ll_I_2_5_/6_8 ,and having a TOTAL MARKET VAilUE OF $_6..::.,_48_4_._5_0 _ (Oat.) as of the date of death of th e decedent,_-=W;.:i:.:l:.:1:.:a:.:r..::d......"-J.:...-::-S:.:te:.:v:.:e:.:n"'s'---,an _--,N",0::.:v:.:e",m""b:.::e:.::r--,,1-"-9.L'--'0-19.:...7.:...1,,- (Dote of death) who was Iate of __1~0~2=----,L~e"M~0:.ly~n=-e_A~v;.:e=.:n~u~e=--,_w~a",·s",h.:..i,-,n,-,g~t:.:o",n,---,p,-,e:.::n,-,n",sc<.y~l~v~a,-,n~ia,,--_ (Street and Number)(Post Office)(County)(Stote) The securities are reg istered as fa II aws:_~W:.:i::..'l~l~ac:r~d~J.:...~St=:e:.:v~e~n~s~_ (Name or names in which certificates are registered) P.0,Box 926 ~~3l)R)Mellon National Bank and Trust Company,Pittsburgh,Pa.15230EXECUTOR)--===-=-=--.::(N-a':"m::'.':")==-==:....:...-=-=-=-=-==--:=--:==-'-==(A:..:d:..:d:.:,.C".."')-'-=::..--=.::=-'------ NAME OF APPLICANT Mellon National Bank Executor estate of Willard J. COUNTY FILE NUMBER 63-71-1182 ADDRESS OF APPLICANT_-,,-P,-...::0"-.-'B"-'0"'x.,..-9"-'2'-"6__~--- Pittsburgh,Pa. BUREAU FILE NUMBER same SIGNATURE OF APPLICANT --tvti~~;;';;:il~t_;;".,. NOTICE:IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION,IT WILL CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES DATEJ1~ary 6 1972 I hereby consent to the transfer of the above securities now registered in the name of the aforesaid Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which the property of said Decedent is made subject pursuant to the provisions of the Act of June 20,1919,P.L.521, as amended and the Act of June 15,1961,P.L.373,as amended.This is also in accordance with the provisions of the Act of April 9,1929,P.L.343. This Consent to Transfer the herein described property operates only in reference to the estate of the abave·named Decedent• .~~'\ Register of Wills Washington (Title)(County) ----------"---------_. .RCC~72 (9-lSS) COMMONWEALTH OF PENNSYLVANIA -DEP).-In"MENT OF REVENUE BUREAU OF'COUNTY COLLECTIONS APPUC:iHlbN FOR AND CONSENT TO TRANSFER SECURitiES REGISTERED IN THE NAME OF A RESIDENT DECEDENT ~~ January 5,1972DATEAPPLICATlON(MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby made lor Calsent to the transler 01 the lollowing securities 01 a Pennsylvanio Corporation or 0 National Banking Assoda!ion located in Pennsylvonia: (a)264 shares (b)Gulf Oil Cornoration (c)Canita1 Stock (NOTE:In describing securities enter in (a),ab CJ(e,either the number 01 shares 01 stock or the lace amount 01 registered bonds,in (b),the name 01 the issuing company and in (c)the class 01 stock or the stated interest rate ond maturity date 01 registered bonds.) ISSUED ON_1::..:1::..:/-=:2::..:5::..:/6_8 ,and having a TOTAL MARKET VAilUE OF $_6~._48_4_...:.5..:.0 _ (Name of Decedent) (Date) as 01 th e date 0I deo th aI th e decedent,_---,W::-i,,-lo.:lo..:a:.:rc::d~J-,-.~S::-te"-v:.:e:.:n,,,s~,an __N,,0"-v:.:e:..:m"'b'-"e~r'__'1c:.9.L.--".19,,-"-71,-- (Date of death) who wa s Iate al__1~0~2~L:::e~M~0'.Z.y~n~e_'A~v:.:e:.:n:::u::.::e'____._:W"'a"'s"-'h:.:i~n~g~t~o~n'--__"P_"e'"n'"n~sLy~lv~a~n~i~a,-- (Street and Number)(Post Office)(County)(State) The securi ti es are reg istered as 10 1I0ws:_---'W:.:io.:1:.;:1;c:a:.:cr"'d-.::J.:..._'S"-t:.:e:..:v:.:e:.;:n::s'---------------- and Trust Comnany Stevens,deceased COUNTY FILE NUMBER 63-71-1182 (Nome or names in which certificates are registered) P.O.Box 926 ¥KXM~3l>R)Mellon National Bank and Trust Compan¥.Pittsburgh,Pa.15230EXECUTOR):----'=:":"::"::'-":'(N":'a":'m":'e":')==-:=-===,,:,::,,:==-=--====c-:....:c:..:..:(A:':d:':d:':,ecs.",.)2-..:....:.-=---.:..:=:..::-_ NAME OF APPLICANT Mellon National Bank Executor estate of Willard J. ADDRE SS OF APPLlCANT_~P-:-.-,O~.::-'B"-'o"'x::-'9~2~6'-----::=-=-_ Pittsburgh.Pa.r,~~ BUREAU FILE NUMBER same SIGNATURE OF APPLlCANT--7""i~~4#;6F"8_".....tureNOTICE:IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION,IT Wit CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. 6 1972 COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES DATE January I hereby consent to the transler 01 the above securities now registered in the name 01 the aloresaid Decedent and waive the filing 01 a certilicate certifying to the payment 01 the transler inheritance tax to which the property 01 said Decedent is made subject pursuant to the provisions 01 the Act 01 June 20,1919,P.L.521, as amended and the Act 01 June 15,1961,P.L.373,as amended.This is also in accordance with the provisions 01 the Act 01 April 9,1929,P.L.343. This Consent to Transler the herein described property operates only in relerence to the estate 01 the above-named Decedent. Register of Wills Washington (Title)(County) , ",I '...' ~"""'T1 ::::-.J , ?J "'":;,-en ::n if'C)c ::l!:-:t:-to ~, -(I)(j):z -1 en rn ""rn l~·--.J...;:;n ,-00Coz.~,",;.,...-,:J (")::E p.:::r 0 :;n r :z:-0 r 0"!>U>-+=' •, " RCC-49 (8-71) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION HARRISBURG.17127 PENNSYLVANIA ESTATE TAX DETERMINATION lJ1"1 /.1J lin 7 ()c{F./:L Date S·.;l,~19 73--'-"-- Estate of:_WrLLQ-.cl.,T.STeuens Dote of Death II·/9·1'171 County l)JFlsHI"'CfToh t:n.3i·ut ..i Bureau File No.~3 .1/·111-=2.~_ 1.Taxable estate per U.S.Estate Tax Return,Form #706 2.Taxable estate per final change in Federal Return dated- 3.Amount of credit for State death taxes. __{f./·12 $----"C-14"",,-,,3,,--,'i_S-,-o7!....!.1_ $__1'-LJ"..d--"e~t..,-=a::":''''-'l'f~e:..-- As shown on return form or final change notice ($-- As verified by computation NoPe.)/' No AJe.. 4.Penna.Inheritance Tax due ondlor paid 5.Normal Inheritance taxes paid to other States 6.Total Inheritance tax credits (4 +5) 7.Total Iiabi lity for Penna.Estate Tax (3 -6) $.3..3 to I.¥.1- -----jIJ 6ije- JJIoJ ,Lf2. 8.Less:Previous payments on 01 c of Penna.Estate Tax Dote of payment Amount of Tax paid $,----- Amount of Interest paid $,------ 9.Balance of Penna.Estate Tax due (7 -8) 10.Interest due fram ta @6%per annum 11.Balance of Penna.Estate Tax and interest due as of Prepared by ~!I'll q ~,---,tWT...sueUR (NAME)f-(TITLE) $l'OtJe...===={VS:=== (NAME}(TITLE) L3 l\-J/5'L I,WILLARD J.STEVENS,of the Borough of East Washington, County of Washington,Commonwealth of Pennsylvania,do make this my Will, 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 estate as soon as may be convenient after my death.. SECOND:I give to my children,JONATHAN EDWIN ALLISON STEVENS,JANE STEVENS,and JOAN STEVENS,if they survive me,so much of my tangible personal property as they may each select,and any unselected items shall be sold and the proceeds distributed as part of the J. 1 :fi,',. 1 I ,.,.1~'.' I J, person taking care of them or the minors themselves'mayreceipt to my Executor for thelr shares. THIRD:All the residue of my estate I give in equal shares to my children,JONATHAN EDWIN ALLISON STEVENS,JOAN STEVENS,and JANE STEVENS,the share of any child who predecease~me to go to my said child's issue who survive me per stirpes or,if he or she has none,to be added equally to the shares of the others. FOURTH:If any property (other than tangible personal property) as to which I am entitled to appoint a Guardian shall pass either under this Will or otherwise to a minor,I appointMELLON NATIONAL BANK AND TRUST COMPAt'ilY Guardian of the estate of said minor as to such property,said Guardian shall have in addition to and not in limitation of any authority given to it by law and without the ne'cessity of obtaining the consent of any court,the , following powers:to accept in distribution of my estate and to retain invest- ments and property which are a part of my estate;to receive proceeds of iI II 1! , II i Ii "If !',. f I', !, .! -, insurance policies;to purchase assets from my estate;to invest and reinvest the principal of the Guardian Estate in any kind of property,real or personal, or part interest therein,without being restricted to investments which are legal for minorIs funds;to give options for sales,leases and exchanges;to borrow money;to sell,pledge,exchange or mortgage any real or personal property; to compromise elaims;to lease real or personal property for terms exceeding five (5)years';to join in or oppose the merger,consolidation,reorganization or readjustment of the financial structure of any firm or corporation in which the Guardian Estate may have an interest;to carry securities in the name of a nominee;and to distribute the Guardian Estate either in cash or in kind,and said Guardian shall have the power to use the principal as well as income from time to time for -the minorIs welfare,comfortable support and education,in- eluding preparatory,college and postgraduate or professional training or to make payment for these purposes,without further responsibility,to.the minor or to any person taking care of the minor.My said Guardian shall be entitled to receive annu'ally,compensation for its services hereunder in accordance with its schedule of compensation currently in effect when the services are performed,but not in excess of such compensation as would be approved by a Court of competent jurisdiction. FIFTH:I appoint MELLON NATIONAL BANK AND TRUST COiVI- PANY Executor of this my Will gi\?ing and granting to my Executor the same broad powers of retention,'sale,conversion,investment and management of my estate,real and personal,as are granted to my Guardian under thi's Will and in addition the right to distribute my securities or other property in kind to my Guardian. No bond shall be required of any fiduCiary hereunder. -2- "" the nature thereof,together with any interest and penalties thereon,becoming /, SIXTH:I direct that all estate,inheritance and other taxes in iI 1.' payable because of my death with respect to the property constituting my gross estate for death ta'{purposes,whether or not such property passes under this Will,shall be paid from the principal of my residuary estate passing under Article THIRD hereof;and no legatee or devisee or any person having a bene~ ficial interest in any such property,w~etherunder this Will or any Codicil thereto or otherwise,shall at any time be required to refund any part of such taxes. this -:t 5'1\.day of May ,1967. ~: (SEAL) Signed,sealed,published and declared by WILLARD J.STEVENS, the Testator above named,as and for his Will in the presence of us,who at his request,in his presence and in the presence of each other,have hereunto subscribed our names as witnesses hereto. A~.J-- 9.-v./&.~ -3- ; ',. AFFIDAVIT OF EXECUTOR -, STATE OF PENNSYLVANIA. SS: COUNTY OF WASHINGTON Personally before me,the undersigned authority,a Notary Public in and for said County and State.appeared ARLIE W.OTT,TRUST OFFICER of MELLON NATIONAL BANK AND TRUST COMPANY.who.being duly sworn according to law,deposes and says that MELLON NATIONAL BANK AND TRUST COMPANY is the executor of the estate of WILLARD J.STEVENS.deceased.that the following schedules constitute a complete inventory and appraisement of the real and personal estate of WILLARD J. STEVENS.deceased,except real estate outside the Commonwealth 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. Sworn and subscribed before me this 13tb day of _-->.J1=.=l...y ,.1972 /al DoloriPs 1'.MeJ:odith Notary Public lei A;Ue If.Ott Arlie W.Ott TR UST OFFICER of MELLON NATIONAL BANK AND TR UST COMPANY EXECUTOR ESTATE of WILLARD J.STEVENS. DECEASED INVENTOR Y AND APPRAISEMENT of the goods and chattels,rights and credits which were of WILLARD J.STEVENS,Deceased,late of 102 LeMoyne Avenue.Washington. Washington County,Pennsylval1ia.taken and made in conformity with the above affidavit. PERSONAL ESTATE SCHEDULE $5.619.63 10.50 Mellon National Bank and Trust Company Washington Office Checking Account No.355-1721 Balance 11/19/71 Less checks cleared subsequently $5,609.13 Pittsburgh National Bank Washington Office\Checking Account No. Balance 11/19/71 Less Service Charge 83-3-484215 $15.86 0.50 15.36 -- Treasurer of the United States Veterans Administration burial allowance Social Security lump sum death benefit Washington County Veterans burial allowance $250.00 255.00 $ --It ,...,505.00 C '1JI(J I· $50,00 168 Shares Blue Cross of Western Pennsylvania Refund of unearned premium The United States of America Savings Bond,Series E Dated December 1.1964 Due September 1.1972 American Telephone and Telegraph Company (New York) Capital Stock ($16 2/3)@ 42.375I 10.20 48.56 7.119.00 7 lIe;.00 44 Shares 102 Shares Duquesne Oil Corporation (Delaware) Capital Stock ($0.25) General Motors Corporation (Delaware) Common Stock ($1 2/3)@ 76.875 Dividend of $0.85 per share payable 12/10/71 to stockholders of record 11111171 1.00 ;'OD for lot 7.841.25 7(4/.J.5 86.70 1,,7tJ 10 Shares 264 Shares 4 Shares 10 Shares George Washington Hotel Corporation (Pennsylvania) Capital Stock ($2.50)@ 6.00 Gulf Oil Corporation (Pennsylvania) Capital Stock (Without Par)@ 24.5625 Dividend of $0.37 1/2 per share payable 12/9/71 to stockholders of record 11 /5 /71 The·Bank of Pittsburgh,National Association (Pennsylvania) Capital Stock ($50.00) (Bank closed in 1931.Stock approved worthless 12/11/52-Moody's 1950 Bank Manual) The Exchange National Bank of Pittsburgh (NBL) Capital Stock ($50.00) (Bank closed in 1931.Stock approved worthless 10/18/51 -R.D.Fisher,Volume X) -2 - 60.00 6.484.50 99.00 ---0 --- ---0 --- o o 16 Shares • Washington Trust Company.Washington,Pennsylvania (Pennsylvania) Capital Stock ($100.00) (Bank closed 10/3/31 -The 1933 edition of Polk's Banking Directory) o --- Household Goods 3,277.39 3.2.7'7.31 Jewelry 680.00 (,80.()O Of!.- 1968 Mercury Sedan 1.500.00 1 S~Uo ,,0 1971 Volkswagen Convertible 2.000.00 ',0.00. Total Personal Property Appraisement ~'3 (/13:(,01 REAL ESTATE SCHEDULE REAL ESTATE IN PENNSYLVANIA ALL that certain lot of ground situated in the Borough of East Washington.Washington County. Pennsylvania.being known and described as Lot No. 51 in Wades Second Addition to East Washington, Pennsylvania.a plan of which is of record in Plan Book No.2,Page 188. HAVING erectedthereon a dwelling known as 102 LeMoyne Avenue. BEING the same premises as conveyed to Willard J.Stevens and Margaret A.Stevens.his wife.by deed of Elizabeth C.Waltersdorf et con.•dated June 27.1950,of record in Deed Book 768,Page 659. Upon the death of the said Margaret A.Stevens on Frebruary 23.1967 the entire title to the premises above described vested in the said Willard J.Stevens.$34.700.00 Total Real Estate Appraisement RECAPITULATION Total Personal Property Appraisement Total Real Estate Appraisement Total Appraisement MEMORANDUM OF REAL ESTATE OUTSIDE THE COMMONWEALTH OF .PENNSYLVANIA None - 3 - $34.700.00 ~~j:<.09 -$35.412.99 .34,700.00 $70,112.09 .;, • INVENTORY AND APPRAISEMENT IN THE ESTATE OF WILLARD J.STEVENS.· Deceased JUL 1 3 1972 Filed •1972 Attorney:Jonathan Allison.Esquire Address:Schmidt &Allison Washington Trust Building Washington.Pennsylvania .oOT .0 0 T 34,700.00 34,700.005 34,832.09 69,532.095 69.532.09 T ------------- "'.::; ,_,I .,;~ '.:' .\ (.-' ". ;. ,.~, ..... ".;,. .'" ,. :., ,.' j .~-. '.~ ,...'...., " '.', if1,•./'''", < _It .' ',-: '. ,~" '~'. ,~,' ..-~.... "".', ,~'~"1!~~, "<'~ • AFFIDAVIT OF EXECUTOR STATE OF PENNSYLVANIA, SS: COUNTY OF WASHINGTON Personally before me,the undersigned authority,a Notary Public in and for said County and State,appeared ARLIE W.OTT,TRUST OFFICER of MELLON NATIONAL BANK AND TRUST COMPANY,who,being duly sworn according to law,deposes and says that MELLON NATIONAL BANK AND TRUST COMPANY is the executor of the estate of WILLARD J.STEVENS,deceased,that the following schedules constitute a complete inventory and appraisement of the real and pe.rsonal estate of WILLARD J. STEVENS,deceased,except real estate outside the Commonwealth 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. Sworn and subscribed before me this /3U day of ------'>~~~~.A!f;""/:..-------"1972 !OLORES P.•.MEREDrXR Notary Public ARLIE W.OTT Arlie W.Ott TR UST OFFICER of MELLON NATIONAL BANK AND TRUST COMpANY EXECUTOR ESTATE of WILLARD J.STEVENS, DECEASED INVENTOR Y AND APPRAISEMENT of the goods and chattels,rights and credits which were of WILLARD J.STEVENS,Deceased,late of 102 LeMoyne Avenue,Washington, Washington County,Pennsylvania,taken and made in conformity with the above affidavit. PERSONAL ESTATE SCHEDULE Mellon National Bank and Trust Company Washington Office Checking Account No.355-1721 Balance 11/19/71 $5,619.63 Les s checks cleared subsequently __.:.1.:.0:..'.::.5.::.0 $5,609.13 Pittsburgh National Bank Washington Office Checking Account No. Balance 11 /19 /71 Less Service Charge 83-3-484215 $15.86 0.50 15.36 $50.00 Treasurer of the United States Veterans Administration burial allowance Social Security lump sum death benefit Washington County Veterans burial allowance Blue Cross of Western Pennsylvania Refund of unearned premium The United States of America Savings Bond,Series E Dated December 1.1964 Due September 1,1972 $250.00 255.00 $505.00 75.00 10.20 48.56 168 Shares 44 Shares 102 Shares 10 Shares 264 Shares 4 Shares 10 Shares American Telephone and Telegraph Company (New York) Capital Stock ($16 2/3)@ 42.375 Duquesne Oil Corporation (Delaware) Capital Stock ($0.25) General Motors Corporation (Delaware) Common Stock ($1 2/3)@ 76.875 Dividend of $0.85 per share payable 12/10/71 to stockholders of record 11/11/71 George Washington Hotel Corporation (Pennsylvania) Capital Stock ($2.50)@ 6.00 Gulf Oil Corporation (Pennsylvania) Capital Stock (Without Par)@ 24.5625 Dividend of $0.37 1/2 per share payable 12/9/71 to stockholders of record 11/5/71 The Bank of Pittsburgh,National Association (Pennsylvania) Capital Stock ($50.00) (Bank closed in 1931.Stock approved worthless 12/11/52 -Moody's 1950 Bank Manual) The Exchange National Bank of Pittsburgh (NBL) Capital Stock ($50.00) (Bank closed in 1931.Stock approved worthless 10/18/51 -R.D.Fisher.Volume Xl - 2 - 7.119.00 1.00 for lot 7.841.25 86.70 60.00 6,484.50 99.00 ---0 --- ---0 --- 16 Shares Washington Trust Company,Washington,Pennsylvania (Pennsylvania) Capital Stock ($100.00) (Bank closed 10(3(31 -The 1933 edition of Polk's Banking Directory) Household Goods Jewelry 1968 Mercury Sedan 1971 Volkswagen Convertible o --- 3,277.39 680.00 1,500.00 2,000.00 Total Personal Property Appraisement REAL ESTATE SCHEDULE REAL ESTATE IN PENNSYLVANIA ALL that certain lot of ground situated in the Borough of East Washington,Washington County, Pennsylvania,being known and described as Lot·No. 51 in Wades Second Addition to East Washington, Pennsylvania,a plan of which is of record in Plan Book No.2,Page 188. HAVING erected thereon a dwelling known as 102 LeMoyne Avenue. $35,412.09 BEING the same premises as conveyed to Willard J.Stevens and Margaret A.Stevens,his wife,by deed of Elizabeth C.Waltersdorf et con.,dated June 27,1950,of record in Deed Book 768,Page 659. Upon the death of the said Margaret A.Stevens on Frebruary 23,1967 the entire title to the premises above described vested in the said Willard J.Stevens.$34,700.00 Total Real Estate Appraisement RECAPITULATION Total Personal Property Appraisement Total Real Estate Appraisement Total Appraisement MEMORANDUM OF REAL ESTATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA None - 3 - $34,700.00 $35,412.09 34,700.00 $70,112.09 ) INVENTOR Y AND APPRAISEMENT IN THE ESTATE OF FI LED, ;73 HAY ?Pl1 4\ WILLARD J.STEVENS,' Deceased RUSSELL i.tt.R1NO REGIS'fEI\or-WILLS WASI1HIGTON CO..PA. Filed ~¥/3 ,1972 'II " Attorney:Jonathan Allison,Esquire Address:Schmidt &Allison Washington Trust Building Washington,Pennsylvania I