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Home My WebLink AboutOC1971-1245 - ESTATE OF WARNE~.3-7/-/~~5 ****WILL.**** I~" I,JANE D.WARNE,of the City of Washi~gton, ..-"-"'-,-~..~...,:'.,_....~..~.."..... THIRD:All the residue of my estate I give to MEL- such shares as they may d~termine,or all to the survivor of them at my death,with the request that ~hey distribute certain items SECOND:I give my.ta~gihle personal property to my niece,ESTHER WARNE WATSON,and my cousin,LOUISE CANAGA,in amended the (~/"day of .__71-=-.J-~crV-e_·~/~~...:.-.::._--:--\,19 ~F , the Trust Estate under my Deed of Trust dated JUly 17,1968,as LON NATIONAL BANK AND TRUST COMPANY to hold IN TRUST as part of in accordance with my intentions with which they are familiar. Washi~gto~County,Pennsyivania,do make this my Will,hereby revoki~g any and all Wills at any time heretofore made by me. were set forth herein verbatim. FIRST:Under the testamentary trust created for my benefit by my late husband,A.C.WARNE,provision is made for the payment of ~he expenses of my last illness and funeral, including the erection of a gravemarker.Only to.the extent that such expenses cannot be paid from said trust shall they be paid from my estate. ·and as further amended at any time prior to my death,or,if such Deed of Trust is no lo~ger in effect,to hold IN TRUST on the terms and conditions specified in said Deed of Trust on the date of this Will ot of the last Codicil hereto,with like effect as if they :~. i~gton,Pennsylvania,shall be sold. see fit,or in their discretion to retain the same for distri- for such.price·and upon such terms and conditions as they may and MELLON NATIONAL BAl'JK AND TRUST COMPANY .Executors of this 't~'-.~---~'~'-"----.._---~~ .;tJ~ ..~ I appoint my niece,ESTHER WARNE WATSON,lit1~I titl.1~~ jJi~1,3ilfl1]~~~I .FOURTH: my Will,.givi~g to my Executors,in addition to the authority conferred by law,the power to sell any or all of my property, bution in kind,and the power,but not the duty,to invest any real or personal,at public or private sale,at such tim~and cash without bei~g limited to "legal"investments;PROVIDED, however,that my residence property at 125 Coll~ge Street,Wash-. ..-.~-,+,,,..,,' No bond shall be required of any fiduciary hereunder in any jurisdiction. FIFTH:I direct that all estate,inheritance and other taxes in the nature thereof,t~gether with any interest and penalties thereon,becomi!lg payable because of my death with respect to ~he propertyconstituti~gmy.gross estate for death tax purposes,~hether or ~ot such property passes under this Will,shall be paid from the principal of my residuary es- tate;and no person receivi~g or havi~g a befieficial interest in any such property,whether under this Will or otherwise, shall at any time be required to contribute to or refund any part thereof.At any time prior to the vesting of a future interest in possession and enjoyment,my Executors or the Trus- tee tawhom my residuary estate has been distributed shall have the discretion to elect to prepay all or any part of the death taxes thereon,and such election shall be bindi~g upon all -2-..""..,.."""""..".,.,.,~~~","'.\.h "fh~'If"Jf..fi'...JiflW#'€:••,frl+.•~.,~M"!;i;;:..+,"",_~-,~'~~~·:~"·T::'~~~;w.,··.~.~...•,.4,;4 f .."'?<l:"'f H,"<'.",/i.<,Ie ~Ji]'/f ..~~.."3~2.~¥,4jJ'?T-"~>if). -1•1 ,'-..",".•-..;0;..-,.....,..... ....,,<'.. •~4"',~ '.j '",,:• .:.....i:p _:~';' Signed,sealed,'published and declared by JANE D. WARNE,the Testatrix above named,as and for her Will in the presence of us,who,at her request,in her presence and in the presence of each other,have hereunto subscribed'our names as witnesses hereto. parties in interest. set my hand and ,19JqJ! IN WITNESS WHEREOF I have hereunto., 1'2 day of )/}d).....1j..6y'"Yt l~.JVsealthis • •Ir Address:§oS Ea.d ttlk~...lL..r .vJ~/4 /SaO( ~aJ.0tL ) ""I Address:V9b ~~ ;" ~t/53{)1 -3- .-..._•..,..;...,..~""";,.,.&,....-_--........--·.,......,.,..,.,:q:~,.;..,-t.,.....,..,'"""..~.,.,.,."¥.,...,·.•...,,.!iF"""-·+.,.,f"~•..,...•,....~_"""."...,.._•......-~....,._,....-...,.".._'''"..,.,:._,...,.,._~~~,..~'!..,.",'':',......'~.__c:'l';"I'""'""",t".-.__na:_~~t\~~-~: " J AFFIDAVIT OF EXECUTORS STATE OF PENNSYLVANIA, SS: COUNTY OF WASHINGTON Personally before me,the undersigned authority,a Notary Public in and for said County and State,appeared ESTHER WARNE WATSON and ARLIE W.OTT,TRUST OFFICER of MELLON NATIONAL BANK AND TRUST COMPANY,who,being duly sworn according to law,depose and say that ESTHER WARNE WATSON and MELLON NATIONAL BANK AND TRUST COMPANY are the executors of the estate of JANE D.WAR NE,deceas ed,that the following schedules constitute a complete inventory and appraisement of the real and personal estate of JANE D.WARNE,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 under signed to be the fair value of said items as of the date of the decedent I s death,based upon a just appraisement of each item made by the above named Executors. Sworn and subscribed before me this .,/'I/~ day 0'£_...~~,1b-=~;..:......:w:..=..,1972 Arlle W.Ott ~~J}~~~ ~WJ(i;nNotaryPublic .lLORfS'~.'IEREDITH,Notary Public ~..,.~ii.,gWI1,Wastl ington County.Pa. My Commi~sion Expires January 28,1975 TRUST OFFICER of MELLON NATIONAL BANK AND TRUST COMPANY EXECUTORS ESTATE of JANE D.WARNE, DECEASED INVENTOR Y AND APPRAISEMENT of the goods and chattels,rights and credits which were of JANE D.WARNE,Deceased,late of 125 South College 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.221-1565 Balance 12/9/71 $9,942.82 'Savings Account No.61-7381 Balance 12/9/71 11,631.31 -- ( First Federal Savings and Loan Association Washington,Pennsylvania Savings Account No.S-ll69 Balance 12/9/71 Pittsburgh National Bank Washington Office Time Deposit Open Account No.708427 Balance 12/9/71 Pittsburgh National Bank Trustee under the Will of A.C.Warne Accrued income as of 12/9/71 Pittsburgh National Bank Trustee under deed of trust of Flora Maxwell Accrued income to December 9,1971 Firemans Fund Insurance Company Refund of unearned premium on Homeowners Policy No.FH5351045 Observer Publishing Company Refund due to cancellation of Observer .,.Reporter Subscr iption Treasurer of the United States Refund of overpayment of 1971 federal income tax liability Commonwealth of Pennsylvania Refund of overpayment of 1971 state income tax liability Washington County General Fund Refund of duplicate payment of 1969 personal property tax Donald R.Warne Demand Note dated 5/2.9/7 0 in the original amount of $4,741.00, without interest Balance 12/9/71 Household Goods Total Personal Property Appraisement - 2 - -==-=- $11,188.67 10,767.43 323.33 3,578.73 114.00 28.60 774.71 364.41 399.63 4,331.00 3,290.87 $56,735.51 , REAL ESTATE SCHEDULE REAL ESTATE IN PENNSYLVANIA ALL that certain lot or piece of ground situate in the 4th Ward,City of Washington and State of Pennsylvania, having erected thereon a 2 1/2 story brick dwelling known as 12.5 South College Street,as recorded in Deed Book Volume 450,Page 93,and Will Book 37,Page 209. (Sold).$25,000.00 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 $25,000.00 $56,735.51 25,000.00 $81,735.51 -1 j /S/~ INVENTOR Y AND APPRAISEMENT. IN THE ESTATE OF JANE D.WARNE, Deceased .~ ~-.-;"'_./ r ,.....,--'11ll i"-' c.:::::>"'":.:: :',:1': .-u .....J -....J = '_M --.l Alexander Acheson,Esquire .,...:")::E ~o;(:::~--:-....:r:::!~-0 1_......L....1-]:>V~ :!E;o»rn:::oc.no c:r.:-(/) -(j)U'lZ--i r-r G'-'fll r--':--I :;:':1 ....~o .--_I._-'--.'_.~-~..:. Attorney: J Address:Washington Trust Building Washington,Pennsylvania 15301 ,~J3;¥l--4..<S- I' EXECUTORS FIRST AND FINAL ACCOUNT OF ,::----..." '~,~/ .....- 0'·;;'....,...",,::::;;~ji I ~..i}"i!~~~t, f ~'k;.._..,197-.:2 -_.~..~-~ .Rpriii:'!';t:/{..",{Will";,:;-).. ~ J do certif!!.that I hat:e (ift:en legal notice tD QI#IH?{';:i;!'I' COfIDerned of the /1/[119 of the Ivithln account i.thtt ma"ner }'i'{~. ~cr!t1ed by Statutf ad Rule oj OauTt.aa 4flfdaalfJd bJf PTfi,)!. :k!f?-of filed to No.'O:'!L>'$-7 ~_./ Witnes8 my hand and official s~ai this._4f:....__tffJ'§r ... r'-' rn ....-.11"";;,~i.... -.l u-l ~~Ii.I '"••-_..'PO .flt<8.1'an'"OIL<i.e.n :."_.,....'rr,....,.r '"ALEXANDER W.ACHESON (3:) Attorney-at-law Washington Trust Building Washington,PeQnsy1vania 15301 oLJW-/5/~--pv ./f;z 0 ESTHER WARNE WATSON AND MELLON BANK N.A. SUCCESSOR BY MERGElf'1~ MELLON NATIONAL BANK AND TRUST COMPANY ESTATE OF JANE D.WARNE,DECEASED BALANCE DUE -$64,284.81 &3--"7/-I ~7L.r- -...:rE:?:'-:n cFiledJ;i f"1 C::$ (jJ ~[/)~ :::(n u)P ...l Z -l /n .J::~._~.......-"PI r \~,...~.;r.:'r--...... I;:)c)"_'~'Oz-,.,:;::::t:7P?;;!:..~rllll]FllIW,CU WIt.£:/'~.:..._........"#231 the "Ntmn QOOOU"l~~,.'~UIlli!:,11;,()Ontirn,flflOfJ.'!> ~, ",-.'~xw 'J."HE 'COURT OF COMMON.P7.•E<'i$OF Wl'l~:tJ:I:NGTOl'l COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION .,.,:; <. '..."...,....'. -', ~d .) ""-/ ; ~ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF JANE D.WARNE,DECEASED FIRST AND FINAL ACCOUNT OF ESTHER WARNE WATSON AND MELLON BANK N.A • .SUCCESSOR BY MERGER TO.;\ MELLON NATIONAL BANK AND TRUST COMPANY EXECUTORS • SUMMARY SCHEDULE "A" PRINCIPAL-PERSONALTY January 11,1973 Receipts Page 4 Amount transferred from Principa1- Realty Account Disbursements Receipts Disbursements Receipts Page 7 SCHEDULE ''B'' INCOME-PERSONALTY Page 8 Page 8 SCHEDULE "c" PRINCIPAL-REALTY Page 9 $56,824.95 24.750.00 Balance Balance $81,574 95 1QlJ.QnI\R $2,316 25 115 R1 $25,000 00 $62,084 37 2,200 44 Disbursements Page 9 Amount transferred to Principa1- Personalty Account to consolidate DF:cb ~~~--L~~~~~~~~~~~-----'----- $250.00 24.750.00 Balance NET BALANCE 21i 000 00 000 00 $64,284 81 Balance consists of the following: PRINCIPAL-PERSONALTY Household Goods advanced (See Exhibit No.1,Page 10) Temporary Investments: CIT Financial Corporation Demand Note Commercial Credit Company Demand Note Ford Motor Credit Company Demand Note General Electric Credit Corporation Demand Note General Electric Company Demand Note General Motors Acceptance Corporation Demand Note Cash INCOME-PERSONALTY Cash - 2 - $3,290 87 $6,000 00 29,000 00 10,000 00 8,000 00 1,000 00 000 00 58,000 00 0 $62,084 37 2 200 4 $64,284 81 .. SCHEDULE "A" PRINCIPAL';'PERSONAIcTY 1972 Nov. Receipts 27 Inventory filed $56,735 51 1972 Mar. Conyersion of Assets Without Gain or Loss 3-Proceeds sale $3,000. Ford Motor Credit Company Demand Note at 100.$3,000.00 Carrying value 3.000.00 $000 00 3 Withdrawal of Savings Passbook No.61-7381, Mellon National Bank and Trust Company, Washington Office $2,500.00 Carrying value 2.500.00 000 00 Apr.19 Proceeds sale $1,000.Ford Motor Credit Company Demand Note at 100.$1,000.00 Carrying value 1.000.00 000 00 May 000 .00 00000 000··00 . 000 00 000 00 000 00 000 .00 Oct. 1973 Nov. July 19 Withdrawal of Savings Passbook No.S-1169,First Federal Savings and Loan Association of Washington,Pa,$11,188.67·· Carrying value 11.188,67' 1 ·Withdrawai of Savings Passbook No.'61,"'-7381, MeHon National Bank and Trust Company,..' Washington,Pa,$9,131.31 ..Carrying value .9.131.31 7 Withdralial of SaviUgs Passbook No.708427, Pittsburgh National Bank,Washington Office $10,767.43 Carrying value 1O.167.4a· 31Proc'eeds sale $1,000.General Motors Acc~ptance Corporation Demand Note at 100.$1,000.00 Carrying value ..LOOO,OO 9 Payment :lnfull,Demand Note of Donald R.Warne dated 5/29/70 .$4,331.00 Carryirig value 4.)31.00 .. 5 Proceeds sale $2,000.C I T F.inancia1,Corporation Demand ~ote at'100..$2,000.00 Carrying value 2.000.00 9 'Proceeds s81e$7,000.CIT Financial Corporation Demand Note at 100.$7,000.00 .. Carrying value .7,000.00 1972 Miscellaneous Nov.13'Purchasers pro-rata share 1972·real estate' taxes· ~'. FORWARD $56,824 95 3 - 1972 Jan. Apr. May July Aug. Nov. BROUGHT FORWARD Purchase of Assets and Temporary Investments 6 $3,000.Ford Motor Credit Company Demand Note at 100. 13 $11,000.Ford Motor Credit Company Demand Note at 100. 5 $8,000.General Electric Credit Corporation Demand Note at 100. 5 $1,000.General Electric Company Demand Note at 100. 12 $11,000.CIT Financial Corporation Demand Note· at 100. 31 $4,000.General Motors Acceptance Corporation Demand Note at 100. 7 $5,000.Commercial Credit Company Demand Note at 100. 20 $24,000.Commercial Credit Company Demand Note at 100. $3,000 00 11,000 00· 8,000 00 1,000 00 11,000 00 4,000 00 5,000 00 24,000 00 $56,824 95 Dec.6 $1,000.General Motors Acceptance Corporation Demand Note at 100.1,000 00 8$4,000.CIT Financial Corporation Demand Note at 100. Cash expended re purchases Amount transferred from principa1~Rea1ty Account· - 4 - 4 000 00 $72 ,000 00· 72 000 00 000 00 $56,824 95 24 50 00 $81,574 95 SCHEDULE "A II PRINCIPAL-PERSONALTY Disbursements 1971 Dec. 1972 Jan. Sept. Oct. Administratiye Exoenses 24 Washington County Reports: Legal advertising 24 Observer-Reporter: Legal advertising 24 J.C.McCleery: Real estate appraisal 19 Observer-Reporte~: Advertising real estate for sale 25 Lucy Rea: Payment for personal services and services re sale of real estate $14 00 14 00 35 00 7 14 400 00 Nov.30 4/17/72 Internal Revenue Service: Tax on income credited to principal Less refund overpayment $1,313.05 1.313.05 000 00 30 Register of Wills,Washington County, Court costs,as follows: 12/24/71 Probate of Will and eight short certificates 7/19/72 .Certified copy of Will 11/30/72 Filing inventory Pa.: $33.50 6.50 6.00 46·00 Dec.27 Expenses re property 125 South College Street, Washingto~,Pa.: Stella Koste1ich: Wages and miscellaneous expe~ses for month of January $216.03 . County Treasurer: 1972 County Real Estate Taxes Hood Insurance Associates: Fire insurance City Treasurer: 1972 City Real Estate Taxes Citizens Water Company: Service 3/27/72 Internal Revenue Service: Social Security Tax for period 3/31/72 Employees $8.32 Employers 8.32 FORWARD - 5 - 92.34 55.00 235.20 9.22 16.64 .. $624.43 $516 14 BROUGHT FORWARD $624.43 $516 14 1972 Dec.27 City Treasurer: 1972.School Real Estate Taxes 285.77 McVehil Plumbing,Heating and Supply Company,Incorporated: Charges 123.56 Western Pennsylvania Water Company: Service 7/24/72 and 10/24/72 17.09 Columbia Gas of Pennsylvania, Incorporated: Service 1/1972 to 12/1972 336.33 Washington-East Washington Joint Authority: Service 1/~972 to 12/1972 15.06 West Penn Power Company; Service 1/1972 to 12/1972 77.92 1,480 16 1973 Jan.11 Esther Warne Watson: Compensation as C~-Executor 1,000 00 11 Alexander Acheson: Attorney's fee 4,085 00 11 Mellon Bank N.A.: Compensation as Co-Executor 12/31/72 Payment on account $2,000.00 1111/73 Balance in full 2,090.00 4 090 00 $11,171 30 1971 Other Debts Dec.28 Stella Koste1ich: Wages $40 00 31 Howard Was1er: Flowers per order 5 30 1972 Jan.4 West Penn Power Company: Service 11 12 6 Columbia Gas of Pennsylvania,Incorporated: Service 47 25 25 Citizens Water Company: Service 12 58 25 Internal Revenue Service: Social Security Taxes for period ended 12/31/71 Employees $27.04 Employers 27.04 54 08 FORWARD $170·33 $11,171 30 - 6 - .>. ------------:---------, - 7 - $170 33 745 17 16 $7,997 03 127 31 $11,171 "30 194 94 000 00 $19,490 58 SCHEDULE ''B'' INCOME-PERSONALTY Receipts Interest-Savings Accounts Mellon National Bank and Trust Company, Washington Office,Savings Account No.61-7381 $197 84 First Federal Savings and Loan Association of Washington,Savings Account No.S-1169 281 47 Pittsburgh National Bank,Washington Office, 'i4R lRSavingsAccountNo.708427 $1,027 49 Interest-Demand Notes .Ford Motor Credit Company Interest earned during the period 1/6/72 through 12/31/72 $385 06 General Electric Credit Corporation Interest earned during the period . 5/5/72 through 12/31/72 .267 33 General Electric Company Interest earned during the period 5/5/72 through 12/31/72 33 44 CIT Financial Corporation Interest earned during the period 7/12/72 through 1/9/73 295 64 General Motors Acceptance Corporation Demand Note Interest earned during the period 8/31/72 through 12/31/72 67 79 Commercial Credit Company Interest earned during the per~od 11/20/72 through 12/31/72 lQ~85 1,243 11, 1972 Miscellaneous Nov.30 Treasurer of United States: Interest on overpayment 1971 Income Tax 45 65 $2,316 25 Disbursements 1973 Administratiye Expenses Jan.11 Mellon Bank N.A.: Compensation as Co-Executor $115 81 - 8 - SCHEDULE "c" PRINCIPAL-REALTX 1972 Nov.27 Inventory filed Receipts r Di~bursements $25,000 00 1972 Nov.13 Net proceeds sale re property situate 125 South College Street,Washington County, Pa.to Walnut Ridge,Incorporated,for a total consideration of $25,000.00 Less the following expenses: Realty Transfer Tax 250.00 $24,750.00 Carrying value 25.000.00 $250 00 Amount transferred to Principal-Personalty Account to consolidate 2 - 9 - $25,000 00 EXHIBIT NO,1 Payments on account of distributive shares: PRINCIPAL-PERSONALTX Esther Warne Watson and Louise Canaga,Legatees: Advancement on account of distribution under Paragraph Second of the Will: Household Goods advanced 2/10/72 Inventory value -10 - $3,290,87 COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF WASHINGTON ) SS ESTHER WARNE WATSON,one of the above named Accountants,being duly sworn according to law,deposes and says that more than six months have elapsed from the date of 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 she verily believes. Esther Warne Watson Sworn.to and subscribed before me thise?~OC<dayI.'" .\\~n'-" .•#~A'D.1973 ot~/~ .Notary Public DOLORES P.MEREDITH.Notary Public Washington,Washington C~unty.Pa. My Commission Expires January 28.1975 REQUEST FOR DISTRIBUTION Accountant requests that distribution be determined by the Court in accordance with the Petition for Distribution to be offered in evidence at the audit of this account. ~7l:~zt~ Esther Warne Watson COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF WASHINGTON ) SS ARLIE W.OTT,Trust Officer of the .. I MELLON BANK N.A.,Successor by merger to MELLON ·NATIONAL BANK AND TRUST COMPANY,o~e of the above named Accountants,being duly sworn according "-to law,deposes and says that more than six months have elapsed from the \, date of 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 before me thiso?3~ay,;i~~-A.D.1973\."'L '\- ""1 ~. ~~ 'Notary Public 'DOLORES P.MEREDITH.Notary Public Washington.Washington c~unty.Pa. My Commi.ssion Expires January 28,1975 REQUEST FOR DISTRIBUTION Accountant requests that distribution be determined by the Court in accordance with the Petition for Distribution to be offered in evidence at the audit of this account. Mellon Bank N.A.,Successor by merger to Mellon National Bank and Trust Company .Trust Officer .VVas~o~Co~iy ~epo~ Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929, P.L.1784 Sec.S,paragraphs (S)and (25). COUNTY OF WASHINGTON}SS STATE OF PENNSYLVANIA • Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS, the officiaJl legal periodical for said Washington County,published weekly hav.ing its place of business at Washington,Washington County,Pennsylvania, and is acting as its agent in this behalf;that the said WASHINGTON COUNTY REPORTS was established on March SI,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or advertisement attached hereto is a copy of a notice or advertisement, exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: December 30,1971 ............J.~.QY.l'H;.Y.~.a ~~.I ;.?:!..?.. Estate Notices The Register of WiHs has granted letters,testamentary or of administration, in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. •• ••• ••• •• •• •• ••• WARNE,JANE D.,Dec'd. ~Late..'of Washington,Washington County,Penna.Executors:Esther Warne WatsonandMellonNationalBanle&Trust Company.40 South Main Street, Washington,'Pa.15301Attorney:Alexander Acheson,.Wash- ington:Trust Building,Washmgton, Pa,':15301 . that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of this affidavit as to the ~''pceand characterJ~t pu~ are true.f:7WtJ 0:::./J~tte~ .................................~uo·....·UO"~·::::::IEdit~;___ Sworn to and subscribed before ~____,_~~::,.o--< .,.;.~!i.~day Of ~~~Z ,19..?~..#r~~I-"-r:.~~ JOSEPHIrlE T.SCII,rf,MliIA t~O"..ary Publi~,Vlashinp:to:l,W2~~ini:ton Co. My COr'rnio;~j'n r',·:,1.;974 J I j I... j -_CO·EXECUTORS'NClTI'cE E"TATE OF JANE D.WARNE de. I'l'ased l~·."of City of WaShington~a.!<::ounty.PennsYlvani~ 'mentary upon the ving been granted 'J,notice is hereby 'debted thereto topaymentandto ..,s or demands to ,ettlement. Warne Waf~on and l .National Bl "&,,Company, -l'Oof .)(("C"utor.s ,«l ;;outh Main Sfr!Wa.hington.Pa,' '\,Ale"",nder Acheson IIA.ttorney Washington Trust Bldg.IWashington.Pa,15301 •"71301-Thurs-3tJ Observer .Reporter' WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION Sworn to and subscribed before me this.....9....day of.J.~.~.~.~.~.Y...J972.Jr{~~~./1(...~~..... MARGARET M.BRADLEY,NOTARY PUBU~ WASHINGTON,WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6,1972 In compliance with the Newspaper Advertising Act of 16 May.1929. P.L.1784.as amended. Commonwealth of Pennsylvania.County of Washington,SS:........•;.. Personally appeared before me.a Notary Public in and for said County \ and State..".".Ri.cha.rd....S.•....Cow.an."....."......who beiIlJg duly s,worn according to law.deposes and says that he is the ...v.i.c.e.~.P.r.es.i.d.en.t of the Observer Publishing Company.a l"enns,ylvania corporation.and its agent in this behalf;that the said Company is,the'owner and publisher of the Observer-Reporter,succ'essor to The Washjngton Obs·erver.established September 18,1871.and The Washington Reporter.'established August 15, 1808.a·daily newspape,r of general.circulation,printed and published and having its place of ·busines's at Washington,Washington County,Pennsyl- vania,where it'or'its predecessors have bee;n established and published~tinuously for more than six months·prior to the publica;tion of the notice hereto attached;tha;t the printed notice or advertisement hereto attached is a copy of an official advertisement.official notice;legal notice or legal advertisement.exactly as printed or publis!:).ed in th~Obslerver-RellOrter in its regular editions on the following date or dates;""-_.. .............p.~.~.~J9.p..~.r..".~.~..1.J..Q..'..J,9..7....1.J.J..~.ng.~J.Y.9..,.J9.1.?:.. that neither tl~e affiant nor the Observer Publishing Company is interested in the subject matter of said notice or advertising and that all of the allega- tions'of this affidavit as to the time,place and character of publication are true.'..frtd~/.~ I., WILLIAM C.PORTER ATTORNEY AT LAW 307 WASHINGTON TRUST BUILDING WASHINGTON,PENNSYLVANIA 15301 August 1,1974 CHRIS VLACHOS,ESQ. Orphans'Court DiNision Court House Washington,Pennsylvania 15301 In re:Estate of Jane D.vlarne No.63-71-1245 Dear Chris: AREA CODE 412 TELEPHONE 225-0250 , I understand you have taken over the distribution duties formerly performed by Mr.Troutman. The account in the above estate was presented to the court for confirmation March 3,1973. I represent the Washington Y.W.C.A.,which is a residuary bene- ficiary under a deed of trust • ..The delay is causing a considerable hardship to my client,a charitable corporation very sorely in need of funds. Will you please try to expedite the issuance of a decree of distribution. WM.C.PORTER WCP/mh CC/Mr.Arlie W.ott Mrs.Lena Beebe {. U") c::;..::t U)« ~z -I CL--J =::,':r:3:0-If"~:..0-.c' 0 2:~lJ.,... ''':.:'~:7: tLJ c:::J ~~..'c· l".l _1 .~.-.- ;~J ~,.' ._J r~(I)~Z ~U)v?- cc:::c-::>0 (/) !j LL .:r-OC lI-.J .« .' r--c:.:...3: ",J, ".(---( Q!nurt nf Q!nmmnu 'ltas nf DlIns4iuginu 'tuusylttnuin (Orp4ttus9 Q!nurt lIittisinu Q!nttuiy. J ESTATE OF Jane D.Warne, Deceased N 63-71-12450._---...::...:.-..:....;.:..-=-.....:..=._ In the matter ofthe F~rst and Final Account of Esther Warne Watson and MelIGn Bank,N.A.,Executors ADJUDICATION AND DECREE An now March ~r ,19---11.,this matter came on for hearing, audit and distribution of this session and testimony taken;and thereupon,upon due consideration the~cffkt~2balance for distribution in the hands of the Accountant is determined to be $,•...and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto,be filed s~c.reg.or an appeal be taken herefrom sec.leg. Balance per account -__.I Additional Debits -Audit Additional Credits -Audit $306.33 42.82 $64,284.81 64,591.14 Balance 1 Deduct Clerk's Costs &Receipts__---:&=--::;A::.;:d--:v..;:ce.=.r.=.ti=:s::.;i::,::n::l:8l--1 Alexander AchesonAttorneY 1 Credit,payment in settle~ent of claim of Glenn Allum Credit advances of tangibles made to Esther Warne Watson and Louise Canaga 70.50 250.00 3,290.87' $64.478.32 . 64,477.82 ...--"/i~/cf'1->.~!TCJ~i~~~ 64,227.82 '~v Mellon Bank,N.A.,Trustee under the Will of Jane D. Warne,deceased,and under Deed of Trust dated July 17,1968 as amended,residue 0,936.95 NO BALANCE IiI .. {:::J f:.-').....'1' 0 > ~.-J 0..:"""::J Z -J m n ~Vl n ..,..9 c~.:;::6 ..,..0 :J 0 C m <-...,ty ..,..::J 3 '-- -..'m ..,.. .~:~:~'S:;,0 0 0 ", 'ty """"""::+m , ....., .J M 0 (3)G)a """ <.1"') ..,.. ~-,-....:J :::J C!)(./)~ m n-"L;J--~::: c::;::;.~~.:- S'~, %:i..,...,. .,, ,,;;.- (. 1," !,-,.-_.:c ~ ", ,l ;,.!,1 IN THE MATTER OF THE ESTATE OF IN THE Orphans I Court ,Division '.J 1..)1 ...'Common Pleas Court ,) () :m~~WASHINGTONCOUNTY,PENNA. J JANE D.WARNE DECEASED: 63-71-1245NO.,~__c------- Mellon Bank,N .A.,Trustee under·Deed of Trust KNOW ALL MEN BY THESE PRESENTS.THAT of Jane D.Warne dated July 17,1968,as amended es Esther Warne Watson and Mellon Bank,N .A.J_______________Exeoutors DO/HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM~~:Ml'itua'x--------:...------- •,I " I Jane D.WarneOFTHEESTATEOF,--'-_--'-_--=--__=---~DECEASED.THE SUM OF Sixty Thousand Nine Hundred Thirty-Six and 95/100----------(60,936.95----__________$_I DOLLARS 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_-----=12_4--"-5 _ WITNESS MY HAND AND SEAL THIS,_-L/.--'dJ""----'rA:=..::..sV""-__DAY OF----,-.,.---=-=-_~~~-~~~19 75 N.A.,Trustee under Deed of Tru t W.U82 ~. ~. NO.63-71-1245 ORPHANS'COURT ESTATE OF JANE D.WARNE DOCKET J>AGE---_ c u RECEIPT FROM Me:llonBalJk,N.A.-:Trustee ). under Deed of Trtlst of Jane D. Warq.e dated July 17,1968,as amended TO' ,) sther Warne Watson and II <.) Mellon Bank,N .A.,Executors FILED 19__ 'J ..-...,="-;r;...",..";JV)rq ;;:l,;!~(;")c-~0)c..;~--.t (- I - -..~ o --.-,"--.----""--~;.-..'..r-_ pL)r-""::z.-:;.(n (.... ;.. _Jc......, ::::2'::::0. ~) ':.;::::> -i-j -I"',,) " '<-'" ,) ·"'·i"· ~....>. f'" 1"~ :f ~ 0)... ;.1-./.) ,J o.tnurt nf o.tnmmnu @rpqaun' In th¢matter of the Audit of Account in Jl~an nf lIan4iugtntt <1rnurt iitrininn o.tnuuty J Estate of_'__.::J..:::a~n=..:e~D~.~W~ac=.r.=cn~e~.~{ deceased. TO THE AUDITING JUDGE: No.63-71-]'-!=2,,*-4.L-2 _ Enter my appearance for__-,E=s...:tc.::.h:::.::e::.:r"---,-,W,-"a"",r"-,n~e----"W-,-,a",-t=s...:::o:...n""--,a""-"-,n,",,d,----,M,,,-,,,,e",,,,l'-"'l....,o~n""-....B""a""'n.....k~, N.A.,Co-Executors 20th day of,:t-:.:1=a""-r-"'c""'h"--,19---13 N.B.-Counsel shall,by separ3Jte paper,present a concise statement of each claim,with supporting calculation of any interest claimed.Objeotions to an account as filed,shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. No.63-71-1245 In re Audit of Account in EstaJte of Jane D.Warne, dA~AR!'IAd • AUDIT 'rarripr fnr .i\ppraranrr FOR Esther Warne Watson and Mellon Bank,N.A.,Co-Executors ,' ,Alexander,W.Ache$on, Attorney ....2 ..~.1 ,. .. ., c .. ~, ¢ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, ORPHANS'COURT DIVISION IN RE:ES,TATE OF JANE D.WARNE,DECEASED STIPULATION AND RELEASE , L --~---~----~-----------------~ PETITION SU R AU DIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY •Testate Form J Estate of }~~~.P.~~.~~~~_-"-' Deceased N 63-71-1245 'a . Fiduciary ;;;.l?.th&~..W..~.~~~..Yf9:t~~n:.9:n:~. Mellon Bank N .A.Co-Executors .•••••••••••••••••••••••••.1.•••••••••••••,•••••••••••••••••••••••••••••••••••••••.. Date of December 9,1971 Date of December 20,1971Decedent's death Grant of Letters . Th"th First and Final ~0 ~\~T f:'I-d ·'h'IS IS e account I e In t IS estate I,If there have been former accounts filed in this estate,list file number or number and term N<;:m-§. Election to take Not Applicable Under or Against will.(cross out one) Date Election Place of; Filed Record ;,. Name of surviving spouse ~?~.~:--..------. List issue,where material: None Did decedent marry after0execl,lt~on-of will?(indicate)~~No.Any children born after execution of will?(indicate) ~No.If answer yes,name them ____;~._. )...__._--------_-__---__----__--__-------_-__----__--.._-..--_._---------------------_._---_._._._.._--__.._---__..-_.-.._--_._._.._----.--_.. Leg.atees·Relationship Interest Fiduciary,if deceased or not sui juris Niece Cousin Esther Warne Watson Louise Canaga Mellon Bank,N.A.,Successor by merger to Mellon National: Bank &Trust Company,Truslee;'r-- - under.·Dee.d of Trustaated July -;r;' 17,1968,as amended '\'-:."- Tangibles Tangibles r • Residue "'T -~._~-T ., List,if exceptions to abOve:'Adeemea:~'':'Reveked:'--;lapsed:;A'bateet:~° 0 Give Cause: None OJ If partial intestacy,give facts:"CJ -T None Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Col;lrtRu~e No.9 parElgn!lph~C:S~ction 6::.Subdivis-ion d received wrJtten.notice'of"the -iilingof the.account and of call of audit?Yes.~.. . If any exception give cause:. File copy of Notice ,).,.(').~-°--:,) and date of mailing ~.~~.~~.~..~.~~~.~.:!.~~~~.!.y...~§.L.~~??~··'i·,~.'",'".,".,,,. Is estate subject to the filing of a Fe_~eral J;_~at~Tax Return?....X~.l?T ........~~.9.?.~~gJ~.~~.~.!...<:1:?.-~c;:~..~~~.!...~.9.I.J9.I~.. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $1.I.9.9..7.!.Q~..L$.~,t:1)J.~.9.~J~.I?~.:flJ.I?C.) If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . Mr.John H.Warne l nephew1 born April 221 19131 beneficiary of bequest U /D/T Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted.1:9 ,be correct;and whether the claim is denied. Mr.Glenn Allum 216 South Wade Avenue Washingtonl Pa.153'01: Claim for residence repair services stated to Executors at $530 to $540.Executors have not been able to determine validity of claim -Notice of audit has been acknowledged by Mr.Allum. Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: " -,, "'r"---"..r;~....f)-- ,,.....~--..'.....n ~r ~-' All tr"usf heneficiaries are reported in our tax filings. AlrFederal~EstateTax and Pennsylvania Transfer -"Inheritance tax have been paid in full --r,,, r,i' " -" Balance for distribution per account, Itemize any additional debits not shown by account: See Schedule "All Total additional debits (Add) Itemize any additiol'lal credits not shown by account: ::.~ T- See Schedule "A" $..9.1.1.?~1.~.?A . 306.33$. Total additional credits (S~btract) Balance for distribution T .•$...~.~.!.~.~...................••• $641 548.32---_-_-..-__.. If balance for distribution'is "not in-cdsh~-list each item held in kind,giving appraised Value (or distribution Value); -.''1 T ,. T -See page 21 Exhibit "A" ,.,r--r'....~ ESTATE of JANE D.WARNE,Deceased Receipts and Disbursements since filing First and Fmal Account through February 27,1973 Balance per account: PRINCIPAL-PERSONALTY Add: Hood Insurance As sociates: Refund of unearned premium on fire Policy No. F 5746832,American Insurance Company premium paid by us Less: Register of Wills,Washington County,Pa.: Filing First and Final Account #110-871 $62~084.37 10.00 62~094.37 28.00 $62,066.37 INCOME-PERSONALTY Add: $2,200.44 CIT Financial Corporation Demand Note Interest earned 1/2/73 'thru 1/31/73 I'28.72 Commercial Credit Co.Demand Note Interest earned 1/1/73 thru 1/31/73 143.36 Ford Motor Credit Co.Demand Note Interest earned 1/1/73 thru 1/31/73 50.13 General Electric Credit Corporation Demand Note Interest earned 1/1/73 thru 2/6/73 48.10 ! :'1 '. General Electric Co.Demand Note Interest earned 1/1/73 thru 2/6/73 GMAC Demand Note Interest earned 1/1/73 thru 1/31/73 Less: Mellon Banle Accountant!s compensation 6.01 20.01 2~496.77 14.82 2~481.95 $64,548.32 ;.. Balance Consists of the following: PRINCIPAL-PERSONALTY Household goods advanced per account $3,290.87 Demand Note s : CIT Financial Corporation Commercial Credit Co. Ford Motor Credit Co. General Electric Credit Corp. General Electric Co. General Motors Acceptance Corporation Cash on hand INCOME-PERSONALTY Cash on hand $6,000.00 29,000.00 10,000.00 8,000.00 1,000.00 4,000.00 -2- 58,000.00 775.50 $62,066.37 2,481.95 $64,548.32 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,pA. ORPHANS'COURT DIVISION RE:ESTATE OF JANE D. WARNE, DECEASED ) ( ) ( ) No.63-71-1245 RECEIPT FOR ADVANCEMENT TO THE HONORABLE,THE PRESIDENT JUDGE OF SAID COURT: WE,ESTHER WARNE WATSON and LOUISE CANAGA,1egate.es under Paragraph Second of the Will of Jane D.Warne,do hereby acknowledge to have received from Esther Warne Watson and Mellon National Bank &Trust Company, Executors of the Estate of Jane D.Warne,deceased,the following at the value set oppo site. Household goods per appraisal $352.00 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,we agree to return all or any part or value thereof should it later appear that for any reason said advancement should not have been made. DATED this "V.r:;d:day of January,1972. WITNESSES: t~,7J~y}~(SEAL) Esther Warne Watson // f );L/.!~0 U<.a ...y..2,;:ta Louise Canaga ~. (SEAL) \ PUB LI C SALE ACCO U NT .MARTI N R.HALLAM,Auctioneer F'HONE:WASHINGTON 222-4878 DATE ?~~?6 ~.~•.;~. SALE F0t1 ..'!.I:...l,L,il/l_XI.k Gc'/k~."cIO.<,. TERMS................. Check ... II WASHINGTON,R.D.2 IPAGE,. .....Clerk 1 PU BII C SALE ACCO U NT MARTI N R.HALLAM,Auctioneer -F'HONE:WASHINGTON 222·4878 WASHINGTON,R.D.2 DATE . _SALE F0ftrJ.1Ll{fg,!L'W.7.Uiaii:, TERMS . PAGE.....~..... ..Clerk Check .... ARTICLE _PURCHASEB I Amount C-Paid = IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PA. ORPHANS·COURT DIVISION RE:ESTATE OF JANE D. WARNE, DECEASED ) ( ) ( ) No.63-71-1245 RECEIPT FOR ADVANCEMENT TO THE HONORABLE,THE PRESIDENT JUDGE OF SAID COURT: WE,ESTHER WARNE WATSON and LOUISE CANAGA,legatees under Paragraph Second of the Will of Jane D.Warne,do hereby acknowledge to have received from Esther Warne Watson and Mellon National Bank &Trust Company, Executors of the Estate of Jane D.Warne,deceased,the following at the value set opposite. Net Auction Proceeds of Household Goods $2,938.87 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,we agree to return all or any part or value thereof should it later appear that for any reason said advancement should not have been made. I1£---DATED this )L...;:...---day of February,1972., WITNESSES: I II t ~/faA--u-fL 2t~(SEAL) Esther Warne Watson.. _...,.. .... If Family Exemption claimed by Petition,give place of Record:~~.~..~:P.P.~~~.~~~.~. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:. List any advancement or distribution on account that has been made,and nature and amount of same: Household Goods $3,290.87 L Receipts for Advancement filed herewith. Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: ," Your Accountants respectfully request Your Honorable Court to award tangible property1D legatees under Paragraph Second of Will,with credit for advancement as shown and you are further reque sted to award residue,both Principal and Income,to Mellon Bank,N.A., Trustee under Deed of Trust dated July 17,1968,as amend~d. COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly _~~~.:F.~doth depose and say that the facts set forth in the foregoing petition are true to the best of .tfuh:r_._knowledge and belief. Sworn .····to and subscribed before me thiS!~ut:.~..dciy _of M9:Xg.h 19.7.~. Signatur:.,"0/~~f~Ce!".&~.;?~. Title of Offic~r·;.~,..~.N~.~?:.J;.Y..~~.~~~~. bntOOES P.MEREDITH.Notary p[j~lie Office expires 1"}!\s.~i.n.B!9f1•••Xf'~~~!~~~?'~'~'?I'~~:!:'"~~.My CommiSSion [.X~,~~ January 28,1975 And your petitioner will ever pray,etc. Co...Executors Estate of Jane D.Warne ~~n~ft~····························"EstIier··Warne·Watsciii·····. Mellon Bank,N.A.,Successor by merger to MetlO'l:rNati.-cmat··Ba:Ilk:·&··'rTUst·60"p1p~ny-········· ·~!.·:···············~·t··~·;;#c""""""", No.63-71-1245 "'\ ..Estate of-!.ARf_~_.;Q.~W.A:B:~J~~.__. '~•) . I ).,................................_~._-.~)-~- --_--. .'Deceased,) I J Ii',J Fjduciary__...~.~~,g.~w.~_t~~..w.~t_f?9.P.-__~mg_ <J Mellon Bank;N.A.~Executors-:--.-.-__-_j-""."""-_- _ --_ -_ -_. ) ~ " o \' ./.'/~-~,': l 1 ...:--...\-\.."r,'. ~-=:~ ~)~~~;f-...: '...~~.-)/;'1 ,\'"~-~')~"\'t-')Jf ,(f "(/'.",...",~......'/1'.-.,\_.''/0,;,-J .\",\ ;f-rt .1•.,.,••I \\ "'i ) I.J I, ,) .~-, .J ,J .) .) " l .) .J \1'"Sf~f'I;' J .) .J '.J '.) ---<.), --j J , .J :J .) '.7, PETIT'O~SU8,.AUDIT FROM WHERE'DECEPENT)LEFT A WILL .1 '.J .J Counsel of Fiduciary wJII submit herewith the following,in corHqrmity with Court Rules adopted effective December,3,1951,being rule No,9:pafadraph bJc;and divisions thereof:shown o\"'pag~s 23-24. 1.Written praecipes ~of)01)Counsel in the case.j / 2.Copy of order·appointing Guardian ad litem,if pertinent.'~- .......)) 3.Copy of Ofder appointing Trustee ad litem,if pert,inent. 4 P f f )·.J£.bi y.roo a serVice ali a .ove. 5.Letters TestamEmt~rY or Administration C.T.A.or an attest 'copy of Will. i .)6.Copy of inventory and appraisement.),.J 7.Proof of adverti:serne'1t df grant of letters if not filed with~account.J~): 8.Certificate Of liens .in case any of the funds for disfr'b~tioQ are from judicial sale of real estate.y 9.Signed and'itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. l, ),., ,) j ·l I ~J J --j Alexander Acheson........._..___ _-_-__-_-_. Attorney ""'~2 ., J ," IN THE COURT OF COMMON'1?LEAS OF WASHINGTON COUNTY,ORPHANS'COURT DIVISION IN RE:ESTATE OF JANE )No.63-71-1245D.WARNE,DECEASED ) STIPULATION AND RELEASE WHEREAS,Jane D.Warne died on December 9,1971,and letters testamentary on her estate were granted unto Esther Warne Watson and Mellon National Bank and Trust Company by the Register of Wills of ~ashington County,Pennsylvania on December 20, 1971,at preceedings number 63-71-1245 in the Washington County Court of Common Pleas Orphans'Court Division;and WHEREAS,a First and Final Account in the Estate of Jane D.Warne,Deceased, was filed by the Co-Executors on January 24,1973,and the audit of said First and Final Account was held on March 20,1973;and WHEREAS,at the audit of said First and Final Account,Glenn Allum presented a claim for services rendered Jane D.Warne in regard to certain repair work performed at her residence;and WHEREAS,the approximate value of the services rendered by Glenn Allum are alleged by him to be in the amount of $530.00 to $540.00;and WHEREAS,the Co-Executors are willing to settle the claim of the said Glenn Allum for the sum of $250.00,provided that he releases the Estate of Jane D.Warne, Deceased,from any claim he may have against the Estate arising out of his alleged repair work performed at the residence of Jane D.Warne,Deceased;and WHEREAS,the Young Women's Christian Association and the Young Men's Christian Association of Washington,Pennsylvania,are the income beneficiaries of the charitable pour-over trust estate created by the Last Will and Testament of Jane D.Waren,Deceased, and by her Deed of Trust dated July 17,1968,as amended;and WHEREAS,said charities are the primary parties-at-interest under the said Will and Deed of Trust of Jane D.Warne,Deceased,regarding the payment to Glenn Allum in satisfaction of his alleged claim,in that any sums paid to Glenn Allum will reduce the total amount passing to the trust for the benefit of said charities;and • WHEREAS,the Young Women's Christian Association and the Young Men's Christian Association of Washington,Pennsylvania are desireous that the claim of Glenn Allum be satisfied so that income distributions may begin in accordance with the terms of the trust for their benefit;and WHEREAS,Mellon Bank,N.A.,is successor to Mellon National Bank and Trust Company effective November 28,1972. NOW THEREFORE,the parties do hereby agree as follows:(1)Esther Warne Watson and Mellon Bank,N.A.,Co-Executors of the Estate of Jane D.Warne,Deceased, do hereby agree to pay to Glenn Allum the sum of $250.00 in full satisfaction of any claim that he has with regard to the rendering of repair work services for the late Jane D.Warne during her lifetime.(2)Glenn Allum hereby acknowledges the receipt of the sum of $250.00 and agrees to accept said sum in full satisfaction of his claim against the Estate of Jane D.Warne,Deceased,for repair work services allegedly rendered at her residence,and he hereby releases said Estate from any and all claims, demands,causes of action of any kind whatsoever,at law or in equity arising out of. his alleged claim.(3)The Young Women's Christian Association and the Young Men's Christian Association of Washington,Pennsylvania,do hereby authorize and direct Esther Warne Watson and Mellon Bank,N.A.,Co-Executors of the Estate of Jane D.Warne, Deceased,to pay to Glenn Allum the sum of $250.00 in full satisfaction of his alleged claim against the Estate of Jane D.Warne,Deceased,and they do hereby release and indemnify said Co-Executors from any and all claims,demands,causes of action of any kind whatsoever,at law or in equity,arising out of said payment to Glenn Allum. IN WITNESS WHEREOF and intending to be legally bound,we hereunto set our hands and seals on the dates noted below our signatures. WITNESS: WITNESS: Co-Executors of the Estate of Jane D.Warne, Deceased Esther Warne Watson Date:~~ - 2 - ,1975 ATTEST: ~,-----.' ~ J.F.FI1ZGlt::o ..:·:S [RUS];OFFICE:R ATTEST: Mellon Bank,N.A. R.D'~V'v~reSident Date:~~/r7"",1975r> Young Women's Christian Association of Washington,Pennsylvania In C~~····~Treasurer President ,1975 Young Men's Christian Association of Washington,Pennsylvania President --''"''-'''=''''''''"---'''--~'1975 - 3 - a.. Washington Office South Main Street and Cherry Avenue washington.Pennsylvania 15301 ARLIE W.OTT TRUST OFFICER Chris Vlachos,Esquire Audit Clerk Court House Washington,Pennsylvania 15301 Dear Mr.Vlachos: February 28,.1975 J Estate of Jane D.Warne -Account No.110-871 Court No.63-71-1245 I am pleased to enclose a fully signed Stipulation and Release con- cerning the creditor's claim earlier submitted in this estate by Mr.Glenn Allum.I am now completing payment to him in the sum of $250 in accordance with the enclosure and I trust this will now permit early issuance of the Decree.1£you need any furfuer infor- mation,please let me know. Very truly yours, AWO:jbm Enclosure J Washington Office South Main Street and Cherry Avenue Washington.Pennsylvania 15301 ARLIE w.on TRUST OFFICER Chris Vlachos,Esquire Audit Cl~'rk Orphans'Court Division Court House Washington,Pennsylvania 15301 Dear Chris: Estate of Jane D.Warne -Account No.'110-871 Jane D.Warne -No.1245 of 1971 January 16,1975 Enclosed is a photocopy of the letter of Judge Simmons dated June 29,1973, which I mentioned during our phone conversation ye sterday. Also enclosed,as requested by you,is a conformed copy of the Trust Agreement as well as a Third Amendment thereto dated July 6,1970.I have not furnished the First and Second Amendments to the Trust Agreement since the Third Amend- ment directs complete revocation of those earlier Amendments. We would be most appreciative if you can arrange for early issuance of a Decree. My memory is largely based on information relayed to me through Attorney Acheson concerning the earlier Court hearing on this claim and it is regrettable that Attorney Acheson is not presently available.As counsel for the estate,he had stated to me at one point in this administration,perhaps at his delivery of the copy of the enclosed letter,that he questioned whether the Executors could now volunteer compromise of the claim in view of having earlier investigated it and having stated it as denied in the Audit Petition.We had contacted the persons whose names had been supplied us by Mr.Allum in an effort to determine the validity of his claim and we would undoubtedly have paid it early in this administration if those partie s could have furnished us any information in support of it.I do not mean to infer that it would be our immediate intent to file exceptions if any payment were allowed,but I simply do not see how the Executors could settle the claim by compromise at this point and believe that some decision should be made on it by the Court in order to permit the issuance of the Decree as the charitable income beneficiaries of the trust are pre sently being deprived of the enjoyment of the in- come which will become immediately available to them upon the Decree becoming payable. AWO:jbm Enclosure Very truly yours, /~ Mst Officer .,' .,.•I" ',.(' June 29,1973" ~' t!"i&\l:~,._~~j,I ..\.~::t'};;;~" THE ORPHAN8;C~URTOF WASHINOTON COUNTY DIVISION OF CO!>IMON PLEAS COURT I TwENTY-SEVENTH JUDICIAL DISTRICT OF PENNSYLVA.'iIA. WASHiNOTON,PA. •~"I I . P A {,.J:.aul,....JlmmonsI • ;";1 ,l~.I' jo', Alexander Acheson,Esq. ,Washington Trust Bidg• Washington,Pa.15301 CC:Glenn Alium 216 S.ViJade Ave. Washin~rton,Pa.15301 In Re:Estate of Jane D.Warne,Deceased. No.1245 of 1971 Gentlemen: The Court has set August 30,1973,at 1:30 P.M., as the time for hearing the claim of Glenn Allum against the above mentioned estate. It would be advisable for Mr.Allum to be represented by counsel at said hearing. Very truly yours; PAS/vh ". .".']':'l>-'••,~~ ,.~, I.i" fi.~.., A , (' •.,l'. ,,;i<t '"t' '.':~ ;;.". ,'j .: ARTICL"E ONE , .\.1 .",,"•,_l The Settlor hereby transfe~s and deli~ers to the Trus~ tee the property listed in Schedule "A"attached hereto,together' with all her interest therein.The Trustee shall hold said prop-. erty,together with any additions thereto as herein~fter provided, as a Trust Estate,shall invest and reinvest the same and shall distribute the net income (hereinafter called "Income")and prin- cipal as set forth in the following provisions. (A)During the Settlor's lifetime,the Trustee shall pay th~Income quarter~annually to her or for her benefit jn~ shall also pay to her such sums from principal as she may direct in.writing;PROVIDED,however,that in the event of the SettlGr's mental or physical incapacity,as certified to the Trustee by her' ," ;~!,. ..,"~:, -'F "-..;.'".,'.;',< '",~., I •.' !'1,.1i Subject ,to stich .,',t ',,' f01l0\.[5 ': ;, ••"..q ._.464 d TWO HUNDRED FIFTY.($259)DOLLARS to~(a) e r-1~"•The followi~g sums from principal shall be' I.'1UpontheSettlor's death,th~Ttu§tee ,(I) .'.,:,:1:'4'"4'is ati~,t< .....'~",-.-"'.'pay to the Settlor's personalrepresentatlVe;frb~, tn tr~s t prior to the Settlor's death,the ~~ot~~~.. •!i:1 request in writi~g to (B) I' the Settlor's estate in or.der to pay debts,death to ,~. '\-," the UNITED PRESBYJ:ERIAN CHURCH at New Athens,Ohio; (b)TWO HUNDRED FIFTY.($250)DOLLARS to WASHINGTON COUNTY ASSOCIATION FOR CRIPPLED CHILDREN II " ~;.f,I payment,the principal shall be held or distributed as• I thorized to "',taxes,administration expenses and l~gacies., ,,. "I,.....,·'e-,.!(,."'I .'physicia~,the,trustee 'shalf"expe~'d h6~h tn~~~~and,~~lri~'; ~~c~extent a~d in su~h'inann~r'as 'it in its "", j'<-',:,""';','., I r !'~!.r!.,+ deefus advi~able for th~welfare and comfortable support tif tHi ',:'l '",, )8ettlor Juri~g ~bchperiod of i~capacity. ,.i,,~.:'paid as indicated: ,t ~_I,assets held t~'l~ •"I which said personal representative shall "~',~~"I."I ._supplement '.'r•'~< AND ADULTS; (c)TEN THOUSAND ($10,000)DOLLARS to the ,/ Settlor's brother,WALTER J.McFADDEN,if he survives her;,,., Cd)FIFTEEN THOUSAND ($15,000)DOLLARS to '/',I ••,"r ''-. I....~",,·20; '-j'.... ONE HUNDRED ($100)DOLLARS to eac~ot~ 'f '!"~,,-.:~,/.,~:;il:~.':-·~','',~f_,' DWIGHT MCFAPbEN~'":"..1,.",;~:"~ ":i:~~;~;t~\~\11 .\'.,,,': ._,'.;-''_,','.....11'..1'..,'.0,,1 'il iii{ii1!tki''Z:!'~!A'~2=:~=::::t:ttttl"1!5:!:!~i (e) th~.followi~g who survives the Settlor: ,:~the Settlor's brother,HOWARD W.NcFADDEN,if he sur- vives her; ,, ': , .J:'principal as it deems advisable to assist ldth the·education of his grandchildren,KAREN \~ARNE and KEVIN WARNE,with n~duty of equalization.Upon the death of said nephew,or upon the Set- tlor's death if he 'does not survive her,the principa-l shall be transferred and delivered to his son,DONALD R.,WARNE,'or,if he is deceased,to said son's then livi~g issue per stirpes. ARTICLE TWO ,.' ,.,~i " (A),.If any remainderman under the for~goi~g pro- visions is a minor and is entitled to a share in excess of th~ amount which may be paid to his rtatural guardian,such share "~t, ,! "'";,J ~,J I", I',:'." ""j'I"-! e;pc 'OJ!''"(...4,''.V+~\4 ",.s--FY ....i ,:..-/.. ,! ,'",~'I""!.'';:<'~'<"''. ".... .... ". •l~, ::' ....·t···"f':" :~:.," ,;l .','~the everit 6f the death of said remainderman during minoriti, to th~applicati6n thereof,or may expend directly so ~uch of the Income and principal as it deems advisable for the \\'e Irare,.,\:,':" .~,~,y~.~..,jI,.:~ comfortable support and education of said remai~derrnan and sha!l'-:i>~'.'.:, ',',:<~:~,~.'j)\\..~!<.:..~.<; I'"": •'jIofthefunerale.xpe.n.ses.,)and.tli.e·remaining,principal shall be' 'the Trustee is authorized in its discretion to pay part or all .add any excess Income to principal and invest ft as such~ ,,. .".'.'y J:... ~.) i~~.>l;j,r,l.. "',"f .':;':""',I'"t>" _~,:',"'~-.~..,.,' to the provisions of this paragraph. (B)The interest of any beneficiary hereunder,in- cluding a remainderman,in Income or principal,shali not be subject to assignment,alienation,pledge,attachment or claims of creditors until after payment has actually been made by the Trustee as hereinbefore provided. (C)Upon the death of any Income beneficiary,any Income accrued or received by the Trustee subsequent to the last Income payment date shall be paid to the person or persons for who~e benefit the .principal producing such Intome is continued in trust or to ,,,hom such principal is distributed under the terms"'.1 ,..~'. \. hereof. ".~ ."..•.., ..'." Ij '},!~'1i", .\.·~.v:~':;.. ,. ,.. I r '''1,. ~,'1 ., 'I'._'.'.. "..' :,~:' ,'.';''.',-••I"~ ~I l,'•,,: ,.,,'··'t ,I'''':',"" ,~r 1-~.-r':··' ha.ve 'the following''. " I~".grant~dby .....:.:.<. .,ARTICLE THREE ,:'\ The trustee hereundetshall"(A) ~~:1t~\....~\~~1~":~,'I"I,jr~.r'f'j'il~'~t'.'Ij,:' .f /'1''11 'Ot f tft.~'>'1'q1 ~\".'/:';rl:!.,'.'''~~I ,I '1 ,'\'''''I''~~'~l'''J ..."\I~~t !II',i '~''"rd~I.,';J';/\'.\••""!t"\"'f·('",,J!I"I::'t').",.~l:,t...'~~.k~l,'I.,"'1_','to to'" •\0 '1 II'I~'",j,~'J,,t-.,'!'.,t.~\.~'".,,"(I t'"Jilt'I ~I ~'~,'\II ~~.f'I"·I -j"f'"'..~t':,.>"1",~',/1 l'~'j'1 II.I ;'f'",\,,·lj~t;.1~~~l'J".,.t,\,,·.t~,,(,.I'·I··~~....·~,d,~I:'.!~(~,,·,!.~Jr,:,!1'111~_li.:,i'::'jl,~~"".'''.'':~·..,tI"i,!,T\j':~11r-1lJt~ti\i'~ •,!"~,'.J{.\~~('~"1\...,-0',",\,II",~'.".'~.','•.",l.•,4,,.;0.I.,'}'(tJ'f"jJ.'J.i'f:~~~'tj~I~t.I.HI'"··.~~\"'~I~'r\r,~tjl~"'·,.j)ll~\,'\.1 ",I''I,,,":,~.~I",LI'I~"~..U ;'".,','I)\,j"'~l 'ift~~\.t1~'!~'~'"\,.~".,.~......(",",~l 1 II .{y,~il-l'H):~.rIJo..l'i~,:'II'r I ,r"f,.II,(,"",;t I.,~r ~.,'',','~:I.",..I"-l t I',I It ~brol ;1 \l-~l'j,.}('l'It ~,1".,.,'I 10 I L ,,,~I ~1 tr,"~,~I<ft.,•"'t~'-i,r,~",~1:1'V!.:...~II III \_,r :~\l 'I ,,'I'.'~.I .-l'-,If'III '~~~-1'r or."+,,~'\.\I ,~1 ~"'\~)'Ii.,I~/j~"'1'1''''llb '~'~"I;~~fi t ..I,'~~'ll IV'III .,'"',~.rl .~I\,l!'~Iif 'f'l'•••I ...'....iIlIt'tJ I -~( .'~~',I~!'f.l'••~-tl ,,~."',~\.'1 t I:>I ,'.''t'~••,,:~.r1~~~'~'6"/~'::~I~):I'::'.,"1 ;i;,;>:"h'l..,,I I ".,'",,i::.',"""~'",.'":',.'"'\':'_'"I"'~"""":';~'::';l;',··,,:,;:.!,'i~;.".:,:,',~·:..:.'.~~"':),'.:..i,';;~·t,.·,~,i..'..,I,.~",:.l••":'.;~t\)~~JVl;I;\~l:.:'f'~.t~,~I.I ,I"r,j •-~.,••,'••\"r-'.~",l ,,'-~;hir.t~~',';'~1~.l:~~,..,I I '''~•1 ' .J!",·l':~.J,ft.~f'll~!-,'I,{I.ti';"'.f'·"~.'I"lljIIJ.,{jl.·.)i ~ ...",,<1,11'''''''''''''/·CD)·Corporate dl·str"but"ons re"l·V d lOn'"'S'ha're"ii"".·o··"'f·".'.'.'i'I·":':.'~II?..Jji.,1.J j','..i:.:,:':"\,,,:,::,.:~,f,./,';',",/"t,:"I,"',,;'."•"1 1 1 ....,~e ~..~'i ''';'~•""","',i,:;,-."t'lJit1~f'..'i,'''\'~'.,1 '.-""~'I,',.I'Ii;,"<''''~_lt~C'.'··~';·,~il;";'f~'irl"1"1,,,"',,;'.,.1..'""",'I "I,','"'1'"';;",II\If'1'~rl "~'I ,'i';".,;:"d"r"l:'(I~\M~'{:;i;\,:"'the 'distributing corporation shall be allocated to princip'·al ~;"""".'11 """,••{".,~~'I,,l,,I'}"If,,I ;.,,,,0,'.',",,1···,,t'i~-j'>'~~~+',i\:~;;.tJ ~;<i,,.,''.(I ".'.,,\;'j "•4'!•'1 . "It"~.,t~~~~,:;:",!,regardIes~of the number of shares and however deSdibe,d'I'."""'''''o.r .,'.'."'..~.',.,....•..",.,'.:,.".,,":'.""'::'":'':'.'''I:':'''''o.:,'.\''''''''.~''''':.•.~,:,;.,:·.,,:,I.,.I,~.r.!,••,:;.,':..·~.,:..',..~."J:",');j::,:,:\";";':;,,":'"designated by the distributing corporatidn~'~',~ ':j~:::,';,'f~\":::;.".t!i'. ." "''''1 .'",:;'_~I~I,1,~.~("j,.~'\~:'I ,.....,:;"•! J~I~':t'01 I,-.''iti~!":\:1'1 ,:,;~~·I,'.~,,I.,·'"," I..'.~,,'.:t+..''~'~'law~to accept assets in kind from the Settlor,her estate or :'.,',",1,1,'•"'I '",,,.,,.,';'.,": ii(rt {,,;.,'"elsewhere,to purchase assets from the estate and to retain su'ch ',",',]:'';'~t\1f,;':'.'as s~ts in kind;in pardcuIar,to retain shares.of its .~;;,;tb tp~~.:,·>."i " ·rate st'ock,with no duty during the Settlor's lifetime to revieJ""',/,":, ,;;"~f. "said stock for investment purposes;to sell assets and to invest and reinvest the proceeds and any other cash in any kind of prop· erty,real or personal,or part interest therein,without being restricted to investments which are listed as legal for trust funds;to pledge,exchange or mortgage real or~personal property and to lease the same for terms exceeding five (5)years;to g~ve" options for sales,leases and exchange£;to borrow money;to com- promise claims;to vote shares of corporate stock,in person or by proxy,in favor of or against management proposals,except that ",", ~:.I the Trustee shall vote shares of its O\~n corporate stock oniy as'./ "!I,,', directed by a competent adult Income beneficiary of the trUst irt'G .._",'\,,':\,~I' ......5-~/.•I .'01'.\,,\~.. ,.,1 "f',,',,", .-~kihds of (e)The trtisiee shali be entitled to,~ec~i~e,;hnuai' excess of such compensation as would be approved by a court of ,~,I " ', <of.the merger or consolidation of the Trustee"the resultant \'!'.~.' " comperisa tion for :t ts services hereunder in ~ccordan~ewi~h its:,,;i'. :':1 i ,J ''',:{i'.~,.I ~,I."'~,", .schedule in effect when the services are performed,btitnot ih ,any party. ;~any shaii become sbctessor Tr~st~e h~r~under ~it~out noti~e to .'.,,,~~., ,I,..cas~or in'kind;~nd to ~l iot ','",,;',I t;:~t6~ert~to different shares. "I: (B),..The Trustee may resign at any time ..!,.,"t','.,f,I."'.,~~.•,;.'•.:'~ing:dkhse,by ~~itten notice to the Settlor d~rirtih~~ ':1.'~"\·.,i •,":.:'t'·;~,.','\~*!''~."::,i~":,,,,\!":': ::'",and thereafter by petitio111ng a court of competent jurisdiction:' 4.T ~'."'..,'"'t ':',:to designate and appoint a successor corporate Tr~steel ;-;.'. competent jurisdiction.During the Settlor's lifetime,such compensation shall be charged wholly against income,unless the Settlor directs otherwise in writing.For any services performed .,,' by it in connectio~with the Settlor's estate,.which services are normally performed by the personal representative,the Trus- tee shall be entitled to such additional compensation as may be fair and reasonable under the circumstances,not to exceed ,~" I " '.J ,_., '.,"~".. :1'\.i,'/>~,'.,.,"l'".' ·-6- 0'.'f ""." .i.' .'~ seventy-five (75%)per cent of the additional compensation .to which it would be entitied as Executor if the assets of this Trust Estate,were to be superimposed upon the testamehtary es- tate of the Settlor. ..... f. '\'" .:\"~'~~'f '.~')1\..\~:r~·J I ,,,7,I'. executed;by the ~ettlor,delivered t6 the Trustee dbringcihe Settlor's iifetime and accepted by the Trustee. ....'...., ARTICLE FIVE (A)As used in this Deed of Trust,the singular may include the plural,the plural the singular and the use of any gender be applicable to all genders.Adopted children shall be .'. considered the natural children of the adopting parents,regard- less of the date of adoption. (B)This Deed of Trust has been delivered to and . I ;Y. •~"f"I,~:..I':\ accepted by the Trustee in the Commonweal th of Pennsylvania and .'j '., .,,.. Ii' -7- ,J ",,~,,~~".,' ,,~. :')I~"r I' J'I \~. '.:'~,."," ,L."" .'t'., '../ ,,~i·,:r'+',,',~'~,:'1."'j ,~.;.,f,;'t :"d,.~,,', ,.l I \",~t ;f::',"I'~;"j •,',' ','1',',j:'", ,~,f,'l"~~aid,Com~8ri~~~lth~ ,:,,-, 'J • "',;,', ", '.~ <"',....:. ••t, "~! ".C -.:,j ,.".," :1 oJ,.,' r ;"'!' WITNESS the due execti~ion hereof tHe d~y lh~year WITNESSES: lr )"'"~',i.·f-',.I '\'shall be governed in all respects by the .. ,. \~:" •< 1;:I'r.\,,;',:\ ".' ,.',,',1",\,: ",.:'.'~" MELLON NATIONAL BANK AND TRUST COMPANY By t1'~~.~~J~sSltant lCe President ATTEST:"' -'"'--",. .' .Y;'>.;ll..f,.':~'.;~:?JZ.({{/~i __ -.-:....,~...s~s.....l--s-;-t-:a-:n:-:;t~:NH;XX'XNXKOOX ,Secretary l' 'j :;~ .,", -8-I'" ,. ,..' .i.';,I :'il~:"i .':,,},~:~', i',~" ." •,~";I '. "1 ",,", ,!'.i ,.J.,,'.;,',' ,t .~".: ,ss: ••!'"".;., .',. :I,d _,~",,'"¥.' IN WITNESS WHEREOF I hereunto set my hand and I,, ,:.:, ,., COMMONWEALTH OF PENNSYLVANIA) ..') COUNTY OF x~M~) WASHINGTON ./:.,.... '" ",''.: On this,the'T8th day of July ,19~, before me,a Notary Public"personally appeared ~J_.~R_a_l~ph ~__ Anderson he as such Assistant Vice President,being authorized to do so,.i. executed the foregoing instrument for the purposes therein con- tained by signing the name of the Bank by himself bs Assistant ,')f ,:< " Vice President. IN WITNESS WHEREOF'I hereunto set my hand and official J t"•"~'I ,I.j "Ii. seal. ,'I. '.-,." ..~. ;';'",~~f~: 1'~';.r .···1\.[,~-,.1, ....: ··...·::,..ii.'f:".;...'t.',...'.,.....) ." •I ~t' ....~....'1 " tJ-' ..'..., '" ..."i:'" ., 1.,\:'<; \;-"'1",,, Capital. "'I,, Common "t' .~" i ,.-., Capital Common Capital Lone Star Gas Company, ,f"". Colwnbia Gas &:Electric Corporation, American Telephone and TelegraphCompa.~y; Dividend Shares,,Inc, .Mountain Fuel Supply Company, 'Northern Nat:ural Gas Company,.Common ,I" 66 shares ,: ".I' ,' 308 shares 200 shares .406 shares Balance of Savings Account Passbook at Pittsburgh Home Savings and Loan Association,(Balance as of June 19,1968 -last dividend March,1968 -$4,746.42) 2,938 shares .-1,959 shares ....'.. "1.: 11', ,I ,r. -"'-"--' ,. ,.•~II!'., .; ,.~. "\,i- ..I,. ,,',1, it fo""> <,~1~6 tho IlODO of tho DOfth by l!llooolf CD Vleo Prooldont. ,f I(~.',t1'.,,f' '\,- lsI «=:=0..1....3 t_h doy of ," ,.' 0..thl0. ,., ," I t~ i l,': \ ',~1 i lfi•t IN THE COURT OF COMMON PLEAS OF WA~ ORPHANS I COURT DIi GLENN ALLUM ~).5l-"t,{~\ ",'\9,~ 216 s.~ad~Avenue ~~: vI,f~,"l.-i:D IWashingtQn,Penna.15301· INRE: Estate of JANE D.WARNE, Deceased. ( ) ( ) ( ). .( Phone No.225-0622 -~_'Yr_, No.1245 of 1971 0( z0(>.J>-III. Z ZIIIII. HEARING ON AUDIT • gBEFORE:I- elZ X til ;APPEARANCES: t-=u 0::I-III ~TIME: 0( ~o ;)., J:~THE COURT:III The Honorable RICHARD DiSALLE,Presiding Judge ALEXANDER ACHESON,Esquire,of Washington,Pa. representing the Accountants. Tuesday,March 20,1973,at 9:30 A.M.,EST We are ready for the call of the audit list.The first one is the estate of Jane D.Warne.Mr.Achespn? the Inventory and Appraisement,and Audit Petition. the Praecipe for my appearance for Esther Warne Watson and Mellon Bank N.A.,the executors,a copy of the Will,a copy o~ If the Court please,in that estate I havEMR.ACHESON: ui0::III I-0::oD.III 0:: I-0:: ;)oU ..I« u ii:l1.o ,... THE COURT:Are there any unusual problems in the estate,Mr.Acheson? MR.ACHESON:There are no unusual problems.We ha e one claim presented that the executors neither admit nor deny. They just don't have enough information to be willing to think.. ,.'".I ,,'.. 2 they should pay it.But Mr.AllUl7l,who pre sented the claim,is here in Court.wili you come 'up here,Mr.Allum?And he . ,t..""t " , 1 has one witness he wants to bring in.Would the Court want to •fix a time later? THE COURT:Yes.'What is,your full name,sir?.. ., an attorney thatwill repre sent you in connection with this claim? Here iq Washington? Yes. 216 South Wade. Glen Allum. Do you ~ave an attorney or will you hav Wher e do you live? I could have,but I just didn't figure that was necessary. MR.ALLUM: MR.ALLUM: MR.ALLUM: THE;COURT: r:~THE COURT:I-III o oJ« u o~.MR.ALLUM: :I:l-I'-N c( z«>oJ>-IIIZ Z ld 0- ioI-oZ I:III«:= • an attorney.You can have one if you wish.I suppose we will• iiia:ldI-.Il:o0-ldIl: l-ll: :lo U oJ« u ii:lI.o THE COURT: Acheson? MR.tl\LI1UM:::f:.~ THE COURT: What is the amount of the claim,Mr. A little over $500.00. Well,it's not necessary that you have have to set a date for ahearing on'th~s matter.You say that the executors neither admit nor deny the claim? MR.ACHESON:The amount involved was stated as betw pen $530.00 and $560.00.Is that right? {I ~, "......,3 No.It's $530.00 and $540.00 . . MR.ACHESON:.Together? MR.ALLUM:That's the claim.I don't know whether it's $530 or $540. THE COURT:What we will do is we will set a date for a hea ing accounted for in the account. wish.you can proceed without counsel if you wish. wasn't it,on the house,which has been sold and the proceeds and you will be notified and you can have an attorney there if ym The claim has to do with carpenter work,MR.ACHESON: -« z«~>-IIIZZ\&IDo io...(,? Z I:III«~,0 distribution transferred,awarded to the Mellon Bank N.A., as trustee.Some of the uHimate benefiCiaries were beneficiar'es ". ..:oii:...III o ..J« ~o :J., J:l-I'-N eti0: III...0:oDoIIItl:.... 0::Joo ..J0( oii:II.o THE COURT: MR.ACHESON: THE COURT: MR.ACHESON: .of that trust. THE COURT: has this claim been discussed with the heirs?..,.' J • ~.~,.J ••Well,the executorJJ is,one of the heirs.",. , .{i.• How many heirs are there? Well,we are asking to have the balance for I All right.We'd better set a date for that hearing then."lye will advise both of you.Are there any other problems,Mr.Acheson? MR.ACHESON:No.The taxes are all paid.We are presentip,g a copy of the Federal Estate Return with the closing letter, and letters showing thatnotice was given to the persons interes ed; THE COURT.Is anyone else wtere sted w the estate of Jane?-,:. I ..'. ..• f 4 D.Warne,with the exception of the claim referred to? (NO RESPONSE) ." <z<>oJ>-CIlZZ1&1 D. ioI-el Z XCIl<~ THE:COURT:The audit is closed. (AUDIT CLOSE D ) ,. ..:u 0:I-CIl c I hereby certify that the proceedings and evidence are oJ< Ug contained fully and accurately in the notes taken by me on the hearing'.., :t...~of the above cause,and that this copy is a correct transcr~pt of the sam ui0:1&1I-0:oD. 1&10: I-0: :loU oJ<uii:ll.o The foregoing record of the proceedings upon the hearing of the above cause is hereby approved and directed to be filed. RESIDENT DECEDENT .. .- Form RCC-33 \/,ri{COMMONWEALTH OF PENNSVLVANIA (p1:>/1 DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTlON.s COUNTY OF J .......W.~s.~:L.!lg.~.().!l . IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the· Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of the Inheritance and Estate Tax Act of .1961.) IN THE MATTER OF THE ESTATE OF }e~!IDAVIT OF .....................J~n..e..·..D.·~......~~~?;~ll ..~;;;~·~fd~;;d~~t)..·.........."·C··o..un......·t..y..·~ Late of ..:v.r~~h~P.:g~I?J:J:... state of .......:ee.n.J).s.ylV~i~.......................................................} ss: ................................................. .A:r'f,~.~w.~Q!i~,r:r..!.~:.3.t.Qf.n.9..~.:r.:.9..:f..M~.J.)".9n :I?@:K N.~.A!.. ~of the estate of the above-named decedent being duly sworn,depose and say .....9 ,19 .71 ..J testate leaving a last will,copy of which is hereto attached.} (llay)(Year)L~'K .....S.911t.h.M!3-:LpSt.:ree.i:;&Che.:r:ryAve.n1!e............ Wasrlil'lg1:;()!l ,)?a•....1539+ Decedent died .................De~~p~!... (Month) Name and address of attorney or} other authorized representative to whom all correspondence should be mailed. That as such Q~:::.~~g.~y.9..!:deponent is familiar with the affairs of said estate and the property con- (Ex"clItor·Administrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT Washington Office of Mellon Bank.N.A.Jane D.Warne That the contents of said safe deposit box or boxes are itemized under Schedules of this return,with the exception of the following,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth fully and in detail all the real property in the Commonwealth of Pennsylvania of which decedent died haVing an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;a,ll moneys left by .the decedent at the time of death,whether in decedent's immediate possession,standing to decedent'~~~'redit in banks o "-,''-.~\\"I .,of deposit,savings banks,trust companies,or other institutions,whether individual.l'y,·,?r.',in t,rusCfor any other person or persons giving also separately the accrued interest thereon,if:~~y,~~~wn to the last interest day prior to decedent's death in the case of savings banks,and to the daie of deceuent'sdeath -in all other cases;all bonds,postal saVings,treasury certificates or notes and:o~b~r:evidenceof in-,-...- debtedness of the·United'States to the decedent;all obligations,whether by stattite'.or Il.gr~ement they are designated as tax free,of the United States,or any state,or political subdivision thereo~or of any foreign country,which,are owned at the time of death;all wearing apparel,jewelry,silverware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all other personal chattels of whatsoever kind or nature,left bydecedent,together with the fairly estimated market value thereof;all bonds and mortgaees held by decedent and of all claims due and owing decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation as to each item;all moneys payable to the estate from life insurance polici·es carried by decedent;all annult,y and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the date of'death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.It should also set forth~in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death:. The Schedule C attached hereto and made part hereof sets forth a true answer'to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all othe"r 'facts of a pertinent nature regarding said transfers•..In the casetof transf'ers intended to take effect in possession or enjoyment at or after death~there is also attached to the schedule a co~y of the deed,trust agreement or other instrument creating the trust.Thert~is also set forth in said schedule a list of all property,real,and personal,with its value,which pasSes at decedent's death by virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint- ment vested in decedent,either individually.ox:joiJ;ltly,,by the will,deed,or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,tne nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of'personalty,plus the-name,address.and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including fUneral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fUdiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and Impaid at time of death;taxes accrued chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B","en,"E",and ,"F"as directed therein, have been carried forward and properly registered in the Summary. efore me thiB~~........ f 'IMellonBankN.'A.J3Y::l;li?i;;i~~;;;;t--~fi~er ....~.'?.~~.~~~.g ~.~.~~Qh~x;r.y.AY..~D.l+.e._.. (Street Number) .........!:l.~.~.I:t.~~.~~?~.?~.~.~!.:.?..~.9.~. (City or Town and State) NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word,"None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. RCC-34 (1-64) COMMQ,NWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREi\U OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE uA" REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property 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 wi th a general description of the property,with a reference to the record of the conveyance by which the decedent took title;If a farm state number of a. cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are to be listed on Schedule "F"and must not be deducted from this schedule. All that certain lot or piece of ground situate in the 4th Ward,City of Washington and State of Pennsylvania,having erected thereon a 2 1/2 story brick dwelling known as 125 South College, as recorded in Deed Book Volume 450,Page 93, and Will Book 37,Page 209. (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE 25,000.00 (3) DEPARTMENT VALUATION CAUTION (Do not write In this spoce) Insert this total opposite ureal property",Schedule idA"in the X X X X X "As Reported"columr on the last page of this return. 25,000.00 RCC-3$ COMMONWEALTH OF PENNSYLVANIA T'RANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Intangible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal..property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank, stocks,mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION No.List and describe fully VALUE MARKEl'VALUE (Do not write in this space) Cash and miscellaneous property per copy SC,13J:-SIofinventoryattachedhereto:56,735.51 Insert this total opposite "Personal Property",Schedule "13"in X X 56,735.51 r·-[r/:::>b )3 J,Jthe"As Reported"column on the last page of this return.j9-ft?d! ~CHEDULE "e" T!l-ANSFEJlS ~~SIDENT DECEDENT (1),Did decedent,within two years of death,make any transfer of any material part of his estate without,N 'receiving a valuable and adequate consideration therefor?.(Answer yes or no)-:",,0:...-__ (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)No (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer ~-- (b)State of decedent's health at time of maki~g the transfer•.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment.at or after his death? (Answer yes or no)~~N~o __ (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?__ (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)No (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)__~N~O~__ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others ------------------------------------- (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)Yes (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was sUbject to change, because of a reserverl power to alter,amend,or revoke,or which could revert to decedent 'under terms of transfer or by operation of law?(Answer yes or no)Yes '(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)Alone \ NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM DESCRIPTION On July 17,1963 decede~t created a revocable inter-vivos trust with Mellon Bank N.A.as amended November 15,1968,July 28,1969 and July 6,1970. On December 9,1971,the trust consisted of cash and securities in an amount of (See detailed statement attached hereto) MARKET VALUE (Estimated) 210,671.18 ." DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. 210,671.18 3.50 11-15-1998 72.61 8,713.50 78.00000 9,360.00 '~20 4.75 5-15-1972 97.58 15,613.00 100.15625 16,025.00 760 5.625 8-15-1974 97.33 14,599.88 100.81250 15,121.88 8/~/~ 5.75 2-15-1'975 100.88 39,3't4.25 101.06250 39,'t1't.38 2,2't3 78,270.63~-79,921 •26~':'t,26 7~-I... 78,270.63~·1 I 79,921 •26'~,~,26 7'~- \1 ll~USTEE UNC't=:"DEED OF Tf\UST OF ,.lJ\NE D \\'i\I~:-':E D/\T[O JULY 17,1968 AS 1\r-iENDEDNOVD,mEl-~15,1968 I\ND JULY 28,1969 --=-=-=-===.:-~.-::==::;.-- i i I III'·1 11 IfIIII:1 I: " 'j :j .' " ~ ESlIMATEO A~';:-JUAl INCOME TR 1;00-726 VALUE .-.....;~....! MARKET PRice 1 VALUE INVENTOR1 PAGE CO f~~P l\fJY PRICE 50.01 15,401.99 41.25000 12,705.00 801 28,81 5,762.50 30.25000 6,050.00 352 4.10 8,342.76 3.94000 8,013.96 2 2l~ 26.38 77,489.75 25.93750 76,204.38 3,S96 32.75 2,i61.50 35.'t3750 2,-338.88 119 56.61 22,983.41 42.68750 17,331.13 1,056 - 132,141.91-l*-122,643.35'~'6,548-l* 210,412.5'.*202,564 •61'~'10,815'~' .- 100.001 4,000.00 I~,000.00 1 :~;9 100.00 3,000.00 3,000.00 1 /.6 7,000.00·~7,000.0"'·::335-l* 21 7,41 2. 5 't*209 ,56!j-'•6 1,~J 11,150'~- 1,106.57 1,106.57 218,519.11·~210,671.1o~: MATURITY P{1ICED fon li~:n:r:lTMlCE '[I\X PUI1POSSS ....,,··,,·,···· DECEtvlOER 9,1971' 4.734 4.866 2.60 1.76 .11' 1.36 1.80 2.60 -I RATE STATEMENT OF INVESTMENTS ~ f\1HI.O il~\'fl OrJl\!.Q£"fJr(,iH'JD·1'11:;51" THUST DEPArnMENT: NAME Of SECURITY .-.~'.';".,\.:,',-....-..-_.,~.--:.-.... STATES GOVERNMENT OBLIGATIONS 8DS OF 1998 DTD 10/3/60 NTS 8-1972 ~ NTS B-15-68 NTS A-1975 2-15-68 "~ •~j,~.."' I NVESTtvlENTS PRINCIPAL CASH FUND TOTAL TOTAL FIXED INTEREST OBLIGATIONS TOTAL INVESTMENTS COt>1r-·10N STOCKS A~lER ICAN TEL &TEL CO CAP COLUi",BIA GAS SYSTEt>1 INC COM DIVIDEND SHARES INC CAP LONE STAR GAS CO COM MOUNTAIN FUEL SUPPLY CO CAP NORTHERN NATURAL GAS CO COM TEMPORARY INVESTMENTS AND DEPOSITS CIT FINANCIAL CORP DEMAND NOTE RCA CORP DEMAND NT ~--:~._-.,-- , UNITED USA TREAS USA TREAS USA TREAS USA TREAS I ~.....;....."'~..., 4,000 3,000 7,000 308200 ',' 2,034 2,938 66 406 5,952 87,952 82,000 12,000 16,000 15,000 39,000 82,000 /A«(\'AIUE OR"l'~'HR ~~I SIL"'£S ~ " ..~,'............,...-...... O·;::'!I....~-...-..-_ I J I J I ---'--_.t - !~C ,,,,'c'"(",p.:>(",.,,'I?,_.:':"__,~"::;""'I h!'lC:l ~;!c.,:....,,!;)"0'.v::'.;;ClS ',·..lrCH W(f!II(V'I!ll'!l(r~l TIi(1 At!~,)T c.~,.t~,:!!::>A'..:'PC l')~':>':.::.(IC"rv,r,),(S C'1";:-,,,,,r,C"1 0"tY..__..__.__,......,...---'".-.i ." _____c....."....N ••••• RF:-::lDEt\T PECEDENT CCMMONW1\i\UH OF PENNSYLVANIA rl~i'\!\'SFEn T~HFlUTi\NCE T\\ RCC-3&"'.' SCHEDllLE "E" JOINTLY O'SNED PROPERTY I:\srRr(TI()~S:Tltis schedule must disclose all property,real awl personal,owneci by the necedent jointly with anuther or others,including intangibles,standing in the name of the decedent and others.List real estate first.as entireties,or joint tenants,giving brief description,as indicated \UHler Schedule "A",.plus the date IlIIIl place of record of instrument effecting vestiture,but do not include entireties or out of state real esta te value in estate valuation column.Personal property should be listen as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to the dece.ient.---------..,--,-'-----,-----....,-------------------------'-------'.-------f"--"--"------------------------T---------Description of Property,Date of Acquisition,Name I Uni t percentage Estate DEPARTMENT VALUATION Address ann Relationship of Co-Owners,and Place l Value Share Valuation CAUTION-Do not Write of Record of Instrume.':lt,__\V~~!'~_~~a.~__~~_tat~____:!____In This Space.__'_ Value of Value of Entire Decedent's Property Interest NONE ii i i ________~L~____'___I,----+-I__ Insert this total opposite "Jointly Owned Property",Schedule"E"! in the "As Reported"colUl:Jl1 on the last page of this return.L=-...--JJ RCC-37 (12-63), COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFIcrARIES ~,.',,: ..,.._' ( h BENEFICIARIES AND ADDRESSES 'RELATIONSHIP SURVIVED DATE(If step-children or INTEREST OFstatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,'in estate)forth this fact.)OR NO BIRTH United Presbyterian Church New Athens.ohio 3;....250.00 ...'.....,'n..-,..,. Washington Association for Crippled Children and Adults 1 n nnn nn Washington.Pat Pennsylvania Association for the Blind,Washington Countv Branch 1 n nnn nn Washington,Pat Salva,tion Army 1:j.000 00 Washington,Pat Walter J.McFaddpn Brother Yes 10,000.00 Sioux City,Iowa ;, McFadden ~Vt=>~ll:j ,000 ,00HowardW.'....,"'~-"(ICarrollton,Ohio Dwight McFadden Nephew Yes 1 000 00 Carrollton,Ohio Patricia Ossler Niece Yes 1 000 ,00 '.Carrollton,Ohio Helen Keyser Niece YeR 100n,00 Scto,Ohio "-- Evelvn Gray Niece Yes I 000 00.. Carrollton,Ohio Continued Deponent further says that all the above-named beneficiaries are liVing at this time except below: NAME DATE OF DEATH D1: RESIDENCE ~IATTER OF THE APPRAISEMENT OF THE ESTATE OF (Executor-Administrator must complete "As Reported"column #1.) \. ...,'"0 ~ ....(1)(1)~....~::s CIl ..- CIl 0.....::s '"0(1)~..........-0 CIl 'e'"0 (1).........g ~ ~~ ..., ~x~~ ~ CIl....~....(1) CJ....o,CIlCIl Year . P.J THE !No. Will Administration Deceased j Late of .,. County of Commonwealth of Pennsylvania REPORT AND APPRAISAL enc::E:: ~>~ W en en >< (").(") ?'"?'"?'" d c5 ~::::-- ~~~.~~~-;>... ~. ~-"':l-:0-~-('tc..- -(h ~«-0 0 ·0 ). .;> '"o('t.-...E".~~-2.::sr:c..I .' RCC-p (12-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES BENEFICIARIES AND ADDRE'SSES RELATIONSHIP SURVIVED DATE(If step-children or INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest,vested,contingent or other-.are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Barbara Phillis Niece Yes $1,000.00 Salem.Ohio ....: ~""',.. Susan Jovce watF:nTI (now li'1l1 tnn )~"''''r>'''YPF:1.000.00 Natrona Heights.Pa. Es,ther Warnp WHtson l\H "'r>'"YPF:*Washington,Pa. *TT ,1 n ,cJ'()nn F:(;1;1.f))Ic:;0<).~l [nnn .nn ... .- Louise Can8Qa Cousin Yes * Venetia.Pa. *Household goods (3)1 641)•q4)·$')(0.00 beauest Young Women's Christian Assn.1/2 share of residuary Washington,Pa.estate Young Men's r.hristian Assn.1/2 f'lhHrp nf'rp~,;" Wallington.Pa.estate John H.Warne Neuhew Yes 4/22!l~*Wahington,Pa. *Income for life from a'ID.000.(o bequest held n trust.Contingent "remainder in equal shares to Wa:hington County eart Assn.and the Washington County Cancer Societ . --J The above schedule reflects the d s"Dositive terms of thp decledent's,. wiil and Deed of Trust to which h s residuary est te is beaL eathed. ( h Deponent further says that all the above-named beneficiaries are liVing at this time except below: NAME DATE OF DEATH RESIDENCE . ~IATTER OF THE APPRAISEMENT Will Administration t No. P.Il THE OF THE ESTATE OF Year . (Executor-Administrator must complete "As Reported"column #1.) C')>-j ""0 ::c......('l)('l) 0 ~...~V>::l V>..- V>V>.0.....::l ""0>-j ('l)e:........ ~V>0:><""0 '0~('l)cr-...... ~0 ~'0 trl ('l)... V>........'<~....('l) i· ...JaIl€!:1)~...WI:l..r.l1e. Deceased Late of Washington... ...~......... . REPORT AND .APPRAISAL Commonwealth of'Pennsylvania County of Washington .itd "(IONe.LtNjHSVii\ STilIi\:l 0 Hj 1SI~::1 H '~.".~-•t ~t i -:i .~S n~J *~~ :1\),\0 :1\) "-'+:0:0\.:.\2;', enc:::::::>::cwenen><:r~~q ~~- ~**·..·..:1\):,~I-'\n :f\)>:0 :0\:\Jl "'..........-:0\:-.;):0 --:-.;)'W :0 ('l)_..:1-'\,n :05-:.:.:...:1-'\.n :0 ~:0:>,I-':0 ::. '.- f;'~T "'-'~**-0*Q'~."'<oJ ...,\".1.......4 \,.'... J t :;...j' .J....1j rJ(I..", ..J~,-,: :~:. .~'.~: :~:~ f"\.'''0 ........'~::> :.......:'{":~;".r:",'.0::..\0 1 'v'",.~It_>:"'"'F:~~:~:e>~-..:..-' :":~()-.·.....L.;C\::I~L.,'08..'~:"C\-- Form RC C·lO DEDUCTIONS J,LLOWED·IN J•r ~"":,~. <.~.{732-afl'OFF)CE OF TI'lE STATEMENT OF DEBTS THE SUM OF';~~,-,.:.>l.~""............$............../.................................. REGISTER OF WILLS WASHINGTON AND DEDUCTIONS 3-:jp75- OF COUNTY DATE APPROVED ."..................... AND AGENT OF THE COMMONWEALTH t]-7(-..(~Lrg ~~~~. Reglsler of Wills.Age"'C7 ESTATE O~'JANE D.WARNE LATE OF Washington,Pennsylvania DATE OF FILING APPRAISEMENT OAT&:OF DEATH December 9,1971 DATE NO.OF NAM&:OF PAYEE REMARKS VOUCH"1ll AMOUNT 19 1 Dec.24 Washington County Reports:L(gal advertising 14 00 24 Observer-Reporter:Legal advertising 14 00 197~ Jan.24 J.C.McCleery:Real e state a bpraisal 35 00 Sept.19 Observer-Reporter:Advertisi g real e state for sale 7 14 Oct.25 Lucy .Kea:.r-ayment lOr person:t.L serv1ces dna serV1ces re ",.,1""Af ,.eal eRtate 400 00 Nov.30 Kegister 01 W 111S,wash1ngton ",ounl:y,J:"a.:.....ourt COSl:S as fAllAHTs: ~7/24/71 Probate of Will ana ~bhort vertif1cates :t>jj.::>U 7 19/72 Certifieel:copv of Wil 6.50 11/30/72 Filing Inventory 6.00 46 00 II EX!lenses re property 125 Soutl College btreet,Washington,Pa.; Dec.27 Ste la Kostelich:Wages and m scellaneous expenses for month of Januar:t :j)Zlb.Uj Hood Insurance Associates:i hoe insurance 55.00 Citizens Water Company:Serv 'ce 3/27/72 '-J.t.t. T al Revenue Service:Social Security tax for period 3/31/72 -Employees $8.32 16.64Emnlovers8.32 McVehil Plumbing,Heating &i:upply Lo.,!nc.:123.56Charaes We~JernPennsylvania Water C Dmpany:berV1ce tn 7 24/72 and 10/24/72 17.09 ~ol~mbia G~of ~.,Inc.:Se ,toAl!197?-to 12/1972 336.33 as inQ'ton-ast ashinQ:ton J(1nt uthonty: Service 1/1972 to 12/1972 l::>.Ub '1"\""Wp.",t Penn Power Co:Service 1/1972 to 12 /1972 77.92 866 85 ~/. Jan.11 Esther WarneWatson:Comper sation as Executor 1,000 00 11 Alexander Acheson:AttorneyI fee 4,085 00 11 Me,llon 1::Sal1.K,l'll •..t\,.:.....ompems .non dS .....o-.c.xecul;or $2,000.0012/31/72 Payment on account ,( 11/11/73 Balance in full 2,090.00 4,090 00 D 19"11 ec 28 Stella Kostelich:Wages 40 00 - ~HoW'ard Wasler:Flowers oer brder 5 30 19 2 West Penn Power Company:S rviceJan.4 11 12 6 Columbia Gas of Pa.,Inc.:S(rvice 47 25 25 Citizens Water Company:Ser'ice 12 58 COMMONWEALTH OF PENNSYLVANIA } COUNTY OF WASHINGTON so: I,Arlie W.Ott.Trust Officer,Mellon Bank,N.A. 5thSWO~N'AN;'9UGSCRIBEDBEFORE ME THIS DAY OP' ..Feb~::r--=..~.::'~'8~._etL~L...llY.d."4.A:;::4; >Notaxy Public D~IORES !,.-M}REDITH,Notary POblic I/ash'olgton.Washington County.Pa. t..y Commission Expirell January 28,197!i . 1972 Jan. Feb. I Nov. 25 22 22 13 Internal Revenue Service:Social Security taxes for period ended 12/31/71 Employees Employers Washington-East Washington Joint Authority: Service Bell Telephone Company of Pennsylvania:Service Expenses re sale of 125 South College Street,Washington County,Washington,Pa.: Realty transfer tax Register of Wills,Washington County,Pa. Filing First and Final Account $27.04 27.04 54.08 7.45 17.16 250.00 28.00 Also the following termination charge s on extra-te stamentary assets which were paid directly from Trust Account No. 400-726 as referenced in our RCC,and do not appear as pay- ments in the Executor's First and Final Account. Alexander Acheson,Esquire:Attorney's fee Mellon Bank,N.A.,Accountant's compensation -2- 4,500.00 7 ,207 .11 $22,738.04 ,' ....,..:--- """'".~..~.,... c\ t;;.')~.......: ~, r-- v r"-'r.o• :.~u,C·i ~,F':''' u RCC-Bl (6-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUl'HV COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT MELLON BANK N.A. {Executor ~KLX~ IN YOUR REPLY PLEASE REFER T038_233_S Inheritance Tax Division J In Re:Estate of JANt D.lvARNE -----'W=A=S=H=I=NG=T.=.:o=~c:...r __County -File No.63...71-1245 Dear Mr.Ott: You are hereby notified that the original appraisement in the estate of Jane D.Warne has been filed in the office of the R~ster of Wills of Washington County on February 26 ,19_73_,Said appraisement reflects the following valuations: Real Estate -;2-=5....z.t=O-:OO~._:O~O---- PersonaI P rope rty __-==-5--=6,.....,--=7:-::3:-::S:....:.'-:::S-::1::--_ Transfers ----=2=1::...::0"-'ll,L...::6'-"7-=1=•.=1=8 _ J0 int Iy Own ed ----:-::-:---.-=-:=---::oc-=----- Tota I ---,-_-=2=9=2......,4..=....:O=--=6:....:!!.--=6=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)from date of death, interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law.::1,_.m Date February 26,1973 Signed /l!~~"-d ~..q..--_--P-",","",,"-=-' APPRAISER IITitle ---'-_ DATE OF DEATH: Note:This is not a bill. December 9,1971 .\-' RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of WARNE , (Last Name) JANE (First Name) D. (Initial) DATE OF DEATH 12-9-71 FILE NO.63-71-1245 REPORT OF INHERITANCE TAX APPRAISER ~~'...L!:i:1.~~...A....:.-----4?~~~~~ INHERITANCE TAX APPRAISER ~(E. Dated:February 26,1973 I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of 'vashington 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 Sch les "A","B", "C",and "E". REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS VALUE AS REAPPRAISED $-------+--25.000 00 56.735 -n 210.671 18 292 406 69 Non ~ 292,406 69 VALUE AS APPRAISED $ 292,406 69 210 671 18 VALUE AS REPORTED $25 000 005673551 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) Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $---------4-- Tax on $---------4-- Tax on $---------4-- Tax on $---------4--Tax on $---+_---1". Exemptions========I== Total Estate -I-__ TOTAL TAX 2% 6% 5% COMPUTA nON OF TAX $---------4-- $---------4-- $---------4-- $--------+-- $-------1-- $--1.__ (*)As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death :::::::::~t==== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $---l AMOUNT OF ESTATE TAX ASSESSED $----~L- Estate tax paid $---ll- BALANCE DUE $---IL- Add interest at rate of 6%from t= ------lto-----$-------1. TOTAL TAX BALANCE $-----~ PAID $.-J 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. WAdill ...l No .mInistration ~ IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF JANE D.WARNE Deceased ~, ,. Late of ..'VASHINGTON . County of ''lA.,SHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ~ o I::"luu.~,\~I.;_2 ..~ DEPARTlI:!E!>;T OF REVENUE BUREAU OF COU~TY COLLECTIONS HARRISBURG,PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT !.,.,-IFebruary26~,1973DATE"J . COUNTY ~~~.~.~.~.~.!!?~..~.~. FILE NO ,§},:..7..~.:..!.~~.?. Whereas..J..a..n~D..L..'i.~.r.p..~,late of ~y..~.~.~.~.t.~J~.~.~~. in the County ~f J~a..§.h.i.ngt..9..n Commonwealth of Pennsylvania.having died on the 9 th day of ;p.~.~.~.~9..~.:r.197..:1.:seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I D.o.mini.c .R.D~Ha.r..;i.a.an appraiser duly appointed according to law. having beelt designated to make a fair and conscionable appraisement of the said estate.and to assess and fix the cash value of all annuities and life estates growing out of said estate.hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoles $ REALTY:~~~..>25,00(00SeeSchedule"ATt attached hereto:'r-.~..~.~.- ~PERSONALTY: See Schedule TtBTt attached hereto:56,735 51 JT.HELD: See Schedule C attached hereto:210,671 18 Total 292,406 69 - form~~V:fhb~:::[h:,wortl~c:'~~t~w:~:;o~e~~~:;.,i~:za~el~n~* Appraiser@;:::7'..=··-r;;;;:;;;3s;;;.;;···................................................... Penna............................"Zf ......v.~........................................................., .(Post Offlee) " I'WASHINGTON'County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JANE D.'{ARNE .....jj;~.~~~;J: Late of \vASHINGTON Date of D!ath,P..~.~.~IJ.l1'..~.l:'~.L..J~.'!.1 . Appraisemel!t Docket Vol.,3.8.. Page,233.=.=:5..No 6..3.~71.~.l.4.45.. Filed in Register's O[fice,..F.e.b 26..,J9..73. Anwunt of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo,lIt Appraisement, Appeal f1'om Appraisement,.. Entered and charged,." , .,. J IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA. 9.1971)Date 01 death Deced>er \No,~1-1245 Term,19__,A.A. Jane D,',;,,-:.wWj:laLTnOel:S.---;:,..--_~)(Dock"'t 38-233-5Deceasedv In the matter of :the Audit of Account filed in the Estate of TO THE AUDITING JUDGE: Enter my ,appearance for the Commonwealth of PennsylVlallia,claiming transfer inheritance tax in the above estate,as follows: DR. To appraised Vialue of Estate:Realty.........,........$.25 .00_0_.0_0 _ Personalty..__~______..__.__.____..__$__5_6~._7_3_5_.S_1 ._ Additional Assets per Account,Subject 'to Tax ___~.~~!.~.~~__$_2_1_0-=-..6_7_1_._1_8 _ Addrtionall Assets per Audit,Subject to 11ax __.._--..--.--.--.------.--..----------$-'-~_ GROSS VALUE ____..$292.406.....:•....:6..:..9 _ CR. Debts land Expenses per Account;see Note 70.50AuditCosts Allum etaim allowed at Add~tional Debts and Expenses per Audit 250.00 $320.50 $_.. TOTAL DEDUCTIONS,$__._._ NOTE:The following credits claimed in the Account are held not deductible alS against the tax: Trust Income for 1i~e on $15.000.00 CALCULATION Gross v:alue.....................292.406.69 Age of life taaont •58 .42191 X 15.000.00 :6.328.65 'I1ax· able at 2% Less Deductions .........__-<Res.1due to Ch~_ Clear VaJue __...__............._56.119.S2 i-. )- $---- a ~Tangibles 3~_~~0.8~~ T~X'~Trust Gifts 46.t.5.00.JLQ._ aWe Trust Life Est.6,328.65at/--. 15%\Total 56,119.52 1----------$_~.4l7~.._.__ TAX PAID ON ACCOUNT Total Tax.................__.__.___..__$__m~..L.41z.....?1 __ Interest__yrs.__mos.__days @ __% -$_ Less amount previously palid ______$~_.8,417~_~.__ 3/7/72 $7.097.03 Disc.$420.93 $ $ $ Balance ________...........$- 0 - TOTAL TAX AND INTEREST DUE ..______..$ _ No.,Term,19 __,AA ESTATE OF Deceased PRAECIPE FOR APPEARANCE FO R COMMONWEAL:TH'OF PENNSYLVANIA :VJ "0'):,'.il!HS'ifs',\ S11!/fl ,';LSI ~J ~ Qi ~II i',.'~;n~ [11 Ui 01 f J UV~I JL. ,-'1 1i~5 '. R CC-49 (8-71) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION HARRISBURG,17127 PENNSYLVANIA ESTATE TAX DETERMINATION loST t.~hL J Date ~QR.cJ"II 19 7~ Estate of:~JJ E [).WfiR N.E. Date of Death J~J...,_ql-~=---7..L...L-J _ County ~llr?qrrn T,p J!"~~~"S Bureau File No.6.3.7/~I 'J.LJ~- 1.Taxable estate per U.S.Estate Tax Return,Form #706 $'t,.243.'6ta 2.Taxable estate per final change in Federal Return dated Ii .i'.72 $'-h {j Ct.O~I 9 e.- 3.Amount of credit for State death taxes. As shown on return form or final change notice ($I J.l.J I )-""- As verified by computation :na~e... 4.Penna.Inheritam:e..Jax due and/or paid $'1 C{97_lJ~ 5.Normal Inheritance taxes paid to other States tJ6N~ 6.Total Inheritance tax credits (4 +5)1 9'17.03 7.Total liability for Penna.Estate Tax (3 -6)NaftJ, 8,Less:Previous payments on aj c of Penna.Estate Tax Date of payment Amount of Tax paid Amount of Interest paid $,------$,------- 9.Balance of Penna.Estate Tax due (7 -8)___AJ4N~ 10.Interest due from to @6%per annum 11.Balance of Penna.Estate Tax and interest due as of _$====N==:(J=="':::::::e..===. Prepared by ~(J ttll4"J,l1Vft-,~=--_-----,D~I.suT..L'~.s~t.lLP..!!..U~R,---_ (:tME)(TITLE) (DATE)(TITLE)(NAME) Reviewed and approved by _ :z;"14 "Tool Pfiid.Re.s,Jt.~TO C"'Q(l,lT~ "I£OQ O,t.h TrhlJr..Re.~ol&.?Jeft 70 Cha,t'1~ 10-__,- RcC-Bl (6-73) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING or APPRAISEMENT MELLON BANK ,N.A. IN YOUR REPLY PLEASE REFER TO 38-233-5 Inheritan~e Tax Division J In Re:Estate of __----"Ju:A~N~E~D~.~W~A~R~N~E~_ _---¥lWL.c::JA....S......H.....T..LlNUJG.....T~Q'_"NL..__Coun ty -Fi Ie No.__..=..6..=..3_--=-71=--1::::..2::::..4..:...5=-.--__ Dear Sir: You are hereby notified that the__--..:.Lc.....:J.=:·f~e.:....-,E=-==-s..c:.t..:..:a..c:.t_e--------- appraisement in the estate of Jane D.Warne has been fi led in the office of the Register of Wi lis of Washington County on April 7 ,19li,Said appraisement reflects the following valuations: Life Est~te ~--'6.......,....3.u2......8L.1.L...!oo6!..>o<5!____ Personal Property _ Transfers ._ Jointly Owned _ Total --"-6..,...,~3=.28~.6~5=____ 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,inclusiy~; and twelve months when death occurred prior to December 22,1965)from date of death, interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice as provided ;~iec~1001 of the Inheritance and Estate Tax Ac:of 1961,72 P.S.2485-1001,P.L~~ Dote Apn1 8,1975 S;gned ~~~:J2f' Title CHIEF APPRAISER DATE OF DEATH:December 9,1971 Note:This is not a bill. f' i t; ~-;J:!:':~TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT LIFE ESTATE SUMMARY Estate of WARNE " (Last Name) JANE (First Name) D. (lnitial) DATE OF DEATH 12-9-71 FILE NO.63-71-1245 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at ::t:::1ue,'~::::0~~'i~9::h item io ilie lau columo to 'he dght in ~:'""C"':"~A<RINHERITANCE~RAIS'ER ~. REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$$-------+-- Valuation of life estates or X~X~.. . . . . . . . . . . . . . . . .$_~6t-',3LJj2~8_1-65- ESTATE TAX ASSESSMENTS $C COMPUTATION OF TAXFORUSEOFREGISTERONLY Tax on $-4-__2% Tax on $---------4--6% Tax on $---------4--5% Tax on $---------4--10%Tax on $-+__~ Exemptions=======~~=*Total Estate ---1-__ TOTAL TAX $-------+-- $----------l--- $----------l---.:..- $----------l--- $-------+-- $------_..1-._- .(*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death :::::::::::::t=== BALANCE OF INHERITANCE TAX DUE $~ Add interest at rate of 6%from L AMOUNT OF E~TATE TAX ASSESSED $------IL-$....1 Estate tax paid $L-I BALANCE DUE $----_...JL-- Add interest at rate of 6%from to $--t==TOTAL TAX BALANCE $------I. PAID $--...J 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 lAdministration~No.Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF JANE D.WARNE ...... Deceased - 1 ., Late of . County of WASHINGTON WASHINGTON. . . ...-. ... . . . . . . ... . Commonwealth of Pennsylvania REPORT AND APPRAISAL {'! Jl II "'- " RC C-2 (2-64) "Er;"6>~fMENTOF REVENUEBU",RE~COUNTY COLLECTIONS ~HSBURG,PENNA,17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHER1-TANCE TAX APPRAISEMENT DATE Apri,1.8"1975 COUNTY Washington FILE NO._6_3_-_7_1_-_1_2_4_5 _ Whereas,Jane D.Warne late of Washington in the County of Washington Commonwealth of Pennsylvania,having died on the 9th day of December 19 71 ,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,Frances Leo ,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future Interest. Having been duly sworn accor~to law,I do hereby cert'y tha~he above appraisement is made in con- formity with law on this CJ .day of --19-2J.c- A.:,r-. 3~L~Sber and ,strtet)"..~a~:::.=l~-~~_'7;f:::.~2::.:===:::::::,Penna. /'(POIt Milt) Unit AppraisementDescriptionofAssetValuasMadeforInheritance ILIFEESTATEAPPRAISEMENTTaxf'urpo.es $ Income from $15,000.00 Trust to Nephew,John H.Warne,who was 58 years of age at the time of death ,--with the remainder to Charity'"(..1/2 Wa'shin~ton:LCountv Hear~Association and 1/2 To Washington County Cancer Sociaety) $15,000.00 (Bequest of Life Estate) X .42191 (Age Factor for 58 years) 6.328.65 (Value of Life Estate)6.328 65 I , to,-; ,----,-,• J;'1 I.,' -,1 ,• _.•>-.- , " ;~ ..,.. :., J Total 6,328 65~, I.. .., -- I I RCC-3 (1-69) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of May 28,1956,P.L.1757,and Act of June 15,1961, P.L.373,as amended)J Application is hereby filed for the approval of an exemption from Pennsylvania Transfer Inheritance Tax on the transfer of the property described below: 1-Bureau File #63-71'-1245 2.Date of Death December 9,197+ 3.Date of Approval Feb.28th.1973 4.Name of Decedent Jane D.Warne 5.The Commonwealth's appraised value of the property for which an exemption is claimed is $_--'Ov"-"-'e""r=---_ (Note:Where the property is other than a specified amount of cash,the exemption cannot be approved until the value of" the property has been established by appraisal by the Commonwealth,except in those cases where the amount of the gift or bequest represents a stated fractional or percentage portion of the entire estate or the entire residue.In those cases enter such fractional or percentage amount above). 6.Check the manner in whic~the transfer was effected and submit a copy of the document authorizing the transfer,unless such material has been previously filed. WILUV;DEED 0;TRUST INDENTURE 0;SURVIVORSHIP 0;OTHER 0; (I f other,explain)__..::0v....:...=e=.r .._8=---'--_ f 7.Correct Business Name and Address of Charitable Organization receiving property: NAME Ov_e_r ··_·__ ADDRESS _ 8.I certify that the information contained herein is,to the best of my knowledge and belief,true arid correct. Mellon B~/d~LL- Signature of Applicant--"='B:.:I-Y ---I~'---7<--------=-W(f/PL--I~JLL-------....;T=.;r=-u=s--=-t--=O-=f-=f-=ic::cc::e:.=r=---_ Address of Applicant South Main Street and Cherry Avenue,Washington,Fa. Official Title _-'--_....:C:..::o'---..::Ex=e:..::c:..::u.:-..;t:..::o:.,::r=__Date ~-~--;:--------- This form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent I resided,or in which letters were issued for a non-resident decedent's estate.If the decedent was a non-resident of Pennsylvania and - letters were not issued by a Pennsyl~ania Register of Wills,deliver all three copies to the Director,Bureau of .County Collections, Penna.Department of Revenue,26 S.4th Street,Harrisburg,Pa. 00 not write below this line·For Offici~1 Use Only For the Secretary of Revenue ...,..J ~' (Signature of Register of Wills) Washington (County) Feb.28th.1973 (Date of Approval) Referred to Bureau Headquarters .",-'.,,• ",-I..l ~• (Initials of Register of Wills) (County) (Date of Referral) MUST BE FILED IN TRIPLICATE Approved 0 For Secretqry of Revenue Denied*0 (Authorized Sig~lature) (Title) (Date of Action) *See reverse side for reasons This section will be compl eted by Bureau Headquarters only when the application for exemption has been denied. Date:_ The application for exemption contained on the face of this form has been denied because _ Note:Any party in interest,including the Commonwealth,aggrieved by this action may within sixty (60)days after the dote of this notice exercise their rights of Protest,Notice,or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance and Estate Tax Acts. ,United Presbyterian Church New Athens,Ohio Washington Association for Crippled Children and Adults Washington,Pa. Pennsylvania Association for the Blind Washington County Branch Washington,Pa•. Salvation Army Wasliington,Fa.' Young Women's Christian Association Washington,·Pa.·· Young Men's Christian Association Washington,Pa. Washington County Heart Association Washington,Pa. Washington County Cancer Society Washington,Pa. $250.00 $10,000.00 $10,000.00 $5,000.00 1/2 of residuary estate 1/2 or residuary estate * * *Remainder interest following the life estate of John H.Warne,Born 4/22/13 of a $15,000.00 bequest to be held in trust. 15,000.00 x .42191 =$6,328.65 ..' ".-' ,I)' ','.l.... .';," ,CltommottwtaltQ of PtttttSYIUattin.}, ,' ,lIaBQ1ttglott Qlountg.BB. ~"l'OW ALL MEN BY THESE PRESENTS;Whereas,at Washington,in the County aforesaid on the 20th.day of December A.D.1971 ,before me, Russell Marino •Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania, the last Will and Testament of Jane D.Warne ".. \late of Washington in the Coun~y aforesaid,deceased, '(a true copy whereof is to these presents annexed),was duly admitted to probate;and Esther Warne Watson and Mellon National Bank &Trust Co. ), the Executors in said Will and Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; 'NOW,THEREFORE,I,Russell Marino ';;Register as aforesaid',do '",grant these LETTERS TESTA.l\1ENTARY,unto the said ..:',Esther Warne Watson and Mellon National Bank &Trust Co• " ',committing unto them the administration of all and singular the goods and days from the date hereof,and to render a just and true account of said administration at the expiration to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety of six months from the date hereof,and to regard and comply with the provisions of the laws of this ' them"chattels,rigllts and credits,which were of said deceased,and requiring ..;.;.";. ".:- '..-~ IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal 'Commonwealth relating to inheritance taxes. in the year of our Lord one th~u~and .~"20th.,of said Office at Washington,this' '--day of December,\".:";,', .' ..-,~ nine hundred and ..:'.;.... .:",~. ~.. ''.;.." ..; • .:'-j •..:..... ."!-,' ::;'.... .:.;.....~.. .'.','.",~a.'. .~.'.' ... .--..... ".'.r"':':;"," .....• .. .1 ..; ..".:'..;' and as further amended at any time prior to my death,'or,if such Dcedof Trust is no lo~gerin effect,to hold IN TRUST on the terms and conditions specified in said Deed of Trust on the date of this I,JANE D.WARNE,"of the City of Washi~gtdn, Washi~gto~County,Pennsylvania,do make this my Will,hereby revoki~g any and all Wills at any time heretofore made by me. SECOND:I.give my'ta~gible personal property to my niece,ESTHER WARNE WATSON,and my cousin,LOUISE CANAGA,in ..... in accordance with my .intentions with which they are familiar• amended the 1~1r.day of FIRST:Under the testamentary trust created for my benefit by my late husband,A.C.WARNE,provision is made •for'thepayment of the expenses of my last illness and funeral, includi~g the erection 9f a gravemarker.Only to the extent that :uch expenses cannot be paid from said trust shall they be .paid from my estate . THIRD:All the residue 9f my estate I.give to MEL- .LON NATIONAL BANK AND TRUST COMPANY to hold IN TRUST as part of the Tr'ust Estate under my Deed of Trust dated July 17,1968,as '.such shares as they may determine,or all to the survivor of them at my death,with the reques~that they distribute certain items ~'Will or 9fthe last Codicil hereto,with like effect as if they ;were set forth her~in verbatim. .~":\ ":.'..~~..'-.~ .....". '~'-'.''.:".J" ~,:._.;I ~. -..-.......-...,......_-----......-------.....--------........-_¥--------~.-....._...-.~~. '.1 ..' '7 r· I "J,j :- :j. 'I j., ). ";\.'••1,_J ' '. ".~ ""'. ....;.. ,'....., .;.'" '..:~: •• ..' ....~ ......~'.',,'.', '.,.' ~_....~.._._~..-.....,.-"..-..~-_._-.._--.-._-_......_-----_.~~-..--._--..,~..-,------...--_.;...- r'. :'~--.;,.7:····---~:~'-'--~'.~-~-~.~''':.--..:-'.:.-,_:-..:.::::.--"':".....,-=:-:-"-. ,....~.,..~~ .".; I../! ... I appoint·my niece,ESTHER WARNE WATSON,. .0\.... ~OURTH: ~. .J.••.;"•... .•.. -:;.-:'"II....'~•• .~.'. ,,~.'\. " and MELLON NATIONAL BANK AND TRUST Cm.IPANY Executors of this my Will,.giving to my Executors,Lin addition to'the authority conferred by law,the power to sell any or all of my property, real or personal,at public or private sale,at such time and for such price ana upon such terms and conditions as they may see fit,or in their discretion to retain the same for distri-. bution in kind,and the power,but not the duty,to in~est .any cash without bei!1g limited to "l~gal"investments;PROVIDED, however,that my residence property at 125 Coll~geStreet,Wash- i!1gton,Pennsylvania,shall be sold~ ~o bond shall be required of any fiduciary hereunder .'1 ."..I,,','!.',.("~-,. - I - ''0:'•,(".:":••..".. t '.'~:;..• "1 '.. '..1 :'::·i...: ',:'i .:, '.. ....... " • ,-'~ in any jurisdiction. ·1I_.J .' !,I . .'.:->'.,'.-.' • ".'::. ',', .". i'-'.i·, "1!.., ._',i.; .. :.:~.. .'.~; '""! J.:'~,......~...,J ,~'._.,>.:,.;,....:·:~l:~ ..J .;..,~::::".:J.•''. FIFTH:I direct that all estate,inheritance and other taxes in the'nature thereof,together with any interest... 'and'penalties thereon,becomi!1g payable because of my death . with respect to the .property constituti!1g my.gross estate for death tax purposes,whether or not such property passes under this Will,shall be paid from the principal of my res~duary es~ tate~and no Eersori receivi!1g or havi!1g'a beneficial interest in any such property,whether under this Will or otherwise; 'shall at any time be requ~red to crintribute to or refund any 'i iII -2- . .'.'.':'..~','. ":'.':"::.~.....'';'.':..:.-; .";'~"--. ..,. At any time prior to the'vesting of a future .part thereof. interest in possession and enjoyment,my Executors ..or the Trus- tee 1:0 whom.my residuary estate.has been distributed shall have the discretion to ·elect to prepay all or any part of the death taxes thereon,and such election shall be bindi!1g upon all ,'.' '".". ...-~:'--1_.....;,.-....;..,~..--.".....-.-_-...,..,..---......!'lllr--......"'-"""•.......,,~).__...,,"~l..e~......._:""'"(9~....•..«•.;i ,. I" .j '.:..i~ •••••·1 '';.::1 ..1 \. :~J . ·:·-1,·1···•.•...,,,,'r .... le ,','.-.'~~ .',". .".,. :.t, " .'c'. ..:",. .".....~... ,,~...,.:-••~~•••..;......,:,,~~_..,!,,.;:~,,:--~-._~"~......."••••••••:.:~~;~.~.~:~.~::::'~~1. ,.~~\,:..~..:......',~~.~;.:~~.'~~·...':·:~:0"-~''~'..':'.:.,:;.....,:·!·~,~--:-i:.;:~;:,.~::-"""".":",'.-·c··,.....,._....,.,,'_:...,,-....---:~. .,.;...(~'....~---•.-..~-P.o'·.'-,~"'~~',\-.-'•..,.-._•.,-;~.,.. • .r:-..' I: ·.4"':.' j.' i •.J'~,~...:....".,'.'!..~.... ~!,', parties in interest.., "-;;"'_.~..:-.._-.'''----.~~--.-----.•...---~-._---"--- day of IN WITNESS WHEREOF,I have hereunto set my hand and 12' .', seal this j. "j ,., f '<f', .:) ii j 'j ! " "" -l-'b. .',:. ,~. '..' ::'.' ."",,'",;.,.:-'.' .~---_.._----,_._---,..---- .,~"..-.' :"",;.".;',.',..' •Signed,sealed,published and declared by JANED. WARNE,the Testatrix above named,as and for her Will in the presence of us,who,at her request,in her presence and'in the presence of each other,have hereunto subsc~ibed our .names as witnesses hereto. • ',;.:.'.. :-.'--. .,." :"". ""'.', ".::-.. .:.''.~. .,':" ----.,..•.-:1 .t'! '1 ---"'r."__~~...._..__.~........_._••_..~.~....._~._.._.-__••~.r~_.''--''_1:'''''-'''''-_'_'·~-~_~·--".-_.",..-_-•..,........,.....-........--:~~ , j -'. 'f jI' Ir ..! .~t,",_-I .!'. i', I -1i.\I .-j.j I;1! -1I , ~I ",".j j.'! ...:1 .":;. ",' .;'.'~,.'..',."..' " • .', -,..........) .,.'-.,. -:~..~.,;.. .-<'.~",:~,". c...'~~ ,,(.~..... t:1 .....fo;....r ~Ii III"Gl-I»fo;-I U<III ..... 0 s::: "II a .,..~=-s:::cB· .:.;. ;,_.., .',',.-.~'.~...: ;...' :.:.' ..:... .....-. ,""~" ....,'.:;. .:.> t• .' ..'~" ',::r'. .~~.:,...... , i'r ; AFFIDAVIT OF EXECUTORS STATE OF PENNSYLVANIA, SS: COUNTY OF WASHINGTON I!'.. , .f / Personally before me,the undersigned authority,a Notary Public in and for'said County and State,appeared ESTHER WARNE WATSON and ARLIE W.OTT,TRUST OFFICER of MELLON NATIONAL BANK AND TRUST COMPANY,who,being duly sworn according to law,depose and say that ESTHER WARNE WATSON and MELLON NATIONAL BANK AND TRUST COMPANY are the executors of the estate of JANE D.WAR NE,deceased,that the following schedules constitute a complete inventory and appraisement of the real and personal estate of JANE D.WARNE,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 under signed to be the fair value of said items as of the date of the decedentIS death,based upon a just appraisement of each item made by the above named Executors. Sworn and subscribed before me this 2<6tb day of ,1972-----;t:'diio~·..wm:nmr:Jibabl..:'1!'.~r·------. Arlie W.Ott TRUST OFFICER of MELLON NATIONAL BANK AND TR UST COMPANY EXECUTORS ESTATE of JANE D.WARNE, DECEASED INVENTOR Y AND APPRAISEMENT of the goods and chattels,rights and credits which were of JANE D.WARNE,Deceased,late of 125 South College Avenue,Washington, Washington County.Pennsylvania,taken and made in conformity with the above affidavit. PERSONAL ESTATE SCHEDULE bi. Mel.lon National Bank and Trust Company Washington Office Checking Account No.221 -1565 Balance 12/9/71 Savings Account No.61-7381 Balance 12/9/71 $9.942.82 11,631.31 If 03/'3/ ..- First Federal Savings and Loan Association Washington,Pennsylvania Savings Account No.S -1169 Balance 12/9/71 Pittsburgh National Bank Washington Office Time Deposit Open Account No.708427 Balance 12/9/71 Pittsburgh National Bank Trustee under the Will of A.C.Warne Accrued income as of 12/9/71 $11,188.67 II J9f.~7 10,767.43 1071-7.13 323.33 3..2.'3,33 Pittsburgh National Bank Trustee under deed of trust of Flora Maxwell Accrued income to December 9,1971 Firemans Fund Insurance Company Refund of unearned premium on Homeowners Policy No.FH535l045 Observer Publishing Company Refund due to cancellation of Observer -Reporter Subscription Treasurer of the United States Refund of overpayment of 1971 federal income tax liability Commonwealth of Pennsylvania Refund of overpayment of 1971 state income tax liability Washington County General Fund Refund of duplicate payment of 1969 personal property tax 3,578.73 114.00 . 28.60 774.71 364.41 399.63 '357';.73 77lf.,7/ Donald R.Warne Demand Note dated 5/29/70 in the original amount of $4,741.00, without interest Balance 12!9/71 Household Goods Total Personal Property Appraisement - 2 - 4,331.00 3,290.87 $56,735.51 4331t 00 3 :<CfO,'87 ~------., sc.73S,S'J L .-ad _• !".-- REAL ESTATE SCHEDULE REAL ESTATE IN PENNSYLVANIA ALL that certain lot or piece of ground situate in the 4th Ward,City of Washington and State of Pennsylvania, having erected thereon a 2:1/2 story brick dwelling known as 125 South College Street,as recorded in Deed Book Volume 450,Page 93,and Will Book 37,Page 209. (Sold)$25,000.00 a_a 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 - $25,000.00 $56,735.51 25,000.00 $81,735.51 ..J, .~ eJ. d,' " INVENTOR Y AND APPRAISEMENT IN THE ESTATE OF JANE D.WARNE, Deceased Filed NOV 2 7 1972 ,1972 Attorney:Alexander Acheson,Esquire ---'-. , "t l \ Address:Washington Trust Building Washington,Pennsylvania 15301 \AW\~:J CM :NW :1ah -~'.,,~~~.~~~~.,---~"...'.~<:.·~',~t<~~~~~:~~.,','. II ,............... ,.... ....-'* ...""_•~....;t.,.,"! , ""i..,:~" I .'....', ,-~~ <'", '"".,-,j ':', ...~.. 11/6/68 ,'F' ..,;.....,_;'.t",",!"';~~ ~~ 'I f •'1-. I,~ )1 '\", '(. ."~ j0---',~'l' 1'1""',11' '!~:'. ;1 ~c,.'... I '"I I I" I''\"I "j I .~..J,....,.•,-t I ,I ~ (,,",..(,-,.7~;~I..j/l'.:..-'\.'r;il "" f II I ,~ ;~1-;:".'IL J !.,; " l. ');'1',' 'I,: -- ..' {. ,I~j,t rli!t~l~.!,;~-\i!fL I :.,JII; ;I) 'i1 <,;' ;.," ,'.~, :1,';t~ ':l'.,_....':.,..,.',...,,_..:,~,_'.,.,~'!L~_¥"''''~1''''~.~:1••,""':"':._,"'''';'-i~~4'~':'·'''·'~'''''1~'·'1"..;",-l ·""'·'f·...-~,,~,,'.....~ I .1, ~.\ I~JANE D.WARNE,of ';l" ,i .=-- .,.~~., '****WILL :,:';.I,J :;';!'".col-":,·I '4:,./.('""i~::iJh'1ij:;~~'(.."";".)-',f 1l'..,,<'1 ~.,' '.'",;, revoking any and all Wills Washington County,Pennsylvania~ :",~.... '" 1,,1 I ~.'I -I"til' ,? FIRST:Under the testamentary trust created for,: my benefit by my late husband,A.C.WARNE,provision is made for the payment of the expenses of my last illness and funerar," including the erection of a.gravemarker.Only to the extent that such expenses cannot be paid from said trust shall they be paid from my estate. SECOND:I give my ta~gihle personal property to JIiy niece,ESTHER WARNE WATSON,and my cousin,LOUISE CANAGA,in such shares as they may determine,or all to the survivor of them l-I i II, I , at my death,with the request that .they distribute certain items in accordance with my intentions with which they are familiar. THIRD:All the residue of my estate I give to MEL- LON NATIONAL BANK AND TRUST COMPANY to hold IN TRUST as part of ',.'(1i the Trust Estate under my Deed of Trust dated July 17,,1968,gs amended the ./5£t"day of 7l()11o-t~'''::~"~..,1~(p F , I~"I "~..~ and as further amended at any time prior to my de",a th,.or,.if'such .1,". Deed of Trust is no longer in effect,to hold IN TRUST on th:e terms and conditions specified in said Deed of Trust on the date of this Will or of the last Codicil hereto,with like effect as if they were set forth herein verbatim~I! l ..... T.........._~--.~,.,~---~ ~I,~ti\',..;..;.. 111 ~tlll:'.,.. .:~~\I '*"i~"....~.:./,4..'",..... ,f~t.~.,. ,~-~~~ '1'i _J ~~-IIf,.,I '...~.t \.~~:~.},,;i .....lllt"l!...A.~.~ ~;~i:;j.!!~.,~.;~~;~."".'o.:'.At.,t,',~'~,':,~1\',·~'":':{f7·~:1'·t '""",,,","'..,,"i "'--C-,.\---:-:,..,----,---:r--:-----.,...-.:-~~j':';-~~,-'::...~~1-,~:~~··"'I":,'~·-"t~~-hf~·-:~~-~~\-¥;':,;,,-,~..t#~...:~~{-'·,·....;,'~:':"'l~ ....,',.."~.:o..;..:::""::'~~~",,",:....iJ..,:...;....~~.....;;.o;......;.;....;.;.__........;.-.,~.........;..'"-".;;..".;....;.....;,..........;-.---"........----:.......,;.......-..;...--'"""-:....',\~t:: I r'',0 ';",.~• '<,.;;.J.~''" ""',"1 ,>,', ,f ~ ".',,~~I , l"Ii',~'! " "',to.,, '.I,'I'..~,j,:~ , I ,:.:~J<:,\;I,L I :"I 'i,',',.,1,,)::',l,'HOUR!TH:;,,;,.lappo,int:,my:;,nle,cJ,,!EST:H~~:J:IJARNEWAr~QN ,: and MELLON NATIONAL BANK AND TRUST COMPANY Executors of this ,I i ,:,~'/1 :ii',,, my Will"giving to my E~ecutors,in addition to the authority conferred by law,the power to sell any or all of my property, real or personal,at public or private sale,at such time and for such price and upon such terms and conditions as they may see fit,or in their discretion to retain the same for distri- bution in kind,and the power,but not the duty,to invest any cash without being limited to "l~gal"investments;PROVIDED, however,that my residence property at 125 College Street,Wash- ington,Pennsylvania,shall be sold. No bond shall be required of any fiduciary hereunder in any jurisdiction. FIFTH:I direct that all estate,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 es- tate;a:nd no person receiving or having a beneficial inte~est in any such property"whether under this Will or otherwise, shall at any time be required to contribute to or refund any part thereof.At any time prior to th~vesting of a futur~ interest in possession and enjoyment,my Executors or the Trus- tee to whom my residuary estate has been distributed shall have th~dis,cretion to elect to prepay all or any part of the death taxes thereon,and such election shall be bindi!1g upon all -2- "-,.' ......................-~-...---.....-.......-.~ ',;...- ,.,'.;',f!.\"']·"',>.:A';.:7i[·.;:'P.;.";1 .....:....._~':~ ~~" \j'{11 I:' ,".,.. parties in interest. ,:!'I , I IN WITNESS WHEREOF,I have hereunto set my hand and seal this I J day of }-z,(tlJ-'0'~''yl t.!'-4}t/,19 {.,7 -/J""7":O~'-"",,'a""-""1"'-"d-""'::::"-----,'l'-4.1'-.-/:-1--,-b.-..l--'-'C:<~{~/7.~'./t-'~._t...V---,/_·~(SEAL) f.;I , Signed,sealed,publ.ished and declared by JANE D. WARNE,the Testatrix above named,as and for her Will in the presence of us,who,at her request,in her presence and in the presence of each other,have hereunto subscribed our names as witnesses hereto. Address:.5as Ed uJ~4:e.uz- vJaJ~;d /5301 I certify th~t the foregoing is a correct copy of the Will of JaneD.Warne,deceased,which is of record in the Office of the ."Register'\7:of Wills of Washington County,Pennsylvania,in W'ill ,Book l13~at page 125. ",~. ,I .J'\ ', ".'",'1 I..""'."h.;",)-~. o \ I.i ESTATE OF JANE D'.WARNE, \"-""..~,,,.-,,,.._..,,_._----- \ N~~..:6J-7~-124.5 y' Deceased COPY OF WILL .........."'-P.-:'. t) 41 1 -" June 29.1973 --1;}~.. Paul A.'St"Jmmans.. -..' '~"_JUDGE'S CHAMBERS.' ..C ~PH A N S''C 0 U R T " TWENTY-SEVENTH JUDICIAL qlSTRICT OF PENNSYLVANIA R.X\1iINigNX~N~;X~L'QXIX1X~X WASHINGTON,PE~NSYLVANI~', Gentlemen: Alexander Acheson,EBq~ Washloqton Trust Bidq. 1h-ashtogton,Paw 15301 CC:Glenn Allum 216 S.'Wade ·Ave. Washington,.Pa.15301 In Re:Estate of Jane D.Warne,Pecease<i. •,No.1245 of 1971,..,v." ... TPe Court baSset August SO~19t13.at 1:30 P.M., as the t1me for.he~tnq the elaim.of Glenn A Uum agatnstthe above mentioned estate. It would be advtsal:>lefor Mr.Allum to be represented by counsel at sald hearing. " -" .Verr truly yours ~ J I . PAS/vh I, I -, ! AFFIDAVIT OF EXECUTORS STATE OF PENNSYLVANIA, SS: COUNTY OF WASHINGTON Personally before me,the undersigned authority,a Notary Public in and for said County and State,appeared ESTHER WARNE WATSON and ARLIE W.OTT,TRUST OFFICER of MELLON NATIONAL BANK AND TRUST COMPANY,who,being duly sworn according to law,depose and say that ESTHER WARNE WATSON and MELLON NATIONAL BANK AND TRUST COMPANY are the executors of the estate of JANE D.WAR NE,deceas ed,that the following schedules constitute a complete inventory and appraisement of the real and personal estate of JANE D.WARNE,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 under signed to be the fair value of said items as of the date of the decedent I s death,based upon a just appraisement of each item made by the above named Executors. Sworn and subscribed before me this 24th day of N_o_v_e_m_b:-e_r ,'1972 /s/Dolores P.Meredith /s/Esther Warne Watson Notary Public Esther Warne Watson /s/ArlieW.Ott Arlie W.Ott TRUST OFFICER of MELLON NATIONAL BANK AND TRUST COMPANY EXECUTORS ESTATE of JANE D.WARNE, DECEASED INVENTOR Y AND APPRAISEMENT of the goods and chattels,rights and credits which were of JANE D.WARNE,Deceased,late of 125 South College 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.221-1565 Balance 12/9/71 Savings Account No.61-7381 Balance 12/9/71 Cd &&Zi:. $9,942.82 11,631.31 First Federal Savings and Loan Association Washington,Pennsylvania Savings Account No.S-1169 Balance 12/9/71 Pittsburgh National Bank Washington Office Time Deposit Open Account No.708427 Balance 12/9/71 Pittsburgh National Bank Trustee under the Will of A.C.Warne Accrued income as of 12/9/71 Pittsburgh National Bank Trustee under deed of trust of Flora Maxwell Accrued income to December 9,1971 Firemans Fund Insurance Company Refund of unearned premium on Homeowners Policy No.FH5351045 Observer Publishing Company Refund due to cancellation of Observer -Reporter Subscription Treasurer of the United States Refund of overpayment of 1971 federal income tax liability Commonwealth of Pennsylvania Refund of overpayment of 1971 state income tax liability Washington County General Fund Refund of duplicate payment of 1969 personal property tax Donald R.Warne Demand Note dated 5/29/70 in the original amount of $4,741.00, without interest Balance 12/9/71 Household Goods Total Personal Property Appraisement - 2 - $11',188.67 10,767.43 323.33 3,578.73 114.00 28.60 774.71 364.41 399.63 4,331.00 3,290.87 $56,735.51 REAL ESTATE SCHEDULE REAL ESTATE IN PENNSYLVANIA ALL that certain lot or piece of ground situate in the 4th Ward,City of Washington and State of Pennsylvania, having erected thereon a 2 1/2 story brick dwelling known as 125 South College Street,as recorded in Deed Book Volume 450,Page 93,and Will Book 37,Page 209. (Sold)$25,000.00 ,.,0() 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 - $25,000.00 $56,735.51 25,000.00 $81,735.51 =-=--- I em-- INVENTOR Y AND APPRAISEMENT IN THE ESTATE OF Attorney:Alexander Acheson,Esquire ,1972 Deceased Washington Trust Building Washington,Pennsylvan'ia 15301 JANE D.WARNE, ~~~ ~f1:31 ~'-I-2S- Filed ~dl Address: ~li ! --~-~~~- MELLON BANK,N.A. SOll-TH h:Atll S,T.AND CHERRY'AVE. WASHJNGrON,PENNSYLVANiA 15JQl Janunrv Z6,1973 Mr.Gloa .AUum Z16 South Wado Avonuo.r'-~ Ylanhiutlton,PQ1U\oylvanJa 15301 Very truly YOUI'D, ffin'amr- U::;;'Uicer Final Account Dgton County. od tor audl tho Orpbanot v.wfMl:la,cometimo during tho ''»'4....-.uJIQY appear a.t that time 01'be Soction 3503 of the P :oba.tG, a CO?ot thio notice io aloo oncloBed BO oamo by returning that c0i>Y ~/i.th lotod by you. Eoto.to of Jono D.W;lrno Ploase bo advisod that tho Exocutoro MVO.Jil~~i~ January 24,1973,10 the Offico of tho l}ej[jifJ It bao been aoBis:nod No.63.71.12-65 Court Room,Conrt House,\Vaohioato wookb3elnnlnz h,1onday.March 19,19 I'oprooontocl by counaol. Dec.!'Mr.Allum: Thlo notico io furnishe Eotatoo,and Fiducial' nad we would roquant tho otnto in "\"10:jbm EncloDU1"OD cc:Mro.Eothor Warna Wntoon' Alono.ndor Acbaoon,ELqulro '---....._-.,--- I hereby acknowledge notice of the Executors'account filing and audit of same. Date:~.1--1-1913 ~a-<~i/%i<*7<f--C ---------------;----------------:-~---------------0iI Rfilei~oB1 Bank N.A. Washington Office South Main Street and Cherry Avenue Washington,Pennsylvania 15301 III ARLIE W.OTT TRUST OFFICER Mrs.Esther Warne Watson 21 Milbeck Drive Washington,Pennsylvania 15301 Dear Mrs.Watson: Estate of Jane D.Warne -Account No.110-871 January 24,1973 I am pleased to advise that the Executors First and Final Account has been filed January 24,1973,in the Office of the Register of Wills of Washington County.It has been as signed No.63-71-1245 and will be called for audit in the Orphans'Court Room,Court House,Washington,Pennsylvania,some- time during the week beginning Monday,March 19,1973. With the completion of the Audlt'and issuance of the Decree,assets of the "'estate will then be awarded to the Bank as Trustee where that administration will continue for the benefit of the local YWCA and YMCA.If you should have any que stions,please let us know. Very truly yours, AWO:jbm' ·to. MellonlBanlk N.A. Washington Office South Main Street and Cherry Avenue (rWashlhgioh;Pennsylvania 15301i .... ARLIE W.OTT January 24,1973 TRUST OFFICER Mrs.Louise Canaga Box 212,R.D.1 Venetia,Pennsylvania 15367 Dear Mrs.Canaga: Estate of Jane D.Warne -Account No.110-871 I am pleased to advise that the Executors First and Final Account has been filed January 24,1973,in the Office of the Register of Wills of Washington County.It has been assigned No.63-71-1245 and will be called for audit in the Orphans l Court Room,Court House,Washington,Pennsylvania,some- time during the week beginning Monday,March 19,1973. With the completion of the Audit and issuance of the Decree,assets of the estate will then be awarded to the Bank as Trustee where that administration will continue for the benefit of the local YWCA and YMCA.If you should have any questions,please let us know. Very truly yours, /j;t~tJllr·C~i~::~Officer AWO:jbm ~"..' .'January 24.1973 Young Women's Christian Association ~West Maiden Street Washington.Pennoylvanta 15301 Fil'Dt Final Account has been eter of Wills of Washington and will be called for audit In ington,Pennsylvania,Some.. Ma 19.1973.A conformed copy ny qu stions.please let uo know. Very truly yours, t1£ieqpt- uanc(t of the Decree.auaete of the ~~U!}§.....tfjlilUtas.Trustee where they will be eom... de 0 gl'eom8nt and continue in trust for you," i the YMCA. With the ·Ct1l~kfii~ estate blued benefi ~fJtate of Jano D. Gentlemen: AWO:jbm Enclosure --.~.' January Z4.1913 YQungMen's Christian Assodation 86 We at Cbestnut Street Washington,~ennsylva.nia 15301 Estate of Jane D.Warne Gentlemen: With thec~liiIi£l!~ estate bined the othe r f beneft B weU aethat AWO:jbm Enclosure Final Aeeount has been E.lf:Bi'tter of Wills of Washington and will beealled for audit 1n lngton,Pennoylvanta~aome.. 19,1973.A ·confortmd c:opy tions,please let us kn.ow. uance of the Decree.assets.of the ~::;:::...-;r-'as Trustee where they will be Corn... Ve-rytruly you:rs', a t?~ttftlt-lf~flcot \'"1 \,\!{'.....-.,,\,,! 1 ) j ARLIE W.OTT TRUST OFFICER Mr.Walter J.McFadden 2101 Pierce Street. Sioux City,Iowa 51104 Dear Mr.McFadden: Me~lo'D1l I8anlk N.A. W'isl)ingtQn Office South Main Street and Cherry Avenue washington,p'ennsylvania 15301 January 24,1973 ~\j I Estate of Jane D.Warne -Account No.110-871 I am pleased to advise that the Executors First and Final Account has been filed January 24,i973,in the Office of the Register of Wills of Washington County.It has been assigned No.63-71-1245 and will be called for audit in the Orphans'Court Room,Court House,Washington,Pennsylvania,some- time during the week beginnirig Monday,March 19,1973. With the completion of the Aucht and issuance of the Decree,assets of the estate will then be awarded to the Bank as Trustee where that administration will continue for the benefit of the local YWCA and YMCA.If you should have any questions,piease let us know. Very truly yours, ;z;g~_tJ&-- U"Trust Officer AWO:jbm Menonl8anlk N.A. .....",Washington Office ,.' yi'S611th,Maij'i Street and Gher~Y'AvJ~:nUe' washington,Pennsylvania 15301 ARLIE W.OTT TRUST OFFICER Mr.Howard W.McFadden R.D~1 Carrollton,OhIo 44615 Dear Mr.McFadden: January 24,1973 Estate of Jane D.Warne -Account No.110-871 I am pleased to advise that the Executors First and Final Account has been filed January 24;i973,in the Office of the Register of Wills of Washington County.'It has been assigned No.63-71-1245 and will be called for audit in the OrphansI Court Room,Court House,Washington,Pennsylvania,some- time during the week beginning Monday ,March 19,1973." :rWiththecompletion of the Audit and issuance of the Decree,assets of the estate will then be awarded to the Bank as Trustee where that administration will continue for the benefit of the local YWCA and YMCA.If you should have any que stions,please let us know. Very truly yours, ~""/>)'Ij lfi't.!-/tJttu (/(J({ltl , Trust Officer AWO:jbm