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Roosevelt, Sara D. - Estate (1), 1942
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16620892
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Roosevelt, Sara D. - Estate (1), 1942
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President's Secretary's File (Franklin D. Roosevelt Administration)
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PSF: Subject File: Roosevelt, SArA D. - Estate.
1942
Box 183.
No. / -
July 28 1941,
To Thaddeus Calder
Collector County lay
$ 38.25
BAL.
$
H123
11
DEP.
$
TOTAL $
CHEQUE $
38
25
BAL.
$
84 86
1940
No. 2.
July 28 1941
To G.P. Rigby
Rond Tax
$ 18.00
$
BAL. $
84
86
DEP. $
TOTAL $
CHEQUE $
18
00
BAL $
66
86
1940
No.3,
July 28 1941
To Menjorie Martmesn
$ 100 #
BAL.
$
66
86
DEP.
$
1000
00
TOTAL $
1066
86
CHEQUE $
100
BAL.
$
966
86
1940
No. 4.
sugust 1ˢᵗ d 1941.
To Midley Wilson
$
BAL.
$
966 86
DEP. $
TOTAL $
CHEQUE $
75.63
BAL
$
89123
1940
No. 6.
August 14 1941.
To St. Annis Church
Campoballo
$100 $ #
BAL. $
ibs
23
DEP. $
TOTAL $
CHEQUE $
100
00
BAL. $
791 23
1940
No. 6.
August 15 15ᵗʰ w 1941.
To Horace Mitchell
2
Sacty Trace. of Trusteen
+
$ 22 #
School Tay
BAL.
$
791
23
DEP.
$
TOTAL $
CHEQUE $
57 15
BAL. $
73408
1940
No. 7.
August 15 1941
To A. G. D. Naill
for 5 kint renes
$
BAL.
$
734
08
DEP.
$
TOTAL $
CHEQUE $
94
00
BAL.
$
640 08
1940
No. 8.
sugment, August 15"194 1941
To Linna Calver
⑆
$362. $206.00
"
$ Trhall568.22 Total 568.22
BAL.
$
640.
08
DEP.
$
TOTAL $
CHEQUE $
568
22
BAL.
$
#71
86
I
1940
No.
19
To
$
BAL.
$
DEP. $
TOTAL $
CHEQUE $
BAL. $
1940
Hon. Franklin D. Roosevelt,
The White House,
Fulton Trust Companyof NewYork
Washington, D.C.
My
TRUST DEPARTMENT
FRANKLIN D ROOSEVELT
ARTHUR J MORRIS AND HENRY T HACKETT EXECUTORS OF THE
ESTATE OF SARA DELANO ROOSEVELT DECEASED
SUNDRIES
DATE
ITEM
INCOME
1941
PRINCIPAL
DEC 31
BALANCE
DEBIT
CREDIT
BALANCE
DEBIT
CREDIT
BALANCE
1942
10290 84*
1626 18*
JAN 2
DIV 100 SHS FUL TR CO NY REG 200 EX 50
200 SHS AMER CYANAMID CO COM
250 00
100 SHS PENN WATER & PR CO C GM
30 00
100 00
150 SHS GUARANTY TR CO
68 SHS BANK OF NY
450 00
238 00
CPNS 10M WEST SHORE RR CO 4S/2361 AMORT
11358 84*
10M UNION PAC RR CO 4S/47
M
125 56
74 44
1M NEWPORT NEWS LT & WATER CO 5S/42
125 56
74 44
10M GT NORTHERN RWY CO 4s/46
M
15 70
9 30
DIV 17 SHS US TR CO REG 255. EX 170.
125 56
74 44
1858 80
425 00
100 SHS NO AMER CO 6% PFD
100 SHS WRIGHT HARGREAVES MINES LTD LESS TAX 2 25
75 00
REG 10 EX 5
100 SHS EASTMAN KODAK CO REG 150 EX 100
12 75
PAYT ON PROMISSORY NOTES OF JAMES ROOSEVELT DATED
250 00
4 1 40 AS FOLLOWS PRINC OF NOTE DUE 4 1 42
INTON ABOVE NOTE
416 67
2275 47A
3
DIV 40 SHS AMER CYANAMID CO 5% PFD
187 50
12701 47A
100 SHS UNION CARBIDE & CARBON CORP
5 00
100 SHS CONSUMERS PR CO 4 50 PFD
75 00
5
112 50
CAN. EXCHANGE 9 91% ON CK WRIGHT HARGREAVES MINES LTD
12893 97A
COM PAYABLE IN CAN. FUNDS
1 26
DIV 150 SHS CELANESE CORP OF AMER COM
75 00
REDEMPTION 10000 US SAVINGS BDS DEF SER G 2 1/2S DATED
12967 71*
5 1 42 DUE 5 1 53 AT 100 NET
6
DIV 100 SHS *ITTS FT WAYNE & CHICAGO RR CO PFD
10000 00
12275 47A
7
CK TO FUL TR CO FEE FOR SAFEKEEPING OF SECURITIES & COLL
175 00
13142 71A
OF INC FOR PERIOD 7 1 41 TO 9 7 41
8
DIV 266 SHS MILL CREEK & MINE HILL NAVIGATION & RR CO C @M
162 00
12113 47A
9
DIV 100 SHS CELANESE CORP OF AMER 2ND PFD
332 50
13475 21A
12
350 00
CK RH MACY & CO INC REBATE OF 1941 PURCHASES THRO DA A/C
13825 21
1 29
12114 76*
Fulton Trust Companyop New York
TRUST DEPARTMENT
FRANKLIN D ROOSEVELT ARTHUR J MORRIS AND HENRY T HACKETT EXECUTORS OF THE
ESTATE OF SARA DELANG ROOSEVELT DECEASED
SUNDRIES
DATE
ITEM
INCOME
1942
PRINCIPAL
DEBIT
JAN 12
BALANCE FORWARD
CREDIT
BALANCE
DEBIT
CREDIT
BALANCE
PRO 20 SHS UNITED AIRCRAFT CORP 5% PFD 200 RTS AT 4/32
13825 21*
12114 76#
25. LESS TAX 1. COMM 2. SERF .01
13
CKS PAYT OF BILLS
21 99
12136 75*
D F BENNET MD SERVICES DURING JULY & AUG
96 35
W V FRIES INC BILL AUG 31
630
H C RICKETSS BILL AUG 23
1 31
COLONY GARAGE INC BILL OCT 1
1060
ANDREW MURRAY GRAVE MARKER & INSCRIPTION
15
300 00
DIV 500 SHS AMER TEL & TEL CO C @M
414 56
11722 19*
80 SHS NORTHERN CENTRAL RY CO COM
1125 00
20
DIV 100 SHS CAROLINA CLINCHFIELD & OHIO RR CO COM
160 00
15110 21#
23
CK TO HAVEY & WILSON EASTPORT ME BILL FOR SEED BOUGHT
125 00
15235 21A
5 8 41
24
DIV 100 SHS El DU PONT & CO PFD
2 00
11720 194
26
DIV 3000 SHS GENERAL ELECTRIC CO COM
112 50
15347 71*
1050 00
16397 71A
Hon. Franklin D. Roosevelt,
Sprate
The White House,
Fulton Trust NewYork
Weshington, D. C.
TRUST DEPARTMENT
FRANKLIN D ROOSEVELT ARTHUR J MORRIS AND HENRY T HACKETT EXECUTORS OF THE
ESTATE OF SARA DELANO ROOSEVELT DECEASED
SUNDRIES
DATE
ITEM
INCOME
PRINCIPAL
1942
DEBIT
CREDIT
BALANCE
DEBIT
CREDIT
BALANCE
JAN 31
BALANCE
16397 714
FEB 2
11720 19
CPNS 11000 COLUMBUS & TOLEDO RR CO 48/55
174 78
16572 49
*
CPNS 11000 COLUMBUS k TOLEDO RR CO 48/55 AMORT
(Acc. Int to
(9/7/41)
45 22
11765 41
DI V 100 SHS ATCHISON TOPEKA & SANTA FE RWY CO PFD 5%
NON-CUMU PAR 100
250 00
16822 494
DIV 200 SHS GENERAL MOTORS CORP PREFERRED 5 00
250 00
3
17072 49
DIV 200 SHS CONSOLIDATED EDISON CO OF NY PFD 5 00 CUM
250 00
17322 49*
4
4/1/42 PAYMENTS ON NOTE OF JAMES ROOSEVELT DATED 4/1/40 DUE
INTEREST
416 67
12182 08
5
NEW YORK TITLE & MORTGAGE CO - SERIES N-95
187 50
17509 99
INTEREST FOR 3 MONTHS TO 1/1/42 AT 32% ON MORTGAGE CERTIF
46 02
PAYMENT ON A/C OF PRINCIPAL ON ABOVE
17556 01
10 67
12192 75
6
CHECK TO THE ORDER OF PARSONS LAUNDRY CO INC IN PAYMENT
FOR SERVICES IN LAUNDERING CURTAINS ON 11/8/41
16
DIV 500 SHS GENERAL FOODS CORP COM
27 22
250 00
12165 53
100 SHS AMER CAN CO COM
100 00
17906 01*
cK Te NY STATE UNEMPLOYMENT INS FUND PAYT OF AN ADDITIONAL
AMOUNT DUE FOR FIRST QUARTER PERIOD OF 1941
17
DIV 100 SHS SHERWIN WILLIAMS CO COM
49
12165 04*
18
RECD FR CENTRAL HANOVER BK & TR CO TRUSTEE U/W F H DELANO
75 00
17981 01*
FOR SARA D FORBES RE FINAL PAYT OF NET INCOME COLLECTED
ON MTGE PARTICIPATIONS ACCRUED AFTER 9 7 41
255 60
18236 61*
Fulton Trust CompanyofNowYork
TRUST DEPARTMENT
FRANKLIN D ROOSEVELT ARTHUR J MORRIS AND HENRY T HACKETT EXECUTORS OF THE
ESTATE OF SARA DELANO ROOSEVELT DECEASED
SUNDRIES
DATE
ITEM
INCOME
1942
PRINCIPAL
DEBIT
CREDIT
FEB 18
BALANCE FORWARD
BALANCE
DEBIT
CREDIT
BALANCE
RECD FR CENTRAL HANOVER BK & TR CO TRUSTEE U/W F H DELANO
18236 61*
12165 04*
FOR S D FORBES PAYT OF FINAL CASH DISTRIBUTIONS IN
SETTLEMENT OF THE TRUST
SH IN CASH PRINC
81 36
PLUS INCOME AS OF 9 7 41 1/3
SH
1039 15
PLUS ACCRUED INC ON
2268 49 PART. IN CTF 208403
9 47
ARREARS
23 19
1923 43 PART IN CTF 212228
9 62
5270 89 PART IN
N 95
33 82
5000
212120
26 67
6000
#
N 69
42 58
1666 67
#
SERIES N 82
12 22
2333 33
#
N 92
8 56
5000 00
R
#
N 98
1833
184 46
LESS TRUSTEES COMMS THEREON
7-32
177.14
1216 29
LESS PAID ON A/C ON 12 24 41
698.50
517_79.
20
DIV 100 SHS US STEEL CORP PFD The
599 15
21
BAYT ON A/C PRINC OF MTGE CERTIFICATE IN SERIES 200987
175 00
18411 61*
599 15
12764 19*
RE SH IN PROCEEDS OF SALE OF PART OF PPTY SECURING MTGE
28
DIV 300 SHS LOUISVILLE & NASHVILLE RR CO COM
133 33
12897 52*
600 00 00
19011 61*
Hon. Franklin D. Roosevelt,
Fulton Trust Companyof NewYork
file
The whi te House,
Washington, D.C.
TRUST DEPARTMENT
JNDP
FRANKLIN D ROOSEVELT ARTHUR J MORRIS AND HENRY T HACKETT EXECUTORS OF THE
Estate
ESTATE OF SARA DELANO ROOSEVELT DECEASED
SUNDRIES
DATE
ITEM
INCOME
1942
PRINCIPAL
DEBIT
CREDIT
BALANCE
FEB 28 BAL ANCE
DEBIT
CREDIT
BALANCE
19011 61*
MAR 2
12897 52*
CPNS 6M AMER TEL & TEL CO 3 8/56
T AMORT
#6 50
19M NY CITY OF 4 1/48/60 AMORT
3 50
388 06 06
6M NY CITY OF 4 1/48/60 AMORT
15 69
122 55
19608 72*
DIV 100 SHS LIFE SAVERS CORP
4 95
12921 66*
40 00
100 SHS CATERPILLAR TRACTOR CO
50 00
19698 72*
TELEPHONE CALLS TO POUGHKEEPSIE SEPT 7TH 1941 TO DATE
6 25
19692 47*
3
DIV 400 SHS AMER TOBACCO CO COM
400 00
TO INC A/C FOR CHARGE OF 3 2 42 FOR TELEPHONE CALLS
20092 47*
6 25
a
FROM PRINC A/C AS PER DEBIT OF TO DAY
625
ATTACHED CK TO STATE TAX COMM DATED FEBY 20/42 RE PAYT
ON A/C NEW YORK STATE INHERITANCE TAX ON ESTATE OF
SARA D ROOSEVELT DECD
45600 00
PRO 40M USA TREAS BILLS DUE MAR 11 42 WITHOUT INT.
DISCOUNT OF 28/100 OF 1% FR DATE OF PURCHASE TO DATE OF
39971 69
7287 10*
DELIVERY
4
26 09
20124 81*
DIV 100 SHS F W WOOLWORTH CO
40 00
20164 81*
,
RECD FROM JAS ROOSEVELT PAYT ON PROMISSORY NOTES DATED
4 1 40
416 67
7703 77*
ON PRINC OF NOTE DUE 4 1 42
INT ON ABOVE NOTE
18750
20352 31*
11
DIV 100 SHS SEARS ROEBUCK & CO
75 00
DISCOUNT FR DATE OF PURCHASE TO DUE DATE ON 10M US TREAS
BILLS DUE 3/11/42
7 08
20434 394
ORIGINAL PURCHASE PRICE OF 10M US TREAS. BILLS DUE
MAR 11 42
9992 92
17696 69A
Fulton Trust Companyof. NewYork
TRUST DEPARTMENT
FRANKLIN D ROOSEVELT ARTHUR J MORRIS AND HENRY T HACKETT EXECUTORS OF THE
ESTATE OF SARA DELAN ROOSEVELT DECEASED
SUNDRIES
DATE
1942
ITEM
INCOME
PRINCIPAL
MAR 11 BALANCE FORWARD
DEBIT
CREDIT
BALANCE
DEBIT
CREDIT
BALANCE
12
DIV 200 SHS GENERAL MOTORS CORP COM
20434 394
17696 694
100 00
20534 39*
13
DIV 100 SHS NATIONAL STEEL CORP
75 00
20609 39*
PAYMENT OF INT DUE 2/1/42 ON CIF IN MTGE #208403 COVERING
2505 AQUEDUCT AVE BRONX
22 93
PAYMENT ON A/C OF PRINCIPAL ON ABOVE
20632 324
*
11 65
17708 34*
14
DIV 300 SHS E.I. DU PONT DE NEMOURS & CO
CHECK TO COLLECTOR OF INTERNAL REVENUE PAYT OF FULL 1941
375 00
FEDERAL INCOME TAX FOR PERIOD SEPT 7 - - DEC 31ST
1629 55
CHECK TO COLLECTOR OF INTERNAL REVENUE PAYT OF FULL 1941
19377 77*
FEDERAL INCOME TAX OF SARA D. ROOSEVELT FOR PERIOD PRIOR TO
EATH
12482 62
5225 72+
16
DIV 200 SHS SOCONY VACUUM OIL CO INC
100 SHS AMERICAN CHICLE CO
50 00
100 00
19527 T7*
17
DISCOUNT TO DUE DATE ON 10M U.S. OF AMER. TREAS. BILLS
DATED 12/31/41 DUE 3/17/42
ORIGINAL COST OF 10M U.S. OF AMER TREAS BILLS DATED 12/31/41
5 30
19533 074
DUE 3/17/42
18
CK TO W W LUCKEY PAYT OF ESTATES SH OF ADDL PREMIUM ON
9994 70
15220 42+
WORKMENS COMPENSATION POLICY PREM DUE 145 92
PRESIDENTS SH 288%
42 02
19
INT ON MTGE ON 424 8 E 52ND ST NYC
103 90
15116 52*
20
DIV 115 SHS US STEEL CORP COM
1737
19550 44*
115 00
19665 44*
Fulton Trust Companyop NewYork
TRUST DEPARTMENT
FRANKLIN D ROOSEVELT ARTHUR J MORRIS AND HENRY T HACKETT EXECUTORS OF THE
ESTATE OF SARA DELAN# ROOSEVELT DECEASED
SUNDRIES
DATE
1942
ITEM
INCOME
PRINCIPAL
MAR 20
BALANCE FORWARD
DEBIT
CREDIT
BALANCE
DEBIT
CREDIT
BALANCE
21
CK TO H D KNOX & CO PAYT OF BILL 3 18 42 FOR APPRAISAL
19665 44*
15116 524
OF MTGE PARTICIPATION CERTIFICATE
23
NOTARY FEE 2 ACKNOWLEDGEMENTS
50 00
15066 52*
50
30
19664 94*
CHARGE FOR PREPARATION OF 1941 I NCOME TAX RETURNS
*
PERIOD PRIOR TO DEATH
50.
ARER DEATH TO 12 31 41
25.
75 00
14991 52*
31
DIV 150 SHS KENNECOTT COPPER CORP EX@ 37 50
200 SHS PUBLIC SERVICE CORP OF N.J.
75 00
100 SHS NATL SUPPLY CO OF PENNA: 52% PRIOR PFD
60 00
100 SHS AMERICAN RADIATOR & STANDARD SANITARY CORP
137 50
150 SHS CELANESE CORP OF AMERICA
15 00
DIV 100 SHS SINGER MFG CO EX. 150.
75 00
20027 44*
100 SHS LONE STAR CEMENT CORP
300 00
75 00
20402 44*
file SNR Estate
Hon. Franklin D. Roosevelt,
The White House,
Washington, D.C.
Fulton Trust Companyof NewYork
TRUST DEPARTMENT
FRANKLIN D ROOSEVELT ARTHUR J MORRIS AND HENRY T HACKETT EXECUTORS OF THE
ESTATE OF SARA DELANO ROOSEVELT DECEASED
SUNDRIES
DATE
ITEM
INCOME
1942
PRINCIPAL
DEBIT
CREDIT
AR 31
BALANCE
BALANCE
DEBIT
CREDIT
BALANCE
APR 1
DIV 100 SHS FULTON TRUST CO OF NY
20402 44*
14991 52+
DIV 100 SHS U.S. GYPSUM CO
200 00
20602 44*
100 SHS UNION PACIFIC R.R. 8 PFD 4%
50 00
100 SHS PENNA WATER & POWER CO
200 200 00
200 SHS AMERICAN CYANAMID CO
100 00
100 SHS CELANESE CORP OF AMER 7% 2ND PFD
30 30 00
68 SHS BANK OF NY
175 00
150 SHS GUARANTY TRUST CO
238 00
17 SHS U.S. TRUST CO N.Y. N.Y.
450 00
CPNS 2M PENNA R.R. CO CONV. DEB 348/52 T
255 00
2
DIV 100 SHS EASTMAN KODAK CO
32 50
22132 94%
65 SHS AMERICAN CYANAMID CO 5% PREF
150 00
8 12
22291 06*
3
DIV 100 SHS CONSUMERS POWER CO 4:50 PFD#
100 SHS UNION CARBIDE k CARBON CORP
112 50
100 SHS NORTH AMERICAN CO PFD. 6%
75 00
100 SHS WRIGHT HARGREAVES MINES LTD. 10. LESS 15% CAN
75 00
7
TAX 1.50
8
DIV 100 SHS PITTSBURGH FT WAYNE & CHICAGO RY CO PFD 7%
8 50
22562 06*
*
CAN. EX OF 9.91% ON CK FOR 8 50 PAYABLE IN CAN. FUNDS
175 00
22737 06*
WRIGHT HARGREAVES MINING CTD COM
9
84
CK TO STATE TAX COMM FULL PAYT 1941 NY STATE INC TAX
22736 22*
FOR PERIOD FR 9/7 TO 12/31/41
PAYTS ON NOTES OF JAMES ROOSEVELT DATED 4 1 40
304 07
BAL ON PRINC OF NOTE DUE 4 1 42
INTEREST ON ABOVE NOTES
416 63
CK TO STATE TAX COMM FULL PAYT 1941 NY STATE INC. TAX
187 54
22619 69*
*
FOR THE PERIOD FROM 1/1 TO 9/7/41
1867 30
13540 85*
Fulton Trust Companyof NewYork
TRUST DEPARTMENT
FRANKLIN D ROOSEVELT ARTHUR J MORRIS AND HENRY T HACKETT EXECUTORS OF THE
ESTATE OF SARA DELANO ROOSEVELT DECEASED
SUNDRIES
DATE
ITEM
INCOME
1942
PRINCIPAL
APR 9
BALANCE FORWARD
DEBIT
CREDIT
BALANCE
DEBIT
CREDIT
BALANCE
13
CKECKS ISSUED PAYT OF BILL INCURRED BY SARA D ROOSEVELT
22619 694
13540 85*
AS FOLLOWS
S C BISHOP ESTATE OF EASTPORT MAINE BILL FOR MEATS
AND GROCERIES TO 8 22 41
OTTO C MICHAELIS INC BILL OF 6 30 41 FOR PLUMBING AT
36 32
47 EAST 65TH ST
7 25
13497 28*
15
DIV 500 SHS AMERICAN TEL. & TEL: CI
CPNS 20M U.S. OF AMERICAN TREAS: 328/43-45
1125 00
325 00
SUBSCRIPTION TO 10M U.S. OF AMERICA 1/2% TREAS CTFS OF
24069 69*
A
INDEBTEDNESS DATED 4/15/42 DUE 11/1/42 AT 100 NET
20
DIV 100 SHS CAROLINA CLINCHFIELD & OHIO RR CO COM
10000 00
3497 28*
TWO NOTARY ACKNOWLEDGEMENTS
125 00
21
50
CK OF RUSSELL C CLARK IN FULL PAYT OF NOTE OF R C CLARK
24194 194
TO ORDER OF THE EXECUTORS OF THE ESTATE OF S D ROOSEVELT
DECD WITH INT TO DATE
ACCRUED INT AT 4% FROM 12/15/41 TO 4/21/42 ON ABOVE
21123 63
24620 91*
NOTE PAID 4/21/42
23
NOTARY FEE
298 07
24492 26*
25
DIV 100 SHS EI DU PONT . CO PFD
25
24492 01*
112 50
3000 SHS GENERAL ELEC CO COM
1050 00
25654 514
29
CHECK ISSUED TO ORDER OF STATE TAX COMMISSION IN PAYMENT
OF BALANCE OF N.Y. ESTATE TAX
431 29
24189 624
Hon. Franklin D. Roosevelt,
The White House,
Fulton Trust Companyof NewYork
Washington, D.C.
TRUST DEPARTMENT
FRANKLIN D ROOSEVELT ARTHUR J MORRIS AND HENRY T HACKETT EXECUTORS OF THE
ESTATE OF SARA DELANO ROOSEVELT DECEASED
SUNDRIES
DATE
1942
ITEM
INCOME
PRINCIPAL
DEBIT
BALANCE
CREDIT
APR 29
BALANCE
DEBIT
CREDIT
BALANCE
25654 514
24189 624
MAY 1
DIV 200 SHS CONSOLIDATED EDISON CO OF NY PFD 5:
250 00
200 SHS GENERAL MOTORS CORP PFD 5;
250 250 00
CPN 20M MEMPHIS UNION STATION CO 1ST 58/59
500 00
1M NEW YORK CITY OF CORP STK FOR CONSTR: OF RAPID
TRANSIT RR 43/58
20 00
9M NEW YORK CITY OF CORP STK VARIOUS 48/58
180 00
26854 514
4
PROCEEDS 6M AMERICAN TEL. & TEL. CO 3% CONV. DEB DUE 9/1/56
AT 106 ** 6397.50 LESS TAX 3. LESS COMM 15. LESS SERF .14
R
6379 36
30568 98*
INTEREST 2 MOS 3 DAYS
31 50
26886 01*
11M COLUMBUS & TOLEDO R.R. CO FIRST 4% DUE 8/1/55 AT
112 2 12375. LESS TAX 5.50
INTEREST 3 MOS 3 DAYS
12369 50
42938 48*
113 67
26999 684
1M CORPORATE STOCK OF THE CITY OF NY FOR CONSTRUCTION OF
RAPID TRANSIT R.R. 4% DUE 11/1/58
9M CORPORATE STOCK OF THE CITY OF NEW YORK VARIOUS 4% DUE
11/1/58 AT 113 -4 11325.
11325 00
54263 48*
INTEREST 3 DAYS
3 33
27003 014
6M CORPORATE STOCK OF THE CITY OF NY 44% DUE 9/1/60
19M CORPORATESTOCK OF THE CITY OF NY TO PROVIDE FOR THE
SUPPLY OF WATER 44% DUE 9/1/60 AT 117g
29281 25
83544 73+
INTEREST 2 MOS 3 DAYS
185 94
27188 95*
20M CORPORATE STOCK OF THE CITY OF NY TO PROVIDE FOR THE
SUPPLY OF WATER 44% DUE 6/1/74
5M CORPORATE STOCK OF THE CITY OF NY FOR CONSTR. OF RAPID
TRANSIT R.R. 44% DUE 6/1/74 AT 122 g
30531 25
114075 98*
INTEREST 5 MOS 3 DAYS
451 56
27640 51*
Fulton Trust Companyop NewYork
TRUST DEPARTMENT
FRANKLIN D ROOSEVELT
ARTHUR J MORRIS AND HENRY T HACKETT EXECUTORS OF THE
ESTATE OF SARA DELANO ROOSEVELT DECEASED
SUNDRIES
DATE
ITEM
INCOME
1942
PRINCIPAL
DEBIT
CREDIT
MAY 4
BALANCE
BALANCE FORWARD
DEBIT
CREDIT
BALANCE
27640 51*
PROCEEDS -100 SHS E.I. DUPONT DE NEMOURS k CO 4.50 CUM PFD
114075 98*
AT 121 14 12125: LESS TAX 10. LESS COMM: 35: LESS SERF 25
PRO- 100 SHS PITTSBURGH FORT WAYNE & CHICAGO RWY CO 7% PFO
12079 75
AT 166 s 16650. LESS TAX 10. LESS COMM 35:
6
NT FOR APRIL 1942 ON NOTES OF JAMES ROOSEVELT
16605 00
142760 734
DATED APRIL 1 1940 AND TOTALING 40000.
PAYT OF SUBSCRIPTION TO 50000 USA TREAS BILLS 5 6 42
166 "
27807 174
DUE 8 5 42 AT 99.912 35/100 OF 1% BASIS
A
7
AYT A/C INT ARREARS AT HYDE PARK NY AS FOLLOWS
49956 00
92804 734
BAL 2 5 39 INST
29 99
ON A/C 8 5 39
30 01
8
PRO 200 SHS GENERAL MOTORS CORP PFD AT 123 5/8 24725-*
60 00
92864 734
LESS TAX 20 LESS COMM 70- LESS SERF -50
13
INT ON MTGE ON 144 50 W 86 ST-+
24634 50
117499 234
PAYT ON A/C PRINC ON ABOVE PPTY
45 92
27853 09+
PAYT OF SUBSCRIPTION TO 60000 USA TREAS BILLS DATED
10 67
5 13 42 DUE 8 12 42 AT A DISCOUNT OF 35/100 OF 1% 99.912
59947 20
57562 70*
15
DIV 500 SHS GENERAL FOODS CORP
100 SHS AMERICAN CAN CO
200 00
100 00
28153 094
16
DIV 100 SHS SHERWIN WILLIAMS CO
20
75 00
DIV 100 SHS UNITED STATES STEEL CORP PFD Th
28228 094 28228 094
PAYT OF ALLOTMENT OF 50000 USA BILLS DATED 5 20 42 DUE
175 00 175 00
28403 09*
8 19 42 AT 99.912 35/100 OF 1% BASIS
49956 00
7606 70*
29
DIV 100 SHS CATERPILLAR TRACTOR CO
IN TAL MEDICARY LOTAIL
50 00
28453.09*
Hon. Franklin D. Roosevelt,
The White House,
Fulton Trust CompanyofNewYork
Washington, D.C.
TRUST DEPARTMENT
FRANKLIN D ROOSEVELT ARTHUR J MORRIS AND HENRY T HACKETT EXECUTORS OF THE
ESTATE OF SARA DELANO R008EVELT DECEASED
SUNDRIES
DATE
INCOME
ITEM
PRINCIPAL
1942
DEBIT
CREDIT
BALANCE
DEBIT
CREDIT
BALANCE
MAY 29
AL ANCE
28453 09*
7606 704
JUNE 1
DIV 400 SHS AMERICAN TOBACCO CO
300 00
100 SHS LIFE SAVERS CORP
40 00
100 SHS F.W. WOOLWORTH CO
4000
28833 09*
2
CHECK ON #1 IN PAYMENT OF INTEREST DUE 6/1/42 ON NOTE OF
JAMES R00SEVELT DUE APRIL 1 1943
166 66
66
28999 75*
4
DIV 1000 SHS CITY & SUBURBAN HOMES CO COM
300 00
00
A
INT ON MTGE ON 46 52 BROAD ST M 46 50 NEW ST NYC
43 75
29343 50* 50*
9
INTEREST ON MTGE ON PPTY HYDE PARK NY
50 00
29393 50+
INT ON MTGE ON 2505 AQUEDUCT AVE
22 43
29415 93* 29415
CHECK ISSUED TO ORDER OF F.L.MALLORY IN PAYT OF FEE FOR
APPRAISING PROPERTY AT CAMPOBELLO 20:00 EXPENSES 11.50
31 50
PAYMENT ON A/C OF PRIN ON 2505 AQUEDUCT AVE BRONX
20 39
7595 59*
11
DIV 100 SHS SEARS ROEBUCK & CO
75 00
29490 934
12
DIV 200 SHS GENERAL MOTORS CORP
100 00
29590 934
CHECK OF 0: RUNDLE GILBERT REPR NET PROCEEDS OF SALE OF
CERTAIN CONTENTS OF HOUSE AT 47/9 E: 65TH ST
736 28
8331 874
15
DIV 300 SHS STANDARD OIL CO OF NJ EXTRA 150g
200 SHS UNITED AIRCRAFT CORP
300 00
200 00 00
100 SHS AMERICAN CHICLE CO EXTRA 50.
150 00 00
300 SHS E.I. DU PONT DE NEMOURS & CO
300 00 00
30540 934
TRAN SFERRED TO A/C OF F.D. ROOSEVELT REPR PROCEEDS OF SALES
OF CERTAIN CONTENTS OF 47 E 65TH ST IN PAYT ON A/C OF SHARE
IN THE RESIDUARY ESTATE
736 28
7595 594
Fulton Trust Companyop NewYork
TRUST DEPARTMENT
FRANKLIN D ROOSEVELT
ARTHUR J MORRIS AND HENRY T HACKETT EXECUTORS OF THE
ESTATE OF SARA DELANO ROOSEVELT DECEASED
SUNDRIES
DATE
ITEM
INCOME
PRINCIPAL
1942
DEBIT
CREDIT
BALANCE
DEBIT
CREDIT
BALANCE
JUNE 15
BALANCE FORWARD
30540 934
7595 594
16
DIV 100SHS NATIONAL STEEL CORP
18
INT ON 424 E 52 ST
75 00
30615 934
*
1036
30626 29*
PAYT 9N A/C PRI NC ON ABOVE
19
28 84
7624 43*
K TO W W LUCKEY PAYT OF INSURANCE PREMIUMS ON POLICI ES
COVERING HYDE PARK ESTATE AS FOLLOWS
FID & DEPOSIT CO POL 1198822 FOR 3 YRS TO 5 22 45 69 70
US FID & GUAR POL AC434607 FOR 1 YR TO 5 22 43 133 81
A
HOME
POL 31505 FOR 3 YRS TO 6 1 45
285 19
AETNA
POL 21572 FOR 3 YRS TO 6 1 45
285 19
US FID & GUAR POL SCH55617 FOR 3 YRS TO 6 12 45
32 40
806 29
29820 00*
20
DI V 115 SHS UNITED STATES STEEL CORP COM
115 00
29935 00*
29
*
SAFEKEEPING OF SEC & COLL OF INC FOR 6 MOS TO JUN 30/42
854 00
6770 43*
DIV 300 SHS THE PENNA RR CO
300 00
29235 00+
INT ON MTGE ON 235 CENTRAL PARK WEST NYC
75 00
29310 004
30
*
DIV 150 SHS KENNECOTT COPPER CO RP SPEC 37:50
75 00
29385 00+
DIV 100 SHS SINGER MFG CO EXTRA 150.
100 SHS LONE STAR CEMENT CORP
300 00
75 00
100 SHS NATIONAL SUPPLY CO OF PA 53% SER PRIOR PFD
137 50
29897 50+
HON. FRANKLIN D ROOSEVELT
SDR
THE WHITE HOUSE
Estute
Fulton Trust Companyop NewYork
TRUST DEPARTMENT
WASHINGTON D.C.
FRANKLIN D R00SEVELT ARTHUR J MORRIS AND HENRY T HACKETT EXECUTORS OF THE
CORRECTED STATEMENT
ESTATE OF SARA DELANO R00SEVELT DECEASED
SUNDRIES
DATE
ITEM
INCOME
PRINCIPAL
1942
DEBIT
CREDIT
BALANCE
DEBIT
JUN 20
CREDIT
BALANCE
BALANCE
29
29935 00*
SAFEKEEPING OF SEC & COLL OF INC FOR 6 MOS TO JUN 30/42
7624 43#
854 00
DIV 300 SHS THE PENNA RR CO
6770 434
300
300 00
30235 00*
INT ON MTGE ON 235 CENTRAL PARK WEST NYC
30
75 00
30310 00*
DIV 150 SHS KENNECOTT COPPER CORP SPEC 37 50
75 00
00
30385 00*
100 SHS SINGER MFG CO EXTRA 150.
100 SHS LONE STAR CEMENT CORP
300 00
75 00
100 SHS NATL SUPPLY CO OF PA 5 1/2% SER PRIOR PFD
13750
30897 504
A
Hon. Franklin D. Roosevelt,
The White House,
Fulton Trust Companyop NewYork
Washington, D.C.
TRUST DEPARTMENT
FRANKLIN D ROOSEVELT ARTHUR J MORRIS AND HENRY T HACKETT EXECUTORS OF THE
files
ESTATE OF SARA DELANO ROOSEVELT DECEASED
SUNDRIES
DATE
1942
ITEM
INCOME
PRINCIPAL
BALANCE
DEBIT
CREDIT
BALANCE
DEBIT
JUNE 30
CREDIT
BALANCE
30897 504
6770 434
JULY 1
CPN 10M UNION PACIFIC RR CO 1ST RR & LAND GRANT 48/47
1M NEWPORT NEWS LIGHT k WATER CO 1ST 53/42
200 200 00 00
10M GREAT NORTHERN RWY CO GENL MTGE CONV 48/46 T
25 00 25
10M WEST SHORE RR CO 1ST 48/2351 T
200 200 00
DIV 200 SHS AMERICAN CYANAMID CO
200 00
200
100 SHS CELANESE CORP OF AMERICA 7% 2ND PFD
30 00 30
150 SHS CELANESE CORP OF AMERICA
175 00
100 SHS FULTON TRUST CO OF NY
75 00 75
200
200 00
32002 50*
DIV 68 SHS BANK OF NEW YORK
238 00
238
100 SHS NORTH AMERICAN CO PFD 6%
75 75 00
17 SHS UNITED STATES TRUST CO NEW YORK NY
255 00
150 SHS GUARANTY TRUST CO
450 00
450
100 SHS UNITED STATES GYPSUM CO
50 00 50
100 SHS PENNA WATER & POWER CO
100 00
33170 50*
1M NEWPORT NEWS LIGHT & WATER CO 5% DUE JULY 1 1942
2
1000 00
7770 434
INT ON MTGE ON 4761-79 BROADWAY NYC
DIV 100 SHS WRIGHT HARGREAVES MINES LTD 10. LESS 15% CAN T 1:50
1667
200 SHS PUBLIC SERVICE CORP OF NJ
8 50
100 SHS EASTMAN KODAK CO
40 00
100 SHS CONSUMERS POWER CO 4.50 PFD
150 00 150
CHECK OF JAMES ROOSEVELT IN PAYT OF INTEREST DUE 7/1-42
112 50 112 50
ON NOTE OF JAMES ROOSEVELT DUE 4/1/43
ADJUSTMENT OF CREDIT OF JUNE 9 1942 BEING PART OF INTEREST
166 66
ARREARS OF ALLT MTGE HYDE PARK NY WHICH SHOULD BE
CREDITED TO PRINCIPAL A/C
2
50 00
PAYT A/C INT ARREARS ALLT MTGE HYDE PARK NY AS FOLLOWS
33614 834
BAL 8/5/39 INSTALLMENT 29.99 ON A/C 2/5/40 20.01
50 00
7820 434
5735
Fulton Trust Companyof NewYork
TRUST DEPARTMENT
FRANKLIN D ROOSEVELT ARTHUR J MORRIS AND HENRY T HACKETT EXECUTORS OF THE
ESTATE OF SARA DELANO ROOSEVELT DECEASED
SUNDRE S
DATE
ITEM
INCOME
PRINCIPAL
1942
DEBIT
CREDIT
BALANCE
DEBIT
CREDIT
BALANCE
JULY 2
BALANCE FORWARD
33614 834
7820 43*
3
DIV 65 SHS AMERICAN CYANAMID CO 5% PREF
8 12
100 SHS UNION CARBIDE & CARBON CORP
75 00
INT ON MTGE ON 175 W 9380 ST
75 00
CHECK TO ORDER OF ANNA B EDGAR TAX COLLECTOR IN PAYT OF FIRE
TAXES DUE ON REAL ESTATE CRATED IN TOWN OF HYDE PARK
6
337 60
33435 35*
CAN. EX 0F99.91% ON CK FOR 8 50 PAYABLE IN CAN. FUNDS
WRIGHT HARGREAVES MINING LTD COM B & 00
84
INT ON MTGE ON 307 13 E 72 ST.
*
8
46 67
33481 18*
INT ON MRGE ON HYDE PARK NY BAL 2 5 40
ON A/C 8 5 40
40 00
10 00
7870 43*
9
DIV 266 SHS MILL CREEK & MINE HILLNAVIGATION & RR CO COM
332 332 50 50
33813 68*
15
DIV 80 SHS NORTHERN CENTRAL RWY 8 COMMON GTD PENN R.R:
500 SHS AMERICAN TEL & TEL CO
160 160 00
20
1125 00
35098 684
DIV 100 SHS CAROLINA CLINCHFIELD & OHIO RR CO COM
125 125 00 00
25
35223 68*
DIV 3000 SHS GENERAL ELEC
1050 00
28
36273 68*
CK TO GEO L UPRIGHT TREAS PAYT OF HYDE PARK WATER BILL
LIBRARY FOR PERIOD 12 30 41 TO 6 29 42 ON JAS ROOSEVELT
6 00 6 00
36267 68*
31
CK T6 ORDER GREAT AMER INS CO PAYT OF PREM ON 3000.
WAR DAMAGE INSURANCE COVERING ALLT PPTY AT HYDE PARK NY
MORTGAGED TO ESTATE
3 00
36264 68A
Fulton Trust Companyof NewYork
TRUST DEPARTMENT
FRANKLIN D ROOSEVELT ARTHUR J MORRIS AND HENRY T HACKETT EXECUTORS OF THE
ESTATE OF SARA DELANO ROOSEVELT DECEASED
SUNDRIES
INCOME
PRINCIPAL
DATE
ITEM
1942
DEBIT
CREDIT
BALANCE
DEBIT
CREDIT
BALANCE
JULY31
BALANCE
36264 68 #
7870 43*
AUG 1
INT ON MTGE ON 144-50 W 86TH STREET
4584
36310 52*
PAYMENT ON A/C PRINC ON ABOVE
10 66
7881 09*
3
DIV 200 SHS CONSOLIDATED EDISON CO OF N Y PFD 5.
250 00
100 SHS ATCHISON TOPEKA & SANTA FE RWY CO PFD 5%
250 00
36810 52*
4
PAYMENT ON A/C OF INTEREST ACCRUED TO 9/7/41 DATE OF DEATH
ON MTGE OF MARIE ALLT IN HYDE PARK N Y
60 00
7941 09*
A
5
DISCOUNT FROM DATE OF PURCHASE ON 50M U S OF AMER TREAS
BILLS DATED 5/6/42 DUE 8/5/42
44 00
36854 52*
PURCHASE PRICE OF U S OF AMERICA TREAS BILLS DATED 5/6/42
DUE 8/5/42
49956 00
57897 09*
7
CHECK OF JAMES ROOSEVELT IN PAYMT OF INTEREST DUE 8/1/42
ON NOTE FOR 5000 DUE 4/1/43
166 66
37021 18*
12
DISCOUNT FROM DATE OF PURCHASES ON 60 MUSA
TREASURY BILLS DATED MAY 13 1942 DUE AUG 12 1942
5280
37073 98*
12
PURCHASES PRICE OF 60 M U S A AMERICAN TREASURY BILLS
DATED MAY 13TH 1942 DUE AUG 12 1942
59947 20
117844 29*
15
DIV 100 SHS ANERICAN CAN CO COMMON
75 00
15
DIV 500 SHS GENERAL FOODS CORP COMMON
200 00
37348 98*
17
DIV 100 SHS SHERWIN WILLIAMS CO COMMON
75 00
37423 98*
17
INT ON MTGE 424/8 EAST 52ND STREET N Y C
15 09
37439 074
17
PAYMENT ON ABOVE
7 22
117851 51***
19
PURCHASE PRICE OF 50 M US A OF AMERICA TREASURY BONDS
DATED 5/20/42 DUE AUG 19 1942
49956 00
167807 51***
19
DISCOUNT FROM DATE OF PURCHASE ON 50 M U S OF AMERICA
TREASURY BILLS DATES 5/20/42 DUE AUG 19 1942
44.00
37483 074
**
Fulton Trust Companyop New.York
TRUST DEPARTMENT
FRANKLIN D ROOSEVELT ARTHUR J MORRIS AND HENRY T HACKETT EXECUTORS OF THE
ESTATE OF SARA DELANO ROOSEVELT DECEASED
SUNDRIES
DATE
INCOME
PRINCIPAL
ITEM
1942
DEBIT
CREDIT
BALANCE
DEBIT
CREDIT
BALANCE
AUG 19
BALANCE FWDED
37483 074
167807 51***
AUG 20 DIV 100 SHS UNITED STATES STEEL CORP PFD 7% CUM
AUG 26 CHECK TO THE ORDER OF GUARANTY TRUST CO OF NY IN PYT OF
175 00
37658 07A
DRAFTS ISSUED ON CANADA FOR THE FOLLOWING ITEMS-
$13.10 EVERETT CALDER ROAD SUPERVISION
32.85 THADDEUS CALDER COLLECTOR
12 24
29 94
$55.00 MITCHELL & MC CONNELL
49 79
37566 10*
AUG 28 DIV 300 SHS LOUISVILLE & NASHVILLE R R CO COMMON
900 00
38466 10*
AUG 31 DIV 100 SHS CATERPILLAR TRACTOR CO NO PAR
50 00
38516 10*
Hon. Franklin D. Roosevelt,
The White House,
Fulton Trust Companyof NewYork
Washington, D.C.
TRUST DEPARTMENT
FRANKLIN D ROOSEVELT ARTHUR J MORRIS AND HERNY T HACKETT EXECUTORS OF THE
ESTATE OF SARA DELANO ROOSEVELT DECEASED
SUNDRIES
INCOME
DATE
PRINCIPAL
ITEM
1942
DEBIT
CREDIT
BALANCE
DEBIT
CREDIT
BALANCE
AUG 31
BALANCE
38516 10
167807 51*
SEP 1
DIV 400 SHS AMERICAN TOBACCO CO COMMON B
300 00
38816 10*
SEP 1
DIV 100 SHS F W WOOLWORTH CO COMMON
40 00
DIV 100 SHS LIFE SAVERS CORP
40 00
38896 10*
SEP 2
CHECK OF JAMES ROOSEVELT IN PAYMENT OF INTEREST DUE
SEPT 1 1942 ON 5 000.00 NOTE OF JAMES ROOSEVELT DUE
4/1/43
166 66
39062 76*
SEP 11
DIV 100 SHS SEARS ROEBUCK & CO
75 00
39137 76*
SEP 12
DIV 100 SHS NATIONAL STEEL CORP
DIV 200 SHS GENERAL MOTORS CORP COMMON
75 00
100 00
39312 76*
SEP 14
DIV 300 SHS E I DU PONT DE NEMOURS & CO COMMON
300 00
39612 76*
SEP 14
DUE FED 5 1930 BAL OF 8/5/40
INT ON MTGE MARIE ALLT ET, AL 6% ON PPTY HYDE PARK N Y
50 00
167857 514
SEP 14
CHECK TO ORDER OF GUARANTY TRUST CO OF N Y IN PAYMENT
FOR DRAFT ON CANADA FOR 57.15 TO ORDER OF HORACE MITCHELL
SECRETARY- TREASURER OF TRUSTEES IN PAYMENT OF 1942
SCHOOL TAXES ON PROPERTY IN CAMPOBELLO NVB RATE IS 87 1/4
50 36
39562 40*
SEP 15
DIV 100 SHS AMERICAN CHICLE co COMMON
15
100 00
DIV 200 SHS SOCONY- VACUUM OIL COINC
50 00
39712 40*
19
DIV 115 SHS UNITED STATES STEEL CORP
115 00
39827 404
21
CHECK TO ORDER OF H.D. KNOX k CO IN PAYMENT FOR VALUATIONS
OF MTGE INVESTMENTS AS OF 9/7/42 FOR FEDERAL ESTATE TAX
RETURNS
50 00
167807 51*
Fulton
TRUST DEPARTMENT
FRANKLIN D ROOSEVELT ARTHUR J MORRIS AND HENRY T HACKETT EXECUTORS OF THE
ESTATE OF SARA DELANO ROOSEVELT DECEASED
SUNDRIES
INCOME
PRINCIPAL
DATE
ITEM
1942
DEBIT
CREDIT
BALANCE
DEBIT
CREDIT
BALANCE
SEPT 21
BALANCE FORWARD
39827 40*
167807 51*
22
SUBSCRIPTION -
5000. US TREASURY TAX NOTES TAX SERIES A
AT 100. NET
5000.00
140000. U S TREASURY TAX NOTES TAX SERIES e
AT 100. NET
140000.00
145000 00
22807 51*
24
INT ON MTGE ON 2505 AQUEDUCT AVE
19 53
39846 934
*
PAYT ON A/C OF PRINCIPAL ON ABOVE
x
11 65
22819 164
30
DIV 150 SHS KENNECOTT COPPER CORP EXTRA 75:
112 50
100 SHS NATL SUPPLY CO OF PENNA 52% SER PRIOR PFD
137 50
100 SHS SINGER MFG 8 EXTRA 150,
300 00
150 SHS CELANESE CORP OF AMERICA
75 00
200 SHS PUBLIC SERVICE CORP OF NJ
40 00
100 SHS LONE STAR CEMENT CORP
75 00
40586 93+
file
Hon. Franklin D. Roosevelt,
Fulton Trust Companyof NewYork
The White House,
TRUST DEPARTMENT
Washington, D.C.
FRANKLIN D ROOSEVELT ARTHUR J MORRIS AND HENRY T HACKETT EXECUTORS OF THE
ESTATE OF SARA DELANO ROOSEVELT DECEASED
SUNDRIES
INCOME
PRINCIPAL
DATE
ITEM
1942
DEBIT
CREDIT
BALANCE
DEBIT
CREDIT
BALANCE
SEP 30
BALANCE
40586 934
22819 164
OCT 1
DIV 200 SHS AMERICAN CYANAMID CO
30 00
100 SHS PENNA WATER & POWER CO
100 00
100 SHS UNION PACIFIC RR CO PFD 4%
200 00
100 SHS NORTH AMERICAN CO PFD 6%
7500
17 SHS UNITED STATES TRUST CO NY
255 00
150 SHS GUARANTY TRUST CO
450 00
68 SHS BANK OF NY
238 00
100 SHS FULTON TRUST OF NY
200 00
100 SHS EASTMAN KODAK CO
125 00
100 SHS WRIGHT HARGREAVES MINES LTD 10. LESS 15% CAN
1.50
8 50
100 SHS CONSUMERS POWER CO 4.50 PFD
112 50
CPN 2M PENNA RR CO CONV DEB 3/8/52 T
32 50
42413 43*
2
DIV 65 SHS AMERICAN CYANAMID CO 5% PREF
8 12
100 SHS CELANESE CORP OF AMER 5% 2ND PFD
175 00 00
100 SHS U. S. GYPSUM CO
50 00
100 SHS UNION CARBIDE & CARBON CORP
75 00
42721 55+
5
CHECK OF JAMES ROOSEVELT IN PAYMENT OF INTEREST DUE OCT
1ST 1942 ON NOTE OF 5000. DUE APRIL 1ST 1943
166 66
42888 21*
6
CANADIAN EXCHANGE OF 9.91% ON CHECK FOR 8.50 PAYABLE IN
CANADIAN FUNDS WRIGHT HARGREAVES MINING LTD
84
42887 37A
9
CHECK TO GUARANTY TRUST CO IN PAYMENT OF DRAFT ON NEW
BRUNSWICK CANADA TO ORDER OF J M FLEIVELLING INS AGCY IN
PAYMENT OF BILL FIRE INSURANCE PREMIUM ON NATL POLICY
# 78560 COVERING PROPERTY AT CAMPOBELLO N B PREMIUM 110
PURCHASED @ 12% DI SCOUNT
96 48
42790 89*
Fulton Trust Companyof. NewYork
TRUST DEPARTMENT
FRANKLIN D ROOSEVELT ARTHUR J MORRIS AND HENRY T HACKETT EXECUTORS OF THE ESTATE OF
SARA DELANO ROOSEVELT DECEASED
SUNDRIES
DATE
ITEM
INCOME
PRINCIPAL
1942
DEBIT
CREDIT
BALANCE
DEBIT
CREDIT
BALANCE
OCT 9
BALANCE FORWARD
42790 894
22819 16*
15
DIV 500 SHS AMER TEL k TEL CO
1125 00
43915 894
15
CPN 20M U S OF AMER TREAS 348 DUE 10/15/43-45
325 00
44240 894
17
CHECK TO ORDER OF GUARANTY TRUST CO OF NY FOR DRAFT ON
CANADA FOR INTEREST FROM 9/7/41 ON NEW BRUNSWICK SUCCESSION
DUTY 66.23 PURCHASED AT DISC OF 11g% 58.36
58 36
44182 534
17
CHECK TO ORDER OF GUARANTY TRUST CO OF NY IN PAYMENT FOR
DRAFT ON CANADA TO ORDER OF SUCCESSION DUTY OFFICE IN
1
PAYMENT OF NEW BRUNSWI CK SUCCESSION DUTY ON MET ASSETS IN
NEW BRUNSWI CK 1187.74 CANADIAN FUNDS PURCHASED @ DISC
OF 11g% NET
20
1046 70
21772 46*
DIV 100 SHS CAROLINA CLINCHFIELD & OHIO R R CO
125 00
44307 534
22
CHECK TO ORDER OF GUARANTY TRUST CO OF NY IN PAYMENT OF
275. DRAFT IN CANADIAN FUNDS TO BE USED IN PAYMENT OF
PREMIUMS ON THE FOLLOWING POLICIES COVERING THE FURNITURE
& SUMMER DWELLING LOCATED AT CAMPOBELLO NEW BRUNSWICK
CANADA HARTFORD FIRE INS # 2325 FOR 5000, GR AMER INS
# 117627 FOR 2500. NORWICH UNION FIRE INS # 10240586
t
2500,
241 31
24
44066 22#
DIV 3000 SHS GENL ELEC CO
1050 00
45116 224
R
2M MTGE MARIE ALLT ETAL 6% ON PPTY HYDE PARK NY DUE 2/4/30
2/5/41 INT 60. ON A/C 8/5/41 INT 40.
100 00
21872 46*
Fulton Trust CompanyofNewYork
TRUST DEPARTMENT
FRANKLIN D ROOSEVELT ARTHUR J MORRIS AND HENRY T HACJETT EXECUTORS OF THE
ESTATE OF SARA DELANO ROOSEVELT
DECEASED
SUNDRIES
DATE
INCOME
PRINCIPAL
ITEM
1942
DEBIT
CREDIT
BALANCE
DEBIT
CREDIT
BALANCE
OCT 30
BALANCE
45116 22+
21872 46*
NOV 2
CPN 10M U S OF AMERICAN CTFS OF INDEB SER A /42
27 40
de
20M MEMPHIS UNION STATEION CO 1ST 58/59
500 00
45643 624
X
NOV 2
REDEMPTION OF 10M U S OF AMER CERTIFICATES OF INDEBTEDNESS
SERIES A DUE NOV 1ST 1942 GT
10000 00
31872 46*
NOV 4
DIV 200 SHS CONSOL EDI SON CO OF NY PFD 5. CUM:
250 00
45893 624
NOV 6
PAYMENT ON A/C OF PRINC AT 144-150 w 86TH ST N Y /45
10 67
31883 134
6
INT ON MTGE ON 144-50 W 86TH ST /45
4574
45939 364
9
INT DUE NOV 1 1942 ON NOTE OF JAMES ROOSEVELT FOR 5000.
DATED APR 1 1940 DUE APR 1 1943
166 66
46106 024
NOV 12
CK OF JAMES ROOSEVELT IN PAYT OF THE FOLLOWING NOTES DATED
4/1/40 TO THE ORDER OF SARA D ROOSEVELT
5000 DUE 4/1/43
5000 DUE 4/1/44
5000 DUE 4/1/45
5000 DUE 4/1/46
5000 DUE 4/1/47
25000 00
56883 134
CK TO MARY PGARRISON FOR ORGANIST AND CHOIR AT FUNERAL
SERVICES
31 50
56851 634
16
DIV 100 SHS SHERWIN WILLIAMS co
75 00
46181 02*
*
DIV 500 SHS GENERAL FOODS CORP
200 200 00
46381 024
DIV100 SHS AMERICAN CAN CO
75 00
46456 024
*
19
CK TO THE RECTOR WARDENS AND VESTRYMEN OF ST JAMES CHURCH
HYDE PARK N Y IN PAYT IN FULL OF LEGACY BEQUEATHED IN
THE WILL
5000 00
51851 634
DIV 100 SHS UNITED STATES STEEL CORP PFD Th
175 00
46631 024
*
Hon. Franklin D. Roosevelt,
Fulton Trust CompanyofNewYork
The white House,
TRUST DEPARTMENT
Washington, D. C.
FRANKLIN D ROOSEVELT ARTHUR J MORRIS AND HENRY T HACJETT EXECUTORS OF THE
ESTATE OF SARA DELANO ROOSEVELT DECEASED
SUNDRIES
DATE
INCOME
ITEM
PRINCIPAL
1942
DEBIT
CREDIT
BALANCE
DEBIT
CREDIT
BALANCE
NOV 20
BALANCE FORWARD
46631 02*
51851 63A
20
NOTARY FEE
50
46630 52*
*
CK TC COLLECTOR OF INTERNAL REVENUE 14TH DISTRICT NEW
YORK IN PAYT IN FULL OF FEDERAL ESTATE TAX
TOTAL TAX IS
185047.99
LESS PD BY TENDER OF US TREAS TAX
NOTES
145156.00 39891.99
TAX NOTES CONSIST OF 5000. SER A 1945 AND 140000. SER C
1945 PLUS EARNED INT OF156.
39801 99
11959 64*
FROM PRINC A/C AS PER DEBIT OF TODAY
156 00
46786 524
*
TRANS TO INC A/C REPR INT EARNED ON 145000 TAX NOTES USED
TO PAY PART OF FEDERAL ESTATE TAX OUT OF PRINCIPAL
156 00
11803 64*
21
DIV 200 SHS DOUGLAS AIRCRAFT CO INC
NOV 30
1000 00
DIV 100 SHS CATERPILLAR TRACTOR CO
47786 524
50 00
47836 524
Fulton Trust Companyop NewYork
TRUST DEPARTMENT
FRANKLIN D ROOSEVELT ARTHUR J MORRIS AND HENRY T HACKETT EXECUTORS OF THE
ESTATE OF SARA DELANO ROOSEVELT DECEASED
SUNDRIES
DATE
1942
ITEM
INCOME
PRINCIPAL
NOV 30
BALANCE
DEBIT
CREDIT
BALANCE
DEBIT
CREDIT
BALANCE
DEC 1
DIV 100 SHS F w WOOLWORTH CO
47836 52+
11803 64*
100 SHS LIFE SAVERS CORP SPEC 40.
40 00
1
DIV 400 SHS AMER TOBACCO CO
80 00
47956 52+
3
300 00 300
48256 52+
INT ON MTGE PPTY HYDE PARK N Y
BAL 8/5/41 INT.
20.00
ON A/C 2/5/42 INT 30.00
INT ON MTGE 46-52 BROAD ST & 46-50 NEW ST NYC
19 34
30 66
11834 304
5
3750 37
48313 364
DIV 1000 SHS CITY & SUBURBAN HOMES CO
X
DEC 7
INT ON MTGE ON 424-8 E 52ND ST N Y C /46
300 300 00
48613 36*
CK OF JAMES ROOSEVELT IN PAYT OF INT FROM 11/1/42 TO 11/
22 02
SARA DELANO ROOSEVELT
12/42 ON 40000; NOTES OF JAMES ROOSEVELT TO THE ORDER OF
PAYT ON A/C OF PRINC AT 424-428 E 52ND ST N Y /46
66 67
48702 95+
DEC 9
RECD FROM FRED A DELANO OF LYMAN DELANO TRUSTEES OF THE
7 22
11841 521
FAIRHAVEN HOMESTEAD FUND IN PAYT OF SHARE IN SETTLEMTNT
OF THE TRUST AS PER RECEIPT AND RELEASE AND ACCOUNT
11
DIV 100 SHS SEARS ROEBUCK & CO 75.00 EXTRA 125.00
11729 62
13571 14*
12
DIV 100 SHS NATIONAL STEEL CORP
200 00
48902 05*
*
DIV 200 SHS GENERAL MOTORS CORP
75 00 75
INT ON MTGE 2505 AQUEDUCT AVE
100 100 00
PAYT ON A/C OF PRINC ON ABOVE
2220
49099 25*
14
DIV 300 SHS Eal: DU PONT DE NEMOURS & CO;
9 94
23581 08*
15
DIV 300 SHS STANDARD OIL CO OF N J EXTRA 150.00
300 00
300
49399 25+
DIV 100 SHS AMERICAN CHICLE CO EXTRA 50,00
300 00
300
16
150 00
150
DIV 200 SHS UNITED AIRCRAFT CORP
49849 254
19
DIV 115 SHS UNITED STATES STEEL CORP
400 00 00
50249 25*
21
DIV 300 SHS PENNSYLVANIA R R CO
115 00 115 00
50364 25+
450 450 00 00
50814 25H
Hon. Franklin D. Foorevelt,
the White House,
Reshington, D. C.
TRUST DEPARTMENT
FRANKLIN D ROOSEVELT ARTHUR J MORRIS AND HENRY T HACKETT EXECUTORS OF THE
ESTATE OF SARA DELANO ROOSEVELT DECEASED
SUBDRIES
DATE
1942
ITEM
INCOME
PRINCIPAL
DEBIT
CREDIT
BALANCE
DEC 21 BAL ANCE FORWARD
DEBIT
CREDIT
BALANCE
22
DIV 100 SHS SOUTHERN PACIFIC CO
50814 25+
23581 0st
23
DIV 200 SHS PUBLIC SERVICE CORP
100 00 00
50914 254
24
DIV 100 SHS SINGER MFG 8 150.00 EXTRA 150.00
50 00
50964 254
28
DIV 150 SHS KENNECOTT COPPER CORP 37.50 SPEC 150.00
300 00 00
DIV 100 SHS AMERICAN RADIATOR & STANDARD SANITARY CORP
187 50
51451 754
DIV 300 SHS LOUISVILLE & NASHVILLE R R CO
DIV 100 SHS LONE STAR CEMENT CORP 75.00 YR END 25.00
15 00
100 00
2333.33 NYT & MTG CO ON 307-13 E 72 ST
600 00
29
DIV 100 SHS NATIONAL SUPPLY CO OF PENNSYLVANIA
2667
52193 42+
30
6 M NYT & MTG CO 6% ON 235 CENTRAL PARK WEST N Y C
412 50
52605 924
SAFE KEEPING OF SEC AND COLL INC 6 MOS TO 12/31/42
75 00
52680 924
#40 00
22741 0st
SPECIAL GIFTS AND LOANS
Feb. 19, 1941, Frank Bradley to buy store in Kingston
$2,000.00
Mar. 31, 1941, Franklin D. Roosevelt, Jr. (clothes)
500.00
Apr. 1, 1941, John A. Roosevelt (for new car)
700.00
Apr. 9, 1941, Marion Raymond (Easter Present)
1,000.00
Apr. 10, 1941, K. D. Collier (Easter present)
1,000.00
May 23, 1941, K. D. Collier (birthday present)
1,000.00
SDRati
THE WHITE HOUSE
WASHINGTON
MEMO FOR THE PRESIDENT:
Antoinette Cushman
October, 1940, Mame paid/$525 for one-half
of Roly's tuition
January, 1941 Mama paid $525 for Roly's
tuition Antoinette Cushman)
January, 1941 Mama paid Antoinette $50 for
Roly's infirmary bill
Oct. 30, 1940 Mama paid $506 to Ellen Roosevelt
January, 1941 Mama paid Antoinette Cushman $90.
Christmas, 1940
Ellen Roosevelt - $25.
Grace II
25.
Mrs. Crawford
100.
Antoinette
25.
Camilla Short
100.
Mama evidently paid Alma van Curan to take
people to church - 40 times - $40.00(Feb.1941)
Mama had money on deposit in R.H.Macy Co. so
Mrs. Crawford could buy things for herself.
I do not know how much 1s there.
(2)
THE WHITE HOUSE
WASHINGTON
July 29, 1935.
MEMORANDUM FOR S. D. R.
There is no possibility of
loaning money through the Home Owners
Loan Corporation on properties worth
more than $20,000, because the Act is
intended to take care of the small home
öwners. I fear there 1s no other Govern-
ment agency authorized to make this type
of loan. It could only be done through
a bank, building and loan association,
mortgate corporation, etc.
I should think that the only
possibility 1s to rent the place from
Mr. Dows.
F. D. R.
MEMO FOR THE PRESIDENT:
Mrs. Crawford does need a job.
Mama had promised her $100 for Christmas.
stor retate
Mama gave her $75.00 a month.
4-42
Mrs. Crawford says Mama promised little Laura Adams the
little ring that she wore with two diamonds.
Mama wanted Anna to eventually have the large pearls
which were Aunt Dora's.
Mrs. Cartier will take Agnes, the maid.
Mrs. Crawford
will let me know when Mrs. Cartier wants her.
WAGES PAID EVERY MONTH BY MRS. JAMES ROOSEVELT
donis Denew
$100.00
Kalm
100.00
Mary Bauphell
100.00
Jennings
70.00
Agnes Las
65.00
Robert INF
80.00
Kitchen maid
50.00
Gualdius Later
PK.
$565.00
F
AT 49 EAST 65th STREET PER MONTH
Anne Mackenzie
50.00
Furnace man
25.00
FROM NOVEMBER 1st to JUNE 1st
Anna McGowan and Freda
50.00 together
Promaryty Tuor many Hy.
3D) 565
188.33
18/181
WILLIAM A. PLOG FOR FARM AND GARDEN
Feb. 6, 1941 for January
$632.03
Mar. 3, 1941 for FEBRUARY
539.81
Apr. 1, 1941 for MARCH
595.69
May 1, 1941 FOR APRIL
717.66
June6, 1941 for MAY
789.91
July 5, 1941 for JUNE
734.00
Aug. 1, 1941 for JULY
646.94
Sept. 4, 1941 for AUGUST
678.47
CHECK BOOKS
Bank of Nova Scotia, St. Andrews, N.F.
Balance
$71.86
Merrill Trust Company, Eastport, Me.
If
424.85
Guaranty Trust Company (book not balanced)
Deposits Guaranty Trust Company
Jan. 14, 1941
$2,000.00
Jan. 28, 1941
3,000.00
Feb. 7, 1941
2,000.00
Feb. 17, 1941
2,000.00
Mar. 4, 1941
2,000.00
Mar. 19, 1941
2,000.00
April 1, 1941
2,000.00
April 9, 1941
2,000.00
May 5, 1941
2,000.00
May 8, 1941
2,000.00
May 29, 1941
2,000.00
June 13, 1941
2,000.00
June 25, 1941
2,000.00
MARCHANTS NATIONAL BANK AND TRUST CO
Deposits
Feb. 6t , 1941
$1,000.00
May 8, 1941
1,000.00
May 29, 141
2,000.00
SPECIAL GIFTS AND LOANS
Feb. 19, 1941, Frank Bradley to buy store in Kingston
$2,000.00
Mar. 31, 1941, Franklin D. Roosevelt, Jr. (clothes)
500.00
Apr. 1, 1941, John A. Roosevelt (for new car)
700.00
Apr. 9, 1941, Marion Raymond (Easter Present)
1,000.00
Apr. 10, 1941, K. D. Collier (Easter present)
1,000.00
May 23, 1941, K. D. Collier (birthday present)
1,000.00
INSURANCE
March 12, 1941
W. W. Luckey, insurance on 47 East 65
$ 40.00
April 8, 1941
W. W. Luckey, insurance Hyde Park
property and servants
280.88
May 26, 1941
W. W. Luckey, U.S.F.& G.
171.75
May 1941
Hartford, (3 years) #24049
142.59
Hanover
1651
85.56
Phoenix
11375
171.11
JAMES ROOSEVELT MEMORIAL LIBRARY
EVERY MONTH
Harriet Bradley
$45.00
Julia van Wagner
23.00
Electricity
1.50 (approx)
MISCELLANEOUS
TAXES
April 29, 1941, Elizabeth K. Roosevelt
Taxes on farm
369.14
June 30, 1941, George Briggs, taxes Hyde Park
1,661.37
July 7, 1941 Anna B. Edgar, taxes cottage
extra lot, Fuller Lane residence,
farm and library
618.94
Mrs. Roosevelt paid electricity on House
Farm
Play House
Library
June 23rd, North River Coal Co. 51:49 tons stove coal $319.24
©$6.35 per ton
June 25
Freight on above, NYC RR
138.31
Antoinette Clark Cushman, June,
90.00
March 23rd, Camilla Short
100.00
July 7, Mrs. Depew for June
61.50
Aug. 1 1941, St. James Church (Pew)
75.00
Care of Plot
75.00
Gift
50.00
Apr. 10, 1941, Florence Philbin
Bed in memory of Baby Franklin
200.00
Dues for babies' ward
50.00
March 27, 1941 J. E. Clay (for painting house
535.00
May 12, 1941, J. E. Clay
250.00
July 7, 1941 J. E. Clay
291.87
June 12, 1941 J. E. Clay
500.00
April, 1941, Subscription Amer. Library Assn for
Mrs. Bradley
5.00
March 26th, Two year subscription Readers Digest
for Library
5.00
HENRY T. HACKETT
ATTORNEY & COUNSELLOR AT LAW
226 UNION STREET
file
POUGHKEEPSIE,
NEW YORK
JJR
Estate
January 8, 1942.
Hon. Franklin D. Roosevelt
Hyde Park
Dutchess County, N. Y.
Dear Franklin:
It has recently occurred to me that something should
be done about the Social Security taxes on the salaries of Mrs.
Bradley, the librarian, and Mrs. VanWagner, the janitress of the
James Roosevelt Memorial Library at Hyde Park.
I wrote to Mr. Morris to find out what your mother had
been doing about the matter. He replied that Mrs. Bradley has
a Social Security number, but nothing has been done about Mrs.
VanWagner.
At the time of your mother's death there was a fund of
$3,493.46 on hand, which had been collected from dues, and with
your permission Mrs. Finch, the Treasurer, has been paying Mrs.
Bradley her monthly salary of $45. and Mrs. VanWagner her monthly
salary of $23.
I think this matter should be taken up with the proper
U. S. Official so that it may be straightened out.
Will you kindly let me know with whom I should communicate.
With kindest regards, I am
Sincerely yours,
Havy J. Haulin
THE WHITE HOUSE
Bor183
WASHINGTON
file
SR
January 8, 1942.
Dear Mr. Morris:-
I should be very glad if you will
fill in the quarterly payroll report. I am
keeping my Mother's employees as checked on
the previous report, with the exception of
those names which I have crossed out.
With kindest regards,
Always sincerely,
Arthur J. Morris, Esq.,
President, Fulton Trust Company,
149 Broadway,
New York, N. Y.
(Enclosure)
January 8, 1942.
Dear Mr. Morris:-
I should be very glad if you will
fill in the quarterly payroll report. I as
keeping my Mother's employees as checked on
the previous report, with the exception of
those names which I have crossed out.
With kindest regards,
Always sincerely,
Arthur J. Morris, Esq.,
President, Fulton Trust Company,
149 Broadway,
New York, N. Y.
(Enclosure)
.
THE WHITE HOUSE
WASHINGTON
January 10, 1942.
Dear Mr. Morris:-
The President directs me
to send to you the enclosed bills
which have only just come to his
attention, although they have been
at Hyde Park for sometime. Some
of them may have been paid so would
you be good enough to have someone
check in the First National check-
book, which you have, before send-
ing check. Those that are not paid,
the President would like you to pay
out of the Estate.
With kindest regards,
Very sincerely yours,
GRACE G. TULLY
Arthur J. Morris, Esq.,
President, Fulton Trust Company,
149 Broadway,
New York, N. Y.
(Enclosures) It is difficult to tell
whether these bills were
contracted before September 7, 1941
or after, because, as you will note,
they still come in "Estate of Mrs.
James Roosevelt".
THE WHITE HOUSE
WASHINGTON
January 13, 1942.
MEMORANDUM FOR
MR. ARTHUR J. MORRIS:
We seem to have had a lot of
corres ondence about this Clay Bill.
I still cannot figure out whether you
ever received word that the President
had okayed it and to pay it out of the
Estate, as he said he did not have
enough money. So, I am enclosing the
bill here ith with the President's
O.K.
Many thanks.
Grace G. Tully
Bill Oct. 17, 1941 from J.E.Clay for
$755.55
THE WHITE HOUSE
WASHINGTON
December 12, 941.
MEMORANDUM FOR MR. ARTHUR J. MORRIS:
The President asks if you will
be good enough to pay the Clay bill
amounting to $755.60 for the painting
job. He says he does not have enough
money to take care of this bill.
You were very kind indeed to
send me the pocket diary for 1942.
It will be very useful. The President
him. also appreciated your sending one to
Grace G. Tully
Mr. President
Do you month her.
morris to pay this
bill from I E. S. Clay
THE WHITE HOUSE
WASHINGTON
December 11, 1941
GRACE:
Ask Mr. Morris will he pay
this bill for me. I haven't enough
money to pay it.
F.D.R.
THE WHITE HOUSE
WASHINGTON
November 26, 1941.
MEMORANDUM FOR
ARTHUR J. MORRIS:
The President has a faint
recollection of having forwarded
to you a bill from J. E. Clay for
work done on the Hyde Park house.
However, he has found the enclosed
bill, dated September fifth, and
told me to send it on to you in case
we have not sent it before.
Grace G. Tully
Bill in amount of $755.60 for contract
for painting Hyde Park House.
FULTON TRUST COMPANY
OF NEW YORK
ARTHUR J. MORRIS
PRESIDENT
149 BROADWAY
NEW YORK,N.Y.
December 9th, 1941.
Miss Grace G. Tully,
The White House,
Washington, D. C.
Dear Miss Tully:
I am sending under separate cover two of
our pocket diaries for 1942, one with the President's name on,
which I would ask you to kindly give to him with my compliments
and one for your own use.
Could I take the liberty of inquiring about the
Clay bill amounting to $755.60 for a painting job at Hyde Park,
which was received from the President on November 27th, and which
I am awaiting his approval before paying.
In these very serious times for the President,
I hate to have to trouble him through you on a matter of that kind,
but I know that the President would want to have that item cleared
up.
With kindest regards, I remain
AJM/C
Very sincerely yours Morris
J. E. CLAY
PAINTER AND DECORATOR
House Painting in all its branches
HYDE PARK-ON-HUDSON
New York
Hyde Park my
Telephone 2F.4
How Franklin D.Rovenvelt.
Coch 17 1941
Hyde Parl. my
Dear mr President
Just a few days before your mother's death
which represented the balance due on
I mailed my bill in the amount of 755.60
my contract for painting the house.
my reason for writing at this time is
because I thong ht that perhaps it had not
Case it has not I am enclosing a
been brought to your attention and in
duplicant fill.
I relize that you are extremely busy and
but as I have material bills to meet I am
I regret to bother you with such a matter
sure you will understand
may I Lake this opportunity to express
to you my sencire sympathy,
yours Very truly
ARTHUR J. MORRIS
149 BROADWAY
NEW YORK, N.Y.
November 27th, 1941.
Miss Grace G. Tully,
The White House,
Washington, D. C.
My dear Miss Tully:
I am in receipt of your memorandum of the
26th inst., enclosing a bill from J. E. Clay for a painting
job on the late Mrs. Roosevelt's house at Hyde Park, New York.
The President had not forwarded a bill from
Clay to me but he told me when I last saw him at Hyde Park that
he had come across that bill and planned to look into it before
approving it for payment.
The President has not affixed his approval
to the bill, but if he desires that the item should be paid, would
you be good enough to so inform me.
With kindest regards, I remain
Sincerely yours,
AJM/C
fileR. stite
ARTHUR J. MORRIS
149 BROADWAY
NEW YORK, N.Y.
January 14th, 1942.
Miss Grace G. Tully,
The White House,
Washington, D. C.
Dear Miss Tully:
I am in receipt of your memorandum of the
13th inst., relating to the J. E. Clay invoice and enclosing the
bill bearing the President's approval. That item, I am glad
to report, has been paid as we have a receipted bill in the file
showing payment on December 16th last.
I know that these are extremely busy and trying
days for the President and if you get an opportunity, would you
be good enough to extend to him my most sincere good wishes.
With kindest regards to you, I remain
Very sincerely yours,
AJM/C
THE WHITE HOUSE
Retate
WASHINGTON
Jan. 19, 1942.
MEMO FOR GRACE:
Get out all my mother's check
books for the calendar year 1941 and let
me have them to go through so I can
answer this letter.
F.D.R.
ARTHUR J. MORRIS
149 BROADWAY
NEW YORK, N.Y.
January 16th, 1942.
RE: ESTATE OF SARA D. ROOSEVELT, DEC'D.
Miss Grace G. Tully,
The White House,
Washington, D. C.
Dear Miss Tully:-
We are collating the figures for the preparation
of the income tax returns for 1941 in the above estate. Two returns
will be required; one covering the period up to Mrs. Roosevelt's death
on September 7th, 1941, and one for the remainder of the year.
I am now writing in regard to the return for the
period up to September 7th, with particular reference to the charitable
contributions made by Mrs. Roosevelt. The President's Mother was very
generous in those contributions, the total for the year 1940 amounting
to $3,367.45.
Mrs. Cushman, who acted as sort of secretary to
Mrs. Roosevelt, at my suggestion set up a card record of the contri-
butions, and I am wondering if they would be at Hyde Park or with the
President in Washington. You see the list of the contributions is
very important because in this income tax return they would have the
effect of reducing the tax liability materially. Mrs. Cushman has
taken up residence in Maryland so that I have been unable to contact
her.
In the event that Mrs. Roosevelt's checkbooks are
in Washington and the record prepared by Mrs. Cushman relating to
contributions is not available, we could set up a list of contributions
Miss Grace G. Tully
-2-
January 16th, 1942
from the checkbooks, if you will send them on to me.
Sincerely yours
AJM/MD
oxtiber
ant
$23.50
Pa 1/29/42 check make for January Hyde her Park, 20,
N. Y.,
1942.
My dear Mr. President:
I am enclosing for payment my bill
for taking the help to church during the past
year. Your mother made an arrangement with me
about six or seven years ago to take the
Catholic help from the Big House to church.
She paid me $1 a Sunday or holy day. After
the firat of each year I would submit my bill
to her.
I should appreciate it if you will
le t me know whether you wish me to continue
this practice in the future, providing there
is any one who desires to go to church.
My father and mother are very well.
I am really amazed at my father. He was 74
years old last June. He is so pleased that he
was able to mark the ice again this year and
do the same work that he did 40 years ago when
he came here.
Mr. President I wish I could tell
you how much I enjoy working at the Library
and how really grateful I an to you.
Praying that God will bless you
with an abundance of health and guide you in
these troublesome days.
Sincerely,
alma
Alma A. Van Curan
Spokiestate
January 21, 1942
MEMORANDUM FOR MR. ARTHUR J. MORRIS:
I am enclosing a bill which has only
arrived today from Hyde Park. I can't under-
stand why it shouldn't have come in long ago,
as the seed was bought on May 8, 1941.
Also, I would appreciate it ever so
much if you would look in the First National
Bank check book which you have and see if the
President paid the New York Telephone Company
a bill in the amount of $81.00. I have a vague
recollection that it has been paid, but I just
want to be sure, as it is on the current bill
for remittance.
With kindest regards,
GRACE G. TULLY
GGT:avb
(Sending statement from Havey & Wilson, Eastport, Maine, 1/1/42, to Mrs.
James Roosevelt Sr. Est., for sum of $2.00 for 25 lbs. of Nasturtium
Seed.)
S
ARTHUR J. MORRIS
149 BROADWAY
NEW YORK, N.Y.
January 22d, 1942.
Miss Grace G. Tully,
The White House,
I
Washington, D. C.
Dear Miss Tully:
I am in receipt of your memorandum of the 21st inst.,
enclosing a bill recently received by the President from Hyde
Park covering a sale of seed to the late Mrs. Roosevelt on May
8th, 1941. That item will have our attention.
An examination of the First National Bank of Pough-
keepsie check-book discloses the following two payments to the
New York Telephone:
September 29th, 1941 - $21.70 covering Hyde Park
service.
22.18 covering 47 East 65th
Street service.
There does not appear to be any item covering the
payment to the New York Telephone Company of a bill for $81.00.
With kindest regards, I remain
Very sincerely yours
AJM/C
pd bill
SAR Estate
ARTHUR J. MORRIS
149 BROADWAY
extras
NEW YORK, N. Y.
January 27th, 1942.
Miss Grace G. Tully,
The White House,
Washington, D. C.
Dear Miss Tully:
I am enclosing a copy of a letter
received from the Sun Oil Company together with invoices
which are self explanatory.
Sincerely yours.
AJM/C
Encl.
the assoil
Inde water, 1/31/42
ARTHUR J. MORRIS
149 BROADWAY
NEW YORK, N.Y.
January 23d, 1942.
Miss Grace G. Tully,
The White House,
Washington, D. C.
Dear Miss Tully:
Re: Estate Sara D. Roosevelt, dec'd.
Reference is made to your memorandum of the 10th
inst., enclosing certain items of expense against the above es-
tate which had recently been received by the President and which
were forwarded to me for our attention. Among the items was a
statement from the Tide Water Associated Oil Company covering an
indebtedness amounting to $110.50 which statement I now return.
We have a letter from the Tide Water Associated
Oil Company, Albany office, dated January 21st, 1942, informing
us that the $110.50 covers the delivery at Hyde Park, on October
15th, 1941 of 500 gallons of gasoline amounting to $100. and on
October 20th, 1941 of 100 gallons of kerosene amounting to $10.50.
That charge, because of the dates of delivery, is
an expense against the President's account.
With the payment of the enclosed bill, it would
appear that the account with the Oil Company would be cleared to
December 31st, 1941.
With kindest regards, I remain
Very sincerely yours,
AJM/C
authors Morris
$40.131/42 Pd
00
ARTHUR J. MORRIS
149 BROADWAY
NEW YORK, N.Y.
January 16th, 1942.
Miss Grace G. Tully,
The White House,
Washington, D. C.
Dear Miss Tully:
Referring to your letter of the 10th inst.,
enclosing certain bills which had been forwarded to the President
from Hyde Park, I am writing to inform you that none of those bills
had been previously paid and those which were a proper charge to
the Estate of Sara D. Roosevelt, deceased have been paid by us.
I am now returning two statements for the atten-
tion of the President which cover items of expense at Hyde Park
contracted after his Mother's death. You will note that the de-
liveries in each case were made in October 1941. I am also en-
closing a copy of the letter received from the Beacon Grain Store
relating to their invoice.
With kindest regards, I remain
Very Sincerely yours Morris
AJM/C
Encl.
C
0
P
Y
BEACON GRAIN STORE
130 Smith Street,
Poughkeepsie, N.Y.
Jan. 14, 1942.
Fulton Trust Company,
149 Broadway,
New York, N. Y.
Attention: Mr. Clement M. Cooder.
Dear Mr. Cooder:
The outstanding bill against the Estate of
Mrs. James Roosevelt, Hyde Park, N. Y. was for 1600 lbs Oats de-
livered on Oct. 8, 1941. Mr. William B. Newsome signed the de-
livery ticket.
The check of Sept. 29, 1941 for $36.50 covered
two deliveries, one on August 12, 1941 for 1600 lbs Oats $35.00
and the other on August 13, 1941 for six salt bricks at $1.50.
We hope that this will explain the deliveries
and the check to your satisfaction.
Very truly yours,
Beacon Grain Store,
by F. S. Beckwith.
ARTHUR J. MORRIS
149 BROADWAY
file
NEW YORK, N.Y.
January 26th, 1942.
Miss Grace G. Tully,
The White House,
Washington, D. C.
Dear Miss Tully:
Just a line to inform you that I ascertained
from Mrs. Cushman where the card file of the late Mrs. Roosevelt's
contributions could be found and I am very happy to tell you that
I have obtained the file from the Sixty-fifth Street house and we
have it in this office.
I understand from Mrs. Cushman that that file
is complete up to the summer months and when we have checked it
against the 1940 contributions, I may be asking you to look up cer-
tain items that may have been paid out by Mrs. Roosevelt during the
summer.
With kindest regards, I remain
Very sincerely yours
AJM/C
Strate
February 14, 1942.
Dear Henry:
Thanks for yours of February eleventh. It
is possible I say get back for the weekend of March
first, but if the papers are not ready by then you can
send them or bring them to Washington.
My mother was born September 21, 1854 and
was therefore 89 years old -- within 14 days of 90 years
87?
old on September 7. 1941.
The next time I get home, we can have the
appraiser up from New York and finish everything.
As ever yours,
(age Franklin D. Roosevelt
Henry T. Hackett, Esq.,
226 Union Street,
Poughkeepsie, New York.
fdr/dj
HENRY T. HACKETT
ATTORNEY & COUNSELLOR AT LAW
226 UNION STREET
POUGHKEEPSIE,
NEW YORK
Feb. 11, 1942.
Hon. Franklin D. Roosevelt
The White House
Washington, D. C.
Dear Franklin:
I acknowledge receipt of your letter of
February 9th containing your check to my order for $2,000.
to pay the general taxes on the property at Hyde Park assessed
to your mother. All of your land taxes in the Towns of Hyde
Park and Pleasant Valley are now paid.
I now have the New York estate tax schedules
in your mother's estate practically completed except for the
accrued interest on the mortgage certificates which your mother's
estate received from Mr. Delano and the Central Hanover Bank and
Trust Company as Trustees under the Will of Franklin H. Delano for
Dora Delano Forbes. Mr. Morris has promised to send this to me
this week. As soon as the schedules are completed I will send
them to the Fulton Trust Company to have them checked and then
they will be ready for your signature, probably the latter part
of next week. If convenient for you, I will bring them down
to Washington for you to sign so that I can close the proceeding
before March 7th in order to save the 5% discount.
If I find that I cannot finish the proceeding
on time, I will have the amount of the tax computed and then a
check for that amount, less the 5% discount, can be deposited with
the State Tax Commission.
As the Will creates a trust fund for the benefit
of Mrs. Roosevelt during her life, it is necessary to know her age
on Sept. 7, 1941 for estate tax purposes. Will you kindly let me
know how old she was at that time.
The Federal Estate Tax officers have checked
up the 'property owned by your mother in New York and released it
so that it may be disposed of any time you see fit. I am glad to
hear that you have a definite offer for this property. If you will
let me know a few days in advance when you want the property at
Hyde Park checked up, I will see that they are there.
With kindest regards, I am
Sincerely yours,
Aile Estate
HENRY T. HACKETT
ATTORNEY & COUNSELLOR AT LAW
226 UNION STREET
POUGHKEEPSIE,
NEW YORK
February 18, 1942.
Hon. Franklin D. Roosevelt
The White House
Washington, D. C.
Dear Franklin:
I have completed the New York estate tax
schedules in your mother's estate and have just sent a copy down
to Mr. Morris to be checked up and to have him estimate the
amount of the tax.
I have made no charge for legal services
in connection with this estate as I think your mother gave
me the legacy of $5,000. in lieu of commissions to cover this.
As soon as I find out the amount of the
tax I will let you know so that if there is not time to execute
and file the papers and have the tax determined by decree of
the Surrogate's Court before March 7th, in order to save the
discount allowed by law,a check for the amount of the tax less
the 5% discount can be deposited with the State Tax Commission
at Albany, N. Y.
Enclosed herewith is a copy of letter just
received from Baring Brothers in reference to the transfer
of the balance on your mother's account to your credit on their
books.
With kindest regards, I am
Sincerely yours,
COPY
Micheldever,
Hants.
20 January 1942.
Henry T. Hackett, Esq.,
226, Union Street,
Poughkeepsie,
NEW YORK.
Dear Sir,
We thank you for your letter of the 12th
December last, enclosing Affidavit executed by President
Roosevelt, in accordance with which we have transferred
the balance of the account of Mrs. Sara D. Roosevelt,
deceased, namely -
L 92.17.2., to his account in our books,
value 17th January 1942.
We are,
Dear Sir,
Yours faithfully
For BARING BROTHERS & CO., LIMITED.
(name illegible)
Director.
file
THE WHITE HOUSE
Estate
WASHINGTON
February 18, 1942.
MEMORANDUM FOR
HENRY T. HACKETT
Neither Eleanor nor I can find
that my Mother had any cash in her
possession at the time of her death.
It is probable that she did not
because she was brought back from
Campobello by her sister to the
New York house and motored up to
Hyde Park from there.
F. D. R.
>
THE WHITE HOUSE
WASHINGTON
February 16, 1942.
EMORANDUM FOR
MRS. ROOSEVELT
Do you know if Mama had
any cash in her possession at
the time of her death?
Relum to F.D.R.
I drif Ruow -
HENRY T. HACKETT
ATTORNEY & COUNSELLOR AT LAW
226 UNION STREET
POUGHKEEPSIE,
NEW YORK
February 13, 1942.
Hon. Franklin D. Roosevelt
The White House
Washington, D. C.
Dear Franklin:
I find that I need a little more information in
order to complete the Estate Tax Schedules in your mother's estate.
Did your mother have any cash in her possession at
the time of her death and, if so, how much?
In the probate proceedings the places of residence
of your daughter and sons were stated as follows, and if they have
since changed them please let me know their present places of resi-
dence:
Anna R. Boettiger
Mercer Island, Seattle, Washington
James Roosevelt
9336 Washington Blvd., Culver City, ?
California
Elliott Roosevelt
1105 Penn Ave., Forth Worth, Texas
Franklin D. Roosevelt, Jr.
Mill River Road, East Norwich, L. I., ?
N.Y.
John A. Roosevelt
Nahant, Massachusetts.
?
With kindest regards, I am
Sincerely yours,
HENRY T. HACKETT
ATTORNEY & COUNSELLOR AT LAW
226 UNION STREET
POUGHKEEPSIE,
NEW YORK
Feb. 26, 1942.
Hon. Franklin D. Roosevelt
The White House
Washington, D. C.
Dear Franklin:
On Feb. 18th I sent a copy of the New York
estate tax schedules in your mother's estate to Mr. Morris to
be checked up, and the approximate amount of the tax to be
computed so that a check, less the 5% discount, could be de-
posited with the N. Y. State Tax Commission before March 7, 1942
to save the discount.
This morning I received a reply to my letter
of Feb. 18th, a copy of which I enclose herewith.
I inserted the three legacies of $5,000. each
in lieu of commissions in Schedule "H" of the tax proceeding,
where they properly belong, because by doing so the amount of
the taxable estate is reduced by $15,000.
Mr. Morris objects to my inserting the legacies
there because if they were put in the Schedule as legacies the
estate would have to pay an estate tax on the $15,000. and the
Executors would not have to pay income tax on the $5,000. which
each receives in lieu of commissions.
I have acted as above stated because I under-
stood it the duty of the Executors to protect the interests of
the estate first and their own secondly. Please let me know
your wishes in the above matter.
It is very important that you should authorize
Mr. Morris to deposit $45,600., which he informed me represents
the approximate amount of the tax less the 5% discount, with the
State Tax Commission at once.
With kindest regards, I am
Sincerely yours,
Arthur J. Morris
149 Broadway
New York, N.Y.
February 25th, 1942.
Henry T. Hackett, Esq.,
226 Union Street,
Poughkeepsie, New York.
Re: Estate Sara D. Roosevelt,
deceased.
Dear Mr. Hackett:
I am now replying to your letter of the 18th inst., enclosing a
copy of the New York Estate Tax schedules in the above estate with all copies
of affidavits except Curry's.
In checking over the Return we have the following corrections to
report:
Addition to Schedule C of the refund of tax on Central School
District No. 1 out of proceeds of sale of school property in De-
cember, 1940. Amount of refund $248.21.
Valuation of mortgage investments in Schedule D2 received from the
Trust u/w of Franklin H. Delano for Dora Delano Forbes.
Please refer to my letter of January 22d, 1942 containing a memo-
randum from the Central Hanover Bank & Trust Company dated January 20th, 1942
relating to $15,000. mortgage on #211 Mott Street, of which the Sara D.
Roosevelt distributive share is $5,000. The memorandum reports the mortgage
as being valueless.
Appraisal of those mortgages would appear important from the tax
standpoint because I feel very strongly that they are not worth the face value
and an appraisal will disclose a value of approximately 40% for the whole group.
That valuation, of course, will result in a reduction in the tax liability.
When the appraisals have been obtained they will be sent to you in order that
the return may be completed at the new valuations for those mortgage certificates.
In the item of administration expenses, I note that you have in-
cluded the legacies to the Executors in lieu of commissions as a deduction as
commissions. That was quite a surprise to me because in reporting them in
this instance in that manner, the legacies are placed in the category of com-
missions and, therefore, would become taxable to the Executors under both the
Federal and the New York State Income Tax. There are cases which have come
to my attention in which legacies of that nature have been declared not subject
to the Income Tax. Needless to say that is an item of considerable importance
to the Executors.
You do not appear to have included in the Return an estimate of
your fee for legal services which, if in an amount approximating the legacies
to the three Executors, would eliminate the necessity of including those items
as a deduction.
H.T.H.
#2.
In view of the limited time to March 7th, 1942 and owing to the
fact that the Income Tax Returns for 1941 for Mrs. Roosevelt personally
and for the Estate have not been completed and the importance of including
the Income Taxes as deductions, I would suggest that we merely send a
check to the Department of Taxation and Finance before March 7th for the
approximate amount of the tax in order to obtain the benefit of the 5%
credit. We estimate that the check should be $45,600. That amount is
arrived at as follows after considering the corrections hereinbefore
mentioned:
Net Estate
$1,090,000.
Tax thereon approximately $48,000
less 5% discount
45,600.
There is a principal balance in the estate of $12,897.52 and there
are $50,000. U. S. Treasury Bills due March 11th, 1942 and $10,000. U. S.
Treasury Bills due March 17th, 1942 which have a quick market and from which
I plan to obtain the necessary amount to cover the check to the tax depart-
ment.
This return has been checked by Mr. Frank Eagan of our Trust De-
partment with whom you may talk directly regarding the corrections reported
herein.
When you have reviewed these items and have considered the suggest-
ed changes, let me know your decision in order that I may have the necessary
check issued for remittance to the Tax Department before March 7th.
Very sincerely yours,
ARTHUR J. MORRIS
Executor.
AJM/C
>
COPY
file SNR
THE WHITE HOUSE
WASHINGTON
March 2, 1942.
MEMORANDUM FOR
HENRY T. HACKETT
Confirming what I said
yesterday, I do not know any
of the three people in New
Brunswick mentioned by you.
Any one of them would be
satisfactory, or you could
have it done by the bank at
St. Andrews, which is the
County Seat of Charlotte
County.
Also, I think the deed
might as well be recorded.
F. D. R.
HENRY T. HACKETT
ATTORNEY & COUNSELLOR AT LAW
226 UNION STREET
POUGHKEEPSIE,
NEW YORK
Feb. 25, 1942.
Hon. Franklin D. Roosevelt
The White House
Washington, D. C.
Dear Franklin:
I think it is about time to do something
about the "succession duty" tax proceeding upon your mother's
property in New Brunswick, Canada.
Kindly let me know if you have in mind the
name of some real estate agent or broker up there to appraise
the real property. If not, shall I write to either Mitchell &
McConnell of St. John, New Brunswick, J. M. Flewelling Insurance
Agency of St. Stephens or Fred W. Fowler & Co., St. John, who
have issued fire insurance on the property there, to suggest
the name of some real estate agent or broker.
It appears that there are three parcels of
land at Campobello, the title to two is in your mother's name,
the other is in your father's name but there is an unrecorded
deed from your father to your mother, which I think should be
sent up there, by registered mail, to be recorded. Please
let me know if you agree with me.
With kindest regards, I am
Sincerely yours,
Huckett
\
March 16, 1942.
Dear Henry:-
At Campobello - lot No. 111, purchased
in 1883 -- is the site of my Mother's cottage;
lot No. 112, purchased in 1909, is the site of
my cottage. The land at Echo Point is on the
uninhabited Bay of Fundy side of the Island and
is merely a small rocky promontory with some
spruce on 1t, and I do not think ot contains
more than from two to two and a half acres of
land. There are no improvements on it of any
kind. I think that if I were appraising it I
would put it in at $100.00. It might, by &
great stretch of the imagination, have a $100.00
worth of spruce on it.
In regard to the furniture and personal
effect in my Mother's house, I can give you no
itemized list. The furniture dates from 1884
or 1885, is well worn, and was of the cheapest
variety at the time. There is 8 small amount
of cheap glass, china and plated ware. Personally,
I would not value all the furniture in the house
at more than $500.00
In my house, though the land was still
in my Mother's name, all of the furniture is
my personal property and does not form a part
of my Nother's Estate. In case the question
at Campobello
is raised, the only other personal property/1s
a small sailboat owned by me.
and a rowboat
As ever yours,
Henry T. Hackett, Esq.,
226 Union Street,
Poughkeepsie,
New York.
HENRY T. HACKETT
ATTORNEY & COUNSELLOR AT LAW
226 UNION STREET
POUGHKEEPSIE.
NEW YORK
March 12, 1942.
Hon. Franklin D. Roosevelt
The White House
Washington, D. C.
Dear Franklin:
I have had the deed from your father to your
mother of lot No. 111 on the plans of the Campobello Company
photostated and mailed to the Registrar of Deeds at St. Andrews
and have mailed him his fees for recording it.
I have written to the Bank of Nova Scotia at
St. Andrews for the name and address of some real estate broker
to appraise your mother's real property for the Succession Duty
tax proceeding in New Brunswick and they have recommended Mr. F.
L. Mallory, St. Andrews, N. B., who is the Land Agent for the
Canadian Pacific Railway there.
On going over the deeds it appears that there
are three parcels of land. Lot 111 purchased in 1883 from Alexander
S. Porter and wife containing four acres more or less, on which
there is a dwelling; lot 112 purchased from the Executors of the
estate of Grace M. Kuhn in 1909 containing about 4.41 acres of land,
and land on Echo Point purchased from the Trustees of the estate of
Hartman Kuhn and the Executors of the estate of Grace M. Kuhn.
Will you please let me know if there are
dwellings on lot 112 and on the Echo Point land.
I think we ought to have an itemized list
of the furniture and personal effects of your mother in her
house at Campobello at the time of her death. Kindly let me
know who I can get in communication with to make up such a list.
With kindest regards, I am
Sincerely yours,
Huny y
March 17, 1942.
Dear Arthur:-
Thank you for yours of March tenth.
I wholly approve your suggestion in regard to
James' proposal for the liquidation of the
loan to my Mother's Estate.
Very sincerely yours,
Arthur J. Morris, Esq.,
149 Broadway,
New York, N. Y.
ARTHUR J. MORRIS
149 BROADWAY
NEW YORK, N.Y.
March 10th, 1942.
Miss Grace G. Tully,
The White House,
Washington, D. C.
Dear Miss Tully:
Because of the confidential
nature in a matter relating to the Estate of Sara
D. Roosevelt, I am sending the enclosed letter to
the President through you.
With kindest regards, I remain
Sincerely yours,
AJM/C
author Morris
Encl.
Copy of letter from James Roosevelt
Received March 9th, 1942.
Camp Elliott,
San Diego, California.
Dear Mr. Morris:
If my calculations are correct, the April 1st payment
will complete the second year of my notes to Grandma. As you probably
know since going on active duty I have been unable to continue my busi-
ness and this, plus the heavily increased tax schedules, have placed a
heavy burden on my finances. I would therefore like to ask the trustees
to modify my agreement in such manner that for the duration of the war
I be allowed to suspend payment on the principal of my notes after April
1st, 1942 and continue to pay interest by monthly installments on the bal-
ance remaining. Further I should like to arrange to have the total of
whatever my bequest under Grandma's will may amount to applied to the obli-
gation to the Estate.
Would you let me know if these matters are agreeable and
with my appreciation and apoligies to you for your trouble and consideration,
Cordially and sincerely
(signed) James Roosevelt.
ARTHUR J. MORRIS
149 BROADWAY
NEW YORK, N. Y.
March 10th, 1942.
Hon. Franklin D. Roosevelt,
The White House,
Washington, D. C.
Dear Mr. President:
Re: Estate Sara D. Roosevelt, dec'd.
I am enclosing a copy of an undated letter from
your son James, which I received yesterday, together with James'
check covering interest on the unpaid balance of his notes issued to
your Mother and a payment on account of the principal of the note
maturing April 1st, 1942.
James is correct in stating that with the April
1st payment, he will have completed the payment of two notes in favor
of his grandmother, leaving a balance of $40,000. in eight notes of
$5,000. each due serially from April 1st, 1943 to and including April
1st, 1950. It was arranged with James, when the $50,000. was advanced
by your Mother, that monthly payments of interest and principal would
be made towards liquidating the loan, clearing up in that method a
$5,000. note each year. James has been very punctilious in meeting
those conditions and as I have stated, will have reduced his loan by
$10,000. with the April 1st payment.
As you will note from his letter, the Trustees
are asked to modify the agreement to the extent of waiving the prin-
cipal payments on the notes for the duration of the war and James will
balance. agree to continue the monthly installments of interest on the unpaid
Henry Hackett was in the Bank today on another
matter and I showed him a copy of James' letter and he feels as I do
that the decision in this matter rests with you as James' notes, as
part of the residuary estate, would be delivered to you. Henry Hackett
and I, as Executors, would agree to waiving the principal payments
while the notes are held in the estate and in order that I may advise
James, would you be good enough, at your convenience, to let me have
your decision.
James' suggestion that he should like to apply
the total amount of the bequest to him, under your Mother's will, to-
ward reducing the principal of the notes, is very commendable and indi-
cates his earnest desire to liquidate his indebtedness.
I believe the moratorium that your son is seeking is
in order and I recommend that it be granted.
With warm personal regards, I remain
AJM/C
Very Auth Phoris sincerely yours
March 17, 1942.
Dear Arthur:-
Thank you for yours of March tenth.
I wholly approve your suggestion in regard to
James' proposal for the liquidation of the
loan to my Mother's Estate.
Very sincerely yours,
Arthur J. Morris, Esq.,
149 Broadway,
New York, N. Y.
ORIGINAL RETIRED FOR PRESERVATION
ARTHUR J. MORRIS
149 BROADWAY
NEW YORK, N.Y.
March 10th, 1942.
Miss Grace G. Tully,
The White House,
Washington, D. C.
Dear Miss Tully:
Because of the confidential
nature in a matter relating to the Estate of Sara
D. Roosevelt, I am sending the enclosed letter to
the President through you.
With kindest regards, I remain
Sincerely yours,
AJM/C
aithm Morris
Encl.
ORIGINAL RETIRED FOR PRESERVATION
Copy of letter from James Roosevelt
Received March 9th, 1942.
Camp Elliott,
San Diego, California.
Dear Mr. Morris:
If my calculations are correct, the April 1st payment
will complete the second year of my notes to Grandma. As you probably
know since going on active duty I have been unable to continue my busi-
ness and this, plus the heavily increased tax schedules, have placed a
heavy burden on my finances. I would therefore like to ask the trustees
to modify my agreement in such manner that for the duration of the war
I be allowed to suspend payment on the principal of my notes after April
1st, 1942 and continue to pay interest by monthly installments on the bal-
ance remaining. Further I should like to arrange to have the total of
whatever my bequest under Grandma's will may amount to applied to the obli-
gation to the Estate.
Would you let me know if these matters are agreeable and
with my appreciation and apoligies to you for your trouble and consideration,
Cordially and sincerely
ORIGINAL RETIRED FOR PRESERVATION
(signed) James Roosevelt.
ARTHUR J. MORRIS
149 BROADWAY
NEW YORK, N.Y.
March 10th, 1942.
Hon. Franklin D. Roosevelt,
ORIGINAL RETIRED FOR PRESERVATION
The White House,
Washington, D. C.
Dear Mr. President:
Re: Estate Sara D. Roosevelt, dec'd.
I am enclosing a copy of an undated letter from
your son James, which I received yesterday, together with James'
check covering interest on the unpaid balance of his notes issued to
your Mother and a payment on account of the principal of the note
maturing April 1st, 1942.
James is correct in stating that with the April
1st payment, he will have completed the payment of two notes in favor
of his grandmother, leaving a balance of $40,000. in eight notes of
$5,000. each due serially from April 1st, 1943 to and including April
1st, 1950. It was arranged with James, when the $50,000. was advanced
by your Mother, that monthly payments of interest and principal would
be made towards liquidating the loan, clearing up in that method a
$5,000. note each year. James has been very punctilious in meeting
those conditions and as I have stated, will have reduced his loan by
$10,000. with the April 1st payment.
As you will note from his letter, the Trustees
are asked to modify the agreement to the extent of waiving the prin-
cipal payments on the notes for the duration of the war and James will
agree to continue the monthly installments of interest on the unpaid
balance.
Henry Hackett was in the Bank today on another
matter and I showed him a copy of James' letter and he feels as I do
that the decision in this matter rests with you as James' notes, as
part of the residuary estate, would be delivered to you. Henry Hackett
and I, as Executors, would agree to waiving the principal payments
while the notes are held in the estate and in order that I may advise
James, would you be good enough, at your convenience, to let me have
your decision.
James' suggestion that he should like to apply
the total amount of the bequest to him, under your Mother's will, to-
ward reducing the principal of the notes, is very commendable and indi-
cates his earnest desire to liquidate his indebtedness.
I believe the moratorium that your son is seeking is
in order and I recommend that it be granted.
With warm personal regards, I remain
AJM/C
Very AuthyMoris sincerely yours,
file
March 18, 1942.
Otto C. Michaelis, Inc.
315 East 79th Street,
New York, N. Y.
Gentlemen:
Under February first you sent a
bill to "Estate of Mrs. James Roosevelt"
in the amount of $7.25. The work stems to
have been cone last June but I do not re-
collect having seen a bill from you until
the above date. Will you let me know what
this bill represents in the way of work or
repairs?
Very truly yours,
Grace G. Tully
Billsent to
2h/12/8 smill min
THE WHITE HOUSE
WASHINGTON
March 31, 1942.
MEMORANDUM FOR MR. ARTHUR J. MORRIS:
This bill arrived a few days
ago. It is the first I have seen from
S. C. Bishop Estate. I guess it is all
right to pay, but I really woulen't know.
Grace G. Tully
Amount $36.32 for groceries from
S.C. Bishop Estate
77 Water St.
Eastport, Maine.
HENRY T. HACKETT
ATTORNEY & COUNSELLOR AT LAW
226 UNION STREET
POUGHKEEPSIE,
NEW YORK
April 10, 1942.
Hon. Franklin D. Roosevelt
The White House
Washington, D. C.
Dear Franklin:
I have your note of March 31st
in reference to the Library at Hyde Park and will
have the figures ready for you when you come up.
Sincerely yours,
HENRY T. HACKETT
ATTORNEY & COUNSELLOR AT LAW
226 UNION STREET
POUGHKEEPSIE,
NEW YORK
April 10, 1942.
Hon. Franklin D. Roosevelt
The White House
Washington, D. C.
Dear Franklin:
I am enclosing herewith copies of the New
York Estate Tax Schedules in your mother's estate which have
finally been checked and approved by the Fulton Trust Company,
as I thought you might want to look them over.
The affidavits of Curry, Ham, Hatfield, Miller,
etc. will have to be attached before they are filed in the
Surrogate's Court.
If convenient for you, the next time you are
at Hyde Park, Mr. Morris and I could meet you there and sign
the New York Estate Tax affidavits.
With kindest regards, I am
Sincerely yours,
Form TT-10. 12-18-39-73,000 (3-3146)
Read carefully all Instructions.
Use this form for resident and nonresident estates where death occurred after August 31, 1930.
SURROGATE'S COURT
Datehoas
County of
In the Matter of the Appraisal under the Estate
Tax Law of the Estate of
BARA BELAND ROOSEVELT
Deceased.
**** York
11.1
FRANKLIN D. ROOSEVELT, one of the Executors
of
the
estate of the above-named decedent being duly sworn in this proceeding for the determination of the tax, if any, to be paid upon
the assets of the said estate under Article 10-C of the Tax Law, deposes and says that as such executor deponent is
personally familiar with affairs of the said estate, the property constituting the assets thereof, their fair market value, and the
debts, expenses and charges properly allowable as deductions therefrom, and makes the following return:
GENERAL INFORMATION
1. Date of death
September
7th,
1961
2. Resident of
Datebook
County
3. Did the decedent leave a will? (Answer "yes" or "no")
You
If the answer la "yes" attach copy of last will
4. Letters of administration, testamentary, were issued on
September 10th, 1941
by the Surrogate's
Datehoon
Court of.
County.
5. The names and post-office addresses of the executors XXXXXXXXXXX are:
Name
Post Office Address
Franklin D. Receivelt
Hyde Park, Dutchess County, N. Y.
Arthur J. Marrie
381 Crest Read, Ridgesced, N. J.
Heary T. Hackett
Hyde Park, Dutchess County, N. Y.
GROSS ESTATE
SCHEDULE A-REAL ESTATE
6. Did the decedent at the time of death own any interest In real estate located within the State of New York?
(Answer "yes" or "no")
Yes
If the answer la "yes" attach schedule of all interest in real estate, marked Schedule A, following the Instructions for that schedule.
SCHEDULE B-STOCKS AND BONDS
7. Did the decedent at the time of death own any stocks and bonds?
IOS
(Answer "yes" or "no")
If the answer is "yes" enter in schedule marked "B," & complete Bet of all the corporate stocks and bonds, including interest and dividends thereon,
at the date of the decedent's death, together with the fair market values thereof, following the instructions for that schedule.
SCHEDULE C-MORTGAGES, NOTES, CASH AND INSURANCE
8. Did the decedent at the time of death own any mortgages, notes or cash? (Answer "yes" or "no")
Yes
9. Was any insurance on life of decedent receivable by his estate? (Answer "yes" or "no")
10. Was any Insurance on life of decedent receivable by beneficiaries other than the estate? (Answer "yes"
or "no")
If an answer la "yes," submit Schedule C. following Instructions for that schedule.
SCHEDULE D-1-JOINTLY OWNED PROPERTY
11. Did the decedent at the time of death own jointly with any person or persons real estate located In New
York State or personal property wheresoever located other than tangible personal property having an actual
situs outside of New York State. (Answer "yes" or "no")
If the answer is "yes," enter in Schedule marked "D-1" a complete Het of all Jointly-owned property, following the Instructions for that Schedule.
SCHEDULE D-2-OTHER MISCELLANEOUS PROPERTY
12. Did the decedent at the time of death own any Interest in a co-partnership or unincorporated business?
(Answer "yes" or "no")
13. Did the decedent, at the time of death, own any miscellaneous property not returnable under any
other schedule? (Answer "yes" or "no")
Yes
If an answer is "yes," attach's detailed statement of such other property marked "D-2," following the Instructions for that schedule.
SCHEDULE E-TRANSPERS
14. Did the decedent, at any time during life, make any transfer In contemplation of or intended to take effect
in possession or enjoyment at or after death, other than by bona fide sale for an adequate and full consideration in
money or money's worth? (Answer "yes" or "no")
15. Did the decedent, within two years immediately preceding death, make any transfer of a material part
of his lib property without an adequate and full consideration in money or money's worth? (Answer "yes" or "no")
16. Did the decedent, at any time, make a transfer of a material part of his property without an adequate and
full consideration in money or money's worth, but not believed to have been in contemplation of death or intended
to take effect in possession or enjoyment at or after his death? (Answer "yes" or "no")
17. Did the decedent, at the time of death, possess the right (either alone or in conjunction with any person)
to change through the exercise of a power to alter, amend, or revoke the transfer of any property previously made
by him? (Answer "yes" or "no")
18. Did the decedent, at any time during his life, relinquish in contemplation of death the power to alter,
amend, or revoke any tranafer previously made by him? (Answer "yes" or "no")
her
19. Were there In existence at the time of the decedent's death any trusts created Xim during lifetime?
(Answer "yes" or "no")
No
If any question le answered "yes," submit Schedule E, Itemising all such transfers in detail following the Instructions for that schedule.
SCHEDULE F-POWERS OF APPOINTMENT
20. Did the decedent, at any time, by will or otherwise, transfer property by the exercise of a general or limited
power of appointment? (Answer "yes" or "no")
If the answer la "yes," submit Schedule F, following the Instructions for that achedule.
1
SCHEDULE G-1-PROPERTY IDENTIFIED AS PREVIOUSLY TAXED
21. Did the decedent at the date of death own any property (a) forming a part of the gross estate situated in
the United States, of any person who died within five years of the date of death of the decedent, or (b) transferred
to the decedent by gift within five years prior to his death where such property can be identified as having been
received by the decedent from such donor by gift or from such prior decedent by gift, bequest, devise or inheritance
or which can be Identified as having been acquired In exchange for property so received? (Answer "yes" or "no")
If the shower la "yes," attach Schedule G-1, following the Instructions for that schedule
DEDUCTIONS
SCHEDULE G-1-PROPERTY IDENTIFIED AS PREVIOUSLY TAXED
22. If property was listed in Schedule G-1, deduction should be taken in Schedule G-2 following the instructions for that
schedule.
SCHEDULE H-FUNERAL AND ADMINISTRATION EXPENSES
23. Itemize the funeral expenses and administration expenses in Schedule H following the instructions for that schedule.
SCHEDULE 1-DEBTS OF DECEDENT
24. Itemize the debta of the decedent in Schedule I, following the instructions for that schedule.
SCHEDULE J-MORTGAGES, NET LOSSES, AND SUPPORT OF DEPENDENTS
25. Itemize in Schedule J. any mortgages outstanding on property listed in Schedule A, losses through fire, storm, shipwreck
or other casualty, or from theft sustained during administration, and expenses incurred in the support of dependents of the
decedent, following the instructions for that schedule.
SCHEDULE K-CHARITABLE, PUBLIC, AND SIMILAR GIFTS AND BEQUESTS
26. Itemize in Schedule K, all devises and bequests to exempt corporations, following the instructions for that schedule.
SCHEDULE L-BENEFICIARIES
27. Give in Schedule L, a statement of the names of all persons beneficially interested in the estate, the nature of their
respective interests, etc., following the instructions for that schedule.
GENERAL AFFIDAVIT
28. Deponent states that he has made diligent search for property of every kind left by the decedent; that he has carefully
read the instructions printed on this form; that bereon is listed all the property, tangible and intangible, forming the gross estate
of the decedent, so far as it has come to his knowledge and information; that he has carefully read all instructions under Schedule
E of this form, and has made diligent and careful search for information as to whether the decedent during his life time made any
transfers without a fair consideration in money or money's worth, and the answers given to the questions therein contained
are true and complete to the best of his knowledge, information and belief; that to the best of his knowledge, information and
belief, the value shown for each item of property listed in this return was the fair market value of the same at the day of the de-
cedent's death, and that the debta, expenses and charges entered berein as deductions from the gross estate are correct
and legally allowable.
Sworn to before me this
day
of
194
and copy of chirteturn Notary and of each schedule attached to it and of each affidavit and statement required, must
INSTRUCTIONS
be filed with the transfer tax appraiser of the county in which the proceeding takes place, except that an original and two copies
must be filed if the proceeding is in the county of New York, Kings, Bronx, Richmond, Westchester, Queens, Nassau or Suffolk.
It is not necessary to submit a schedule unless the property in the estate requires the use of such a schedule, nor is it neces-
sary to place each schedule on a separate sheet, unless that is more convenient in the preparation of the schedule. If the estate is
a small one and all the necessary information can be entered on one page, no more need be used. It is necessary, however, to
enter the property under the properly designated schedule and to total each schedule.
Use only the blank forms supplied by the Tax Commission, which will be furnished to you upon request, and number each
page. If the decedent left a will, a copy of the will must be attached to each set of schedules.
Read the instructions below which relate to each schedule required by the return and which must be followed in all cases.
All valuations where called for must be as of the date of decedent's death.
SCHEDULE A-REAL ESTATE
any sales of these securities within a reasonable period before
Property which ordinarily would be listed under this sched-
or after the date of death, furnish a statement of such sales,
ule or under Schedules B to F, inclusive, is to be listed under
showing the number of shares sold and the price at which sold.
Schedule G-1 if it is the basis of a claim for deduction under
Securities returned as of no value or of nominal value should
Schedule G-2.
be listed last and B statement furnished of the reasons for
Real estate should be so described that it may be readily
returning them as of no value or of nominal value.
located. Give map, lot, block and section numbers, and place
Accrued interest on bonds should be computed to the date of
of record of deed. State the exact right, title or interest the
death and reported separately.
decedent had in every parcel of real estate. The unpaid balance
Dividends on stock declared prior to death but unpaid, must
of any mortgage at the date of death, with accrued interest to
be reported in addition to the value of the stock,
such date, should be shown, giving the place of record of the
Dividends due on stock sold by the decedent ex-dividend"
mortgages. The full valuation of the property and not the
should be includ in Schedule D, under the caption of ac-
equity must be given. The mortgage should be deducted under
counts receivable.
Schedule J. Show also, with respect to each parcel of property,
the assessed valuation thereof, and furnish the estimated
SCHEDULE C-MORTGAGES, NOTES, CASH AND
market value at the date of death. Attach appraisal made by
INSURANCE
a competent real estate appraiser.
Real property which the decedent has contracted to purchase
The five classes of property in this schedule should be listed
should be listed in this schedule. The full value of the property
separately in the order given.
and not the equity must be shown. The unpaid portion of the
Mortgages. State (1) the face value and the unpaid balance,
purchase price should be deducted under Schedule I.
(2) the date of mortgage, (3) the name of maker, (4) property
The value of dower, courtesy, or a statutory estate created in
mortgaged, (5) interest dates and rate of interest, (6) the date
lieu thereof, is taxable, and no reduction on account thereof or
to which interest was paid, and (7) date of maturity. Add ac-
on account of homestead or other exemptions should be made
crued interest to date of death. If a value is placed on any
in returning the value of the real estate.
mortgage, lower than the unpaid balance plus accrued interest,
All rents accrued and unpaid should be apportioned to the
explain reasons for such depreciation.
date of death, whether due at that time or not.
Notes. Give similar data.
Contract by the Decedent to Sell Land. Give name of vendee,
SCHEDULE B-STOCKS AND BONDS
date of contract, description of property, sale price, initial pay-
Give a complete list and adequate description of all securi-
ment, amounts of installment payments, unpaid balance of
ties, as follows:
principal and accrued interest, interest rate, and date prior to
Stocks. State the number of shares, exact title of corporation,
decedent's death to which interest had been paid.
common or preferred, par value, and the quotation at which
Cash in Possession. List separately from bank deposits.
returned.
Cash in Bank. Give name of bank and address, amount in
Bonds. State quantity and the denomination, exact title,
bank, accrued interest if any.
kind of bond, interest rate, interest and due dates, and also
Insurance. Include all Insurance taken out by the decedent
any past due coupons attached.
upon his own life as follows: (a) All insurance receivable by or
Listed and active stocks and bonds should be returned at the
for the benefit of the estate: (b) all other insurance to the
average between highest and lowest quoted selling price at the
extent that it exceeds in the aggregate $40,000 but only to
date of death. If there were no sales on date of death, at the
the extent that such amount is required to be included in the
average between the highest and lowest sales upon the nearest
gross estate, under the provisions for the taxing of estates
date thereto, if within a reasonable time.
contained in any Revenue Act of the United States, applicable
If actual sales are not available and the stock is quoted on a
to the estate of the decedent.
bid and asked basis, the mean between the bid and asked price,
as of the date of death, or if none on that date, then on the
SCHEDULE D-1-JOINTLY OWNED PROPERTY
nearest date thereto, should be taken.
All property of whatever kind or character, whether real
Unlisted securities which are dealt in actively by brokers or
estate, personal property, bank accounts, etc., in which the
have an active market, should be returned at the same price as
decedent held at the time of his death an interest either as a
at the date of death or at the nearest thereto, if within a
joint tenant or as a tenant by the entirety, must be returned
reasonable period either before or after death.
under this schedule.
Inactive stock and stock in close corporations should be valued
The full value of the property must be included, unless it
upon the basis of the company's net worth and earning caps-
can be shown that a part of the property originally belonged to
city. If the estate contains any such stock, attach to each set of
the other tenant or tenants and was never received or acquired
schedules balance sheets and earning statements of the com-
by the other tenant or tenants from the decedent for less than
panies for five years preceding the date of death. If there were
a fair consideration in money or money's worth.
2
Where it is shown that the property or any part thereof, or
ments of all the material facts, Including smong
things
any part of the consideration with which the property was pur-
the decedent's motive in making the transfers, his mental and
chased, was acquired by the other tenant or tenants from the
physical condition at that time and a copy of the death
decedent for less than an adequate and full consideration in
certificate.
money or money's worth, there should be omitted from this
All property transferred by the decedent during his lifetime,
schedule only so much of the value of the property as is propor-
except bona fide sales for an adequate and full consideration in
tionate to the consideration furnished by such other tenant or
money or money's worth received by the decedent, constitutes
tenants.
& part of the gross estate if at the time of the decedent's death,
Where the property was acquired by gift, bequest, devise, or
the enjoyment thereof was subject to any change through the
inheritance by the decedent and spouse as tenants by the en-
exercise of a power (in whatever capacity exercisable) by the
tirety, then only one-half of the value of the property should be
decedent alone or by the decedent in conjunction with any
listed on this schedule. Where the property was acquired by the
other person (without regard to when or from what source the
decedent and another person or persons by gift, bequest, de-
decedent acquired such power), to alter, amend, revoke, or
vise, or inheritance as joint tenants, and their interests are not
terminate, or where any such power is relinquished in con-
otherwise specified or fixed by law then there should be
templation of decedent's death. The power to alter, amend,
entered on this schedule only such fractional part of the value
or revoke shall be considered to exist on the date of the de-
of the property as is obtained by dividing the full value of the
cedent's death even though the exercise of the power is subject
property by the number of joint tenants.
to a precedent giving of notice or even though the alteration,
If the executor contends that less than the value of the entire
amendment, or revocation takes effect only on the expiration
property is includable in the gross estate for purposes of the
of a stated period after the exercise of the power, whether or
tax, the burden is upon him to show his right to include such
not on or before the date of the decedent's death notice has
lesser value, and in such case he should make proof of the
been given or the power has been exercised. In such cases
extent, origin, and nature of the decedent's interest and the
proper adjustment shall be made representing the interests
interest of decedent's co-tenant or co-tenants.
which would have been excluded from the power if the de-
If the property consists of real estate, the assessed valuation
cedent had lived, and for such purpose if the notice has not been
thereof for the year of death should be shown, and the esti-
given or the power has not been exercised on or before the
mated market value as of the date of death should be fur-
date of his death, such notice shall be considered to have been
nished, supported by an appraisal made by a competent real
given, or the power exercised, on the date of his death. The
estate appraiser.
relinquishment of any such power, not admitted or shown to
Property in which the decedent held an interest as a tenant
have been in contemplation of the decedent's death, made
in common should not be listed here but the value of his
within two years prior to his death without such a considera-
interest therein should be returned under Schedule A if real
tion and affecting the interest or interests (whether arising
estate, or if personal property under the appropriate schedule.
from one or more transfers or the creation of one or more
The value of the decedent's interest in partnerships should be
trusts) of any one beneficiary of a value or aggregate value,
reported under Schedule D-2.
at the time of such death, in excess of $5,000, then, to the
SCHEDULE D-2-OTHER MISCELLANEOUS
extent of such excess, such relinquishment or relinquishments
PROPERTY
shall, unless shown to the contrary, be deemed to have been
made in contemplation of death, within the meaning of the
Under this schedule include all items of gross estate not re-
statute.
turned under another schedule, including the following: Debta
Where the transfer was effected by an instrument in writing,
due the decedent; interests in business; claims, rights, royalties,
copy of such instrument should be filed with the return. The
pensions; leaseholds, judgments, shares in trust funds or in es-
name of the transferee, date and form of transfer, description
tates of decedents who died more than five years prior to the
of property, and fair market value thereof at time of death
present decedent's death, or in estates of decedents who died
should be set forth.
within five years prior to the present decedent's death where
the share therein is not reported on Schedule G-1, or on
SCHEDULE F-POWERS OF APPOINTMENT
another schedule of this return; household goods and personal
effects, including wearing apparel; farm products and growing
Property passing under a general power of appointment
exercised in the decedent's will must be returned. If the de-
crops; livestock, farm machinery, automobiles, etc.
When an interest in a copartnership or unincorporated busi-
cedent exercised a general power by deed, the value of the
ness is returned, submit statement of assets and liabilities as of
property must be included in the gross estate if the deed was
date of death and for the five years preceding death, and state-
made in contemplation of death or intended to take effect in
ment of the net earnings for the same five years. Good will
possession or enjoyment at or after death, or if by deed he has
must be accounted for. In general, the same information should
retained for his life or for any period not ascertainable without
be furnished and the same methods followed as in valuing close
reference to his death or for any period which does not in fact
corporations.
end before his death (1) the possession or enjoyment of, or the
In listing automobiles, give make, model, year, and condi-
right to the income from, the property, or (2) the right, either
tion as of date of decedent's death.
alone or in conjunction with any person, to designate the
In describing an annuity, the name and address of the
persons who shall possess or enjoy the property or the income
grantor of the annuity should be given, or if payable out of a
therefrom; except in case of a bona fide sale for an adequate
trust or other fund, such a description as will fully identify it.
and full consideration in money or money's worth. If the
If payable for a term of years, the duration of the term and the
power is exercised for 8 consideration in money or money's
date on which it began should be given, and if payable for the
worth, but in not a bona fide sale for an adequate and full con-
life of a person other than the decedent, the date of birth of
sideration in money or money's worth, there should be in-
such person should be stated.
cluded in the gross estate only the excess of the fair market
Judgments should be described by giving the title of the
value, at the time of decedent's death, of the property passing
cause and the name of the court in which rendered, date of
under the power over the value of the consideration received
judgment, name and address of judgment debtor, amount of
by the decedent.
judgment, rate of interest to which subject, whether any pay-
There must also be included in the return property passing
ments have been made thereon, and if so, when and in what
under a power of appointment exercised by the decedent by
amounts.
will or by deed executed in contemplation of, or intended to
take effect in possession or enjoyment at or after, his death,
SCHEDULE E-TRANSFERS
except in case of a bona fide sale for an adequate and full con-
All gifts or transfers, by trust or otherwise, made or created
sideration in money or money's worth, exclusive of property
by the decedent in contemplation of, or intended to take effect
the value of which is required to be included in the gross estate
in possession or enjoyment at or after death, or of which he
pursuant to the last paragraph, and provided that the transfer
has at any time made a transfer, by trust or otherwise, under
of such property is not or was not subject to a death tax in the
which he has retained for his life or for any period not ascer-
estate of the grantor of such power but would have been so
tainable without reference to his death or for any period which
taxable except for a statute providing that the tax on the
does not in fact end before his death (a) the possession or
transfer of such property should be imposed in the estate of the
enjoyment of, or the right to the income from, the property or
grantee of such power in the event of the exercise thereof. This
(b) the right, either alone or in conjunction with any person,
refers to limited powers of appointment exercised by a de-
to designate the persons who shall possess or enjoy the prop-
cedent who received the power from a donor who died prior to
crty or the income therefrom, other than as bona fide sales for
September 1, 1930.
an adequate and full consideration in money or money's worth,
Copies of the will or deed conferring the power upon the
are subject to the tax and must be returned under this
decedent, and of the instrument by which the power was exer-
schedule.
cised, must be filed with the return. The copy should be filed
Transfers made by the decedent in his lifetime, other than
even though it is contended that the power was a limited one
transfers intended to take effect in possession or enjoyment at
and the property passing thereunder is not returned as taxable.
or after death, excepting bona fide sales for an adequate and
Property passing under the exercise of a power of appoint-
full consideration in money or money's worth, must be re-
ment should not be listed under any other schedule.
turned for tax or disclosed in the return as follows:
1. Transfers made in contemplation of death. The executor
SCHEDULE G-1-PROPERTY IDENTIFIED AS
must return for tax the value as of the date of decedent's death
PREVIOUSLY TAXED
of all property transferred by the decedent at any time in
This schedule is net up merely to facilitate the computation
contemplation of death.
of the deduction claimed under Schedule G-2, inasmuch as such
2. Transfers not admitted to have been made in contemplation
deduction may not exceed the value of the property included in
of death. The executor is required to disclose in the return all
this estate with respect to which the deduction is claimed. Such
transfers made at any time by the decedent of a material part
property should be returned in this schedule and under no
of his property. Any such transfer made within two years of
other schedule.
the decedent's death, in the nature of a final disposition or dis-
The items in this schedule are to bear the same number as
tribution thereof, is, unless shown to the contrary, deemed to
the similar items bear in Schedule G-2. The fair market value
have been made in contemplation of death, within the meaning
at the date of death of the present decedent should be given.
of the statute, except in case of a bona fide sale for an adequate
For instructions concerning the description and valuation of
and full consideration in money or money's worth. Where the
the various classes of property in this schedule, reference
executor contends that the transfer was not made in contem-
should be made to the applicable instructions given with
plation of death, be must file with the return, sworn state-
respect to the preceding schedules.
DEDUCTIONS
SCHEDULE G-2-DEDUCTION FOR PROPERTY
decedent by gift within five years prior to his death, where such
IDENTIFIED AS PREVIOUSLY TAXED
property can be identified as having been received by the de-
Deductions shall be allowed of an amount equal to the value
cedent from the donor by gift, or from such prior decedent by
of any property (a) forming a part of the gross estate situated
gift, bequest, devise or inheritance, or which can be identified
in the United States of any person who died within five years
as having been acquired in exchange for property no received.
prior to the death of the decedent, or (b) transferred to the
This deduction shall be allowed only where a gift tax im-
3
posed under the United States Revenue Act of 1932 or an
Executors' or administrators' commissions should be entered
estate tax imposed under the United States Revenue Act of
in the amount actually paid or which it is reasonably expected
1926, was finally determined and paid by or on behalf of such
will be paid, not to exceed the amount allowable under the
donor, or the estate of such prior decedent, as the case may be,
statute governing such deductions.
and only in the amount finally determined as the value of such
Estate, legacy, succession, and inheritance taxes, and taxes
property in determining the value of the gift for the purpose of
on income received after death, are not deductible, but such
such gift tax, or the gross estate of such prior decedent for the
taxes (other than income taxes) shall be allowed as a credit in
purpose of such estate tax, and only to the extent that the
the manner provided by Section 249-o of Article 10-C of the
value of such property is included in the decedent's gross
Tax Law.
estate, and only if in determining the value of the net estate
of the prior decedent no deduction was allowable under this
SCHEDULE I-DEBTS OF DECEDENT
paragraph in respect of the property or property given in
Itemize fully all valid debta of the decedent due and owing at
exchange therefor.
the time of death.
Where a deduction was allowed of any mortgage or other
Contested Claims. If the executor or administrator contests
lien in determining such gift tax, or such estate tax of the prior
any claim, that fact should be indicated. No deduction will be
decedent, which was paid in whole or in part prior to the de-
allowed for a debt, the amount of which is disputed, or the sub-
cedent's death, then the deduction allowable under this para-
ject of litigation, exceeding the amount which the estate con-
graph shall be reduced by the amount so paid.
cedes to be a valid claim.
The deduction otherwise allowable bereunder shall be re-
A pledge, or a subscription evidenced by a promissory note
duced by an amount which bears the same ratio to the amounts
or otherwise, even though enforceable against the estate, is
allowed as deductions under paragraphs numbered one and
deductible only to the extent such pledge or subscription was
three of section 249-B of the Tax Law and paragraph numbered
made for an adequate and full consideration in cash or its
four of section 303 (a) of the United States Revenue Act of 1926,
equivalent.
as the amount otherwise deductible under this paragraph bears
to the value of the decedent's gross estate. Where the property
SCHEDULE J-MORTGAGES, NET LOSSES, AND
referred to in this paragraph consists of two or more items the
SUPPORT OF DEPENDENTS
aggregate value of such items shall be used for the purpose of
computing the deduction. (See last paragraph for example.)
Mortgages. Give location of property, name of mortgagee,
The items in Schedule G-2 should be arranged in the order in
date and term of mortgage, face amount, unpaid balance, rate
which they appear in the Federal estate tax return for the prior
of interest, date to which interest was paid prior to death.
estate. The description should include a reference to the
Identify by item number, as listed in Schedule A, the property
schedule and item number in such return. To make it clear
securing each mortgage. Show accrued interest accrued to date
that the schedule and item number relate to the prior return,
of death. Mortgages upon, or any indebtedness in respect to,
they should be included in parentheses. If only a portion of an
property included in the gross estate is deductible only to the
item in the prior estate is reflected in the present estate that
extent that the liability for the mortgage or indebtedness was
fact should be indicated and only a proportionate part of the
incurred or contracted bona fide and for an adequate and full
value of the item in the prior estate, as determined upon the
consideration in money or money's worth received by the
decedent. Unsecured notes should be listed on Schedule 1.
final audit of the Federal return, should be shown.
If the present decedent exchanged property which had been
Losses. Losses are strictly limited to those arising from fire,
received by him from the prior decedent, and additional
storm, shipwreck, or other casualty, or from theft, to the extent
valuable consideration was given by him in such exchange,
that such losses are not compensated for by insurance or other-
there may be deducted in this schedule such proportion only of
wise. Losses must occur during the settlement of the estate
the value at the date of his death, of the property so acquired
and shall be allowed only if at the time of the filing of the
return such losses have not been claimed as a deduction for
by the present decedent in such exchange, as the value of the
property received by him from such donor or prior decedent,
income tax purposes in an income tax return. Depreciation in
and parted with by him in the exchange, bore to the entire
the value of securities or other property does not constitute a
consideration given.
deductible loss. In listing losses, full particulars must be given
If the proceeds of several items in the prior estate were de-
not only as to the loss sustained, but the cause thereof, and in
the case of death of livestock, the cause of death must be
posited in a bank account from which money was thereafter
drawn to purchase property listed in Schedule G-1, the items
stated, if known. If insurance or other compensation was
received on account of loss, state the amount collected.
should be grouped as a single item in this schedule, the several
items in the prior estate being indicated by letters as "item
Support of Dependents. Deduction may be taken for such
1-a, "item 1-b," etc. In this connection particular attention
amounts reasonably required and actually expended for the
support during the settlement of the estate of those dependent
is directed to the fact that the burden of proof rests upon the
taxpayer claiming the deduction.
upon the decedent, as are allowed by the laws of this State.
After determining the value of the property previously taxed
SCHEDULE K-CHARITABLE, PUBLIC, AND
which is eligible for deduction, being the amount included
SIMILAR GIFTS AND BEQUESTS
under Schedule G-1, or the value of the same property as
finally determined in the prior decedent's estate, whichever is
If deduction is claimed, an affidavit made by the executor,
lower, such value must be further reduced by applying the
showing whether the decedent's will has been, or to the best of
formula set forth in the fourth paragraph above. For example:
his knowledge, information and belief, will be contested, should
Assume that the gross estate of the decedent is $150,000 which
be submitted.
comprises $50,000 property previously taxed and $100,000
If claim is made for deduction of the value of the residue or of
other property: that the value in the prior decedent's estate of
a portion thereof (e. E., present worth of a remainder interest in
the property previously taxed, as finally determined by the
the residue), there should be submitted the computation where-
Commissioner of Internal Revenue, is $30,000; that the de-
by the value was determined.
ductions under Schedules H, I, and K aggregate $25,000; add
Where under the terms of the will or the law of the jurisdic-
to this $25,000 the sum of $100,000 (the deduction allowed
tion wherein the estate is administered or the law of the juris-
under paragraph numbered 4 of section 303 (a) of the United
diction imposing the particular tax, the Federal estate tax or
States Revenue Act of 1926); multiply $125,000 by 30,000 and
any estate, succession, legacy, or inheritance tax is payable in
150,000
whole or in part out of any bequest, legacy, or devise de-
reduce the amount otherwise allowable by the result, $25,000,
ductible hereunder, the sum deductible is the amount of such
which leaves $5,000 to be deducted under Schedule G-2.
bequest, legacy, or devise so reduced.
SCHEDULE H-FUNERAL AND ADMINISTRATION
SCHEDULE L-BENEFICIARIES
EXPENSES
Give the name and address of all persons beneficially inter-
Funeral expenses and administration expenses should be
ested in this estate, showing the nature of their respective
itemized. Give name of creditor and exact nature of the ex-
interests, their relationship, if any, to the decedent, and the
pense. No deduction should be taken on the basis of a vague or
extent of their interest.
uncertain estimate but a close estimate is deductible. Where
Show the age, at the time of decedent's death, of all minors,
an amount is estimated, indicate that fact.
annuitants and beneficiaries for life, if any. If any of the bene-
Attorneys' fees should be deducted in the amount paid or to
ficiaries named in the will died prior to the decedent, indicate
be paid. If the fees have not been paid and the amount thereof
that fact and show the date of death and survivors, and the
is estimated, indicate that fact.
relationship of such survivors to the decedent.
Surrogate's Court
Dutchess
APPRAISAL UNDER THE ESTATE
TAX LAW OF THE ESTATE OF
Deceased
IN THE MATTER OF THE
SARA DELANO ROOSEVELT
RETURN AND SCHEDULES
FILED ON BEHALF OF
Administrator
Executor
OF.
Franklin D. Roosevelt
COUNTY
Arthur J. Morris
Henry T. Hackett
ATTORNEY FOR
Henry T. Hackett
226 Union Street
Poughkeepsie, N. Y.
Name
Address
STATE OF NEW YORK
)
)
as.
COUNTY OF NEW YORK )
ARTHUR J. MORRIS being duly sworn, deposes and says that
he is one of the Executore of the last will and Testament of SARA
DELANO ROOSEVELT, deceased, and that he has read the foregoing affidavit
and the same is true to the best of his knowledge, information and
belief.
Sworn to before me this
day of
, 1942.
Notary Public.
STATE OF NEW YORK )
) SS.
COUNTY OF DUTCHESS )
HENRY T. HACKETT being duly sworn, deposes and says that
he is one of the Executors of the last will and Testament of SARA
DELANO ROOSEVELT, deceased, and that he has read the foregoing affidavit
and the same is true to the best of his knowledge, information and
belief.
Sworn to before me this
day of
, 1942
Notary Public.
Form N.Y.T.T. 134A. 5-1-41-150,000 (3-7700) B-329
Give title of schedule and total each schedule.
It is not necessary to submit a schedule unless the property in the estate requires its use, nor is it necessary to
place each schedule on a separate sheet unless that is more convenient in the preparation of the schedule.
Values as Appraised in
DESCRIPTION
AMOUNT
this Proceeding
(Leave this blank)
SCHEDULE "A"
Sera Delane Receivelt died seised and pessessed of
the following parcels of real estate, situate in
the Village and Term of Hyde Park, Datehess Country,
New Tesk, vis:
Pareel 1. The James Ressevelt Memorial Library
situate on the southwest corner of the Albery Post
Read and Main Street consisting of a ene-stery stone
slate reef building with suppor leaders and gutters
on a plot of land which is nicely landessped and
enclosed in an attructive femse. The property is 200
feet front on Main Street and 100 feet deep on the
Albany Post Read. The interior consists of one
large room on the first floor with a large open
wood-burning fireplace, high suilings, electric
lights and the waed trin is of cherry finish.
There is a basement under the entire building and is
divided into three store reems for books and
magnaines; also a furness room is which is installed
a hot air furnase with circulating heat. There are
also two lavateries.
This property was assessed on the Term Tax Rell at
the death of decedent at 87,550.
The fair market value of this property was, as your
depensate are informed and believe, on Sept. 7, 1941
s 6,000.00
Pareel 2. One and ene-half story frame alate reef
residence situate on the north side of Fuller's Lane.
On the first floor there is a living room, dising
reem and kitchen with pine board single flooring.
On the second floor are three bedreoms, a modern both
and electric lights throughout, a hot air furnase with
a register in each reca. The lot is 50 by 75 feet.
This property was assessed on the Town Tax Roll nt
the death of decedent at $1,700.
The fair market value of this property was, as your
depensents are informed and believe, on Sept. 9, 1941
2,250.00
$ 8,250.00
Form N.Y.T.T. 134A. 5-1-41-150,000 (3-7700) B-329
Give title of schedule and total each schedule.
It is not necessary to submit a schedule unless the property in the estate requires its use, nor is it necessary to
place each schedule on a separate sheet unless that is more convenient in the preparation of the schedule.
Values as Appraised in
DESCRIPTION
AMOUNT
this Proceeding
(Leave this blank)
SCHEDULE ⑉p"
BONDS
American Tel. & Tel. Co.
$6,000. Ceav. Deb. 35 bonds due Sept. 1, 1956
Int. payable March and Sept. 1st.
March 1, 1942 and nb. coupons attached
Fair market value on Sept. 7. 1941 at 111-3/8
0 6,682.50
Ascrued interest
3.50
Columbus & Telede Reilroad Company
$11,000. 1st ma. 4% bonds due Ang. 1, 1955
Int. payable Feb. and Aug. let.
Feb. 1, 1942 and subsequent coupons attached.
Fair market value on Sept. 7, 1941 nb 113.
12,430.00
Accread interest
45.22
Great Northern Reilway Co.
$10,000. Gen. Mtg. Come 4% bonds, Series 0
due July 1, 1946. Int. payable Jam. and July 1st.
January 1, 1942 and sub. coupons attached
Fair market value on Sept. 7, 1941 at 200.
10,000.00
Ascrued interest
74.44
Membin Union Station Country
$20,000. 1st mag. 55 bends due Nev. 1, 1959.
Int, psyable May and Nov. lot
Nov. 1, 1941 and sub. coupons attached.
Fair market value on Sept. 7, 1941 at 116
23,200.00
Accrued interest
352.77
Numark News Licht & Water Company
$1,000. lot mg. 5% bonds due July 1, 1942.
Ins. payable Jan. and July 1st.
Jan. 1, 1942 and nb. coupons attached.
Fair market value on Sept. 7, 1941 at 103
1,030.00
Assured interest
9.30
City of How York, Corp. 9tk. For Construction
of Ranid Transit R.R.
$1,000. 4% bends due Nev. 1, 1958.
Int. payable May and New. let.
Nev. 1, 1941 and sub. coupons attached.
Fair market value on Sept. 7, 1941 at 120-1/8
1,201.25
14.11
Accrued interest
City of New York. Care. Street Various
$9,000. 45 beeds due Nev. 1, 1958
Int. payable May and Nov. 1st.
Nov. 1, 1941 and sub. coupons attached.
Fair market value on Sept. 7, 1941 at 120-1/8
10,811.25
127.00
Assrued interest
City of New York, Corporate Stock To Previde Yes
Supply of Water
$19,000. 46% bends due Sept. 1, 1960.
Int. payable Mar. and Sept. 1st. Mar. 1, 1942 and
sub. coupons attached.
Fair market value on Sept. 7, 1941 at 1234
23,465.00
Accrued interest
25.69
Form N.Y.T.T. 134A. 5-1-41-150,000 (S-7700) 8-329
Give title of schedule and total each schedule.
It is not necessary to submit a schedule unless the property in the estate requires its use, nor is it necessary to
place each schedule on a separate sheet unless that is more convenient in the preparation of the schedule.
Values as Appraised in
DESCRIPTION
AMOUNT
this Proceeding
(Leave this blank)
age Continued
(Continued)
last, Correrate Steck
$6,000. 415 boade due Sopt. 1, 1960.
Int. payable March and Sept. 1st.
Mar. 1, 1942 and sub. coupons attached.
Fair masters value on Sept. 7, 1941 n 1234
$ 7,410.00
Accrued interest
4.95
City of New York, Corp. Stk. For Construction of
Redd Transit B.R.
$5,000. 4th bonds due June 1, 1974.
Int. payable June and Des. 1st.
Des. 1, 1941 and are. coupons attached.
Fair market value on Sept. 7, 1941 nb 128.56
6,428.00
Accrued interest
57.26
City of New York, Corp. Stk. To Provide For
Resoly of Mater
$20,000. 4:5 bonds due June 1, 1974.
Imb. payable June and Des. 1st.
Des. 1, 1941 and mb. coupons attached.
Fair market value on Sept. 7, 1941 at 128.56
25,712.00
Accrued interest
229.03
Penneylvania Railread Co.
$2,000. Cenv. Deb. 3:5 bonds due Apr. 1, 1952.
Int. payable Apr. and Oct. 1st.
Oct. 1, 1941 and sub. coupons attached.
Fair market value on Sept. 7, 1941 at ⑉
1,760.00
Accrued interest
28.35
Union Pacific Hailreed Company.
$10,000. First Railread & Land Grant w bonds
due July 1, 1947. Int. payable Jan. and July 1st.
Jan. 1, 1942 and sub. coupons attached.
Fair market value on Sept. 7, 1941 st 111-5/8
11,162.50
Accrued interest
74.44
United States of America Treasury
$20,000. Treasury 31% bonds due Cet. 15, 1943-45.
Int. payable Apr. and Oct. 15th.
Det. 15, 1941 and sub. coupone attached.
Fair market value on Sept. 7, 1941 at 106-12/32
21,275.00
Accrued interest
258.19
United States Sevings Benda,
$10,000. Defense 21% bonds, Series 0, dated May 1,
1941, due May 1, 1953.
Int. payable May and Nov. 1st.
n/o Mrs. Sara Delane Ressevelt.
Fair market value on Sept. 7, 1941 at 100.
10,000.00
88.29
Accrued interest
West Shore Railroad Company
$10,000. 1st mg. 45 bends due Jan 1, 2361.
Int. payable Jan. and July let. Jan 1, 1942 and
mb. coupons attached.
Fair market value on Sept. 7. 1941 at 48.157
4,618.70
Accrued interest
74.44
Form N.Y.T.T. 134A. 5-1-41-150,000 (3-7700) 8-329
Give title of schedule and total each schedule.
It is not necessary to submit a schedule unless the property in the estate requires its use, nor is it necessary to
place each schedule on a separate sheet unless that is more convenient in the preparation of the schedule.
Values as Appraised in
DESCRIPTION
AMOUNT
this Proceeding
(Leave this blank)
schools upo (Continued)
STOCKS
American Can Concern
100 she - stock, par $25., m/o Brownlie & Co.
Fair market value on Sept. 7, 1941 as 82.4375
# 8,243.75
American Chicle Company
100 sh. common stock, no par., m/o Sara Delane
Reesevelt.
Fair market value on Sept. 7, 1941 at 111
11,100.00
Accrued dividend
100.00
American Cyanamid Ca.
200 sh. com. B stock, par $10., n/o Brownlis & Co.
Fair market value on Sept. 7, 1941 at 40.875
8,175.00
Accrued dividend
30.00
American Cyanamid Co.
10 sh. 5% Cenv. pfd. stock, 2nd series, sumulative,
par $10., n/o Brewnlie & Co.
Fair market value on Sept. 7, 1941 at 11.812
118.12
Accrued dividend
1.25
American Cransmid Co.
30 sh. 9% Conv. pfd. stock 3rd series, eumulative,
par $10., n/o Brownlie & Co.
Fair market value on Sept. 7. 1941 at 11-5/8
348.75
Ascrued dividend
3.75
American Redister & Standard Sanitary Carn.
100 sh. some stock, no par, n/o Brownlie & Co.
Fair market value on Sept. 7, 1941 at 6.312
631.25
Accrued dividend
15.00
American Telsphone & Telegraph Co.
500 sh. com. steek, par $100., n/o Sara Delano
Fair Ressevelt. market value on Sept. 7, 1941 at 155-3/4
77,875.00
Accrued dividend
1,125.00
American Tobacco Co.
400 sh. com. stock-B-par $25., n/o Sara Delane
Fair Receivelt. market value on Sept. 7, 1941 at 70-3/4
28,300.00
Atchisen. Teneka & Senta Fe Hailway Co.
100 sh. 5% non-sumulative preferred stock, par $100.
n/o Brownlie & Co.
Fair market value on Sept. 7, 1941 at 632
6,350.00
Bank of New York
68 sh. esp. stock, par $100., n/o Sara Delane
Receivelt. Fair market value on Sept. 7. 1941 at 340
23,120.00
Q
Form N.Y.T.T. 134A. 5-1-41-150,000 (3-7700) B-320
Give title of schedule and total each schedule.
It is not necessary to submit a schedule unless the property in the estate requires its use, nor is it necessary to
place each schedule on a separate sheet unless that is more convenient in the preparation of the schedule.
Values as Appraised in
DESCRIPTION
AMOUNT
this Proceeding
(Leave this blank)
SCHEDULE - (Conkinned)
BROCKS (Continued)
Carelina Clinchfield & Chie Name Ca.
100 who com. stock, par $100. (atd. LAN MR & A.C.L.)
n/o Bromalie a Co.
Fair market value on Sept. 7, 1941 n nig
8 9,150.00
Tracter co.
100 an, no par, n/o Sara Delane Receivelt.
Fair market value on Sept. 7. 1941 n 46-3/4
4,675.00
Colanges Care. of America
100 sh. 1st part, 7% cumulative Md. steck
par $100. n/o Brownlis & Co.
Fair market value on Sept. 7, 1941 at 126-7/8
12,667.50
Accorded dividend
350.00
City Housing Cerporation
100 sh. w - stock, enmulative, par $100.
n/o Sara Delane Receivelt.
Fair market value on Sept. 7. 1941
NO VALUE
City & Subschen Homes Campany
1000 sh. con. stock, par $10., n/o Sara Delane
Reesevelt.
Fair market value on Sept. 7, 1941 w 6.6875
6,687.50
Clark 012 Company
400 sh. can. stock, no par. n/o Sara Delane
Receivelt
Fair market value on Sept. 7, 1941
NO VALUE
Commolidated Edison Company of New York
100 ab. am. pfd. $5.00 stock, no par, n/o Sara
Delane Receevalt
100 sh. - pfd. $5.00 stock, no par, n/elkrownlie & Co.
200
Fair market value on Sept. 7, 1941 at 99%
19,850.00
Accrued dividend
250.00
8 I Passez
100 sh. $4.50 pfd. stock, no par, n/o Brownlis s Co.
Fair market value on Sept. 7, 1941 at 102-1/8
10,212.50
Accrued dividend
112.50
Deneles Aircraft Co., Inc.
200 sh. stock, no par., n/o Brownlie & Co.
Fair market value on Sept. 7, 1941 st 75.375
15,075.00
& I. Da Past Do Nameurs à Company
275 sh. com. steck, par $20, n/e Sara Dalane Receevelt
25 sh. com. steck, par $20, n/e Brounlie & Co
300
Fair market value on Sept. 7, 1941 at 155.562
46,668.60
Accrued dividend
525.00
Form N.Y.T.T. 134A. 5-1-41-150,000 (3-TT00) 8-329
Give title of schedule and total each schedule.
It is not necessary to submit a schedule unless the property in the estate requires its use, nor is it necessary to
place each schedule on a separate sheet unless that is more convenient in the preparation of the schedule.
Values as Appraised in
DESCRIPTION
AMOUNT
this Proceeding
(Leave this blank)
SCHEDULE upa (Continued)
TOTAL (Contimed)
Memours & Co.
200 sh. $4.50 own. pfd. stock, no par
n/o Brownlie s Co.
Fair market value on Sept. 7, 1941 at 1251
$ 12,550.00
Accrued dividend
112.50
Kastman Kedak Co.
100 she com, stock, no par, n/o Bromalie & Co.
Fair market value on Sept. 7, 1941 at 198,325
13,832.50
Accrued dividend
150.00
Falten Trust Company of New York
100 on. cop. steck, par $100., m/o Save Delane
Receivelt.
Fair market value on Sept. 7, 1941 at 200.
$0,000.00
General Electric Samary
3000 sh. - stock, no par., n/o Sara Delano
Roosevelt
Fair market value on Sept. 7, 1941 st 32,062
96,286.00
Accrued dividend
1,050.00
General Feeds Cern.
500 sh. can. stock, no par., n/o Sera Delane
Receevelt.
Fair market value on Sept. 7, 1941 nt 41-1/8
20,562.50
General Netera Care.
5 sh. can. steck, par $10. n/o Sara Delame Ressevelt
195 sh. can. stock, par $10. a/o Browalie & Co.
200
Fair market value on Sept. 7, 1941 at 39.312
7,862.40
Accrued dividend
200.00
General Metera Cerporation
200 sh. $5.00 - pfd, stock, no par
m/o Sara Delame Receevelt
Fair market value on Sept. 7, 1941 as 126}
25,300.00
Accrued dividend
250.00
Guaranty Trust Co.
150 sh. cap. steck, par $100., n/o Sara Delano
Receivelt
Fair market value on Sept. 7, 1941 at 206}
42,975.00
Kannesott Camper Came.
150 sh. stock, no par. n/o Sere Delane Receivelt.
Fair market value on Sept. 7. 1941 n 37%
5,587.50
Accrued dividend
112.50
Life Savera Carn.
100 sh. steek, par $5., n/o Brownlie & Co.
Fair market value as Sept. 7, 1941 at 33-7/8
3,387.50
Form N.Y.T.T. 134A. 5-1-41-150,000 (3-TTOD) 8-329
Give title of schedule and total each schedule.
It is not necessary to submit a schedule unless the property in the estate requires its use, nor is it necessary to
place each schedule on a separate sheet unless that is more convenient in the preparation of the schedule.
Values as Appraised in
DESCRIPTION
AMOUNT
this Proceeding
(Leave this blank)
SCHEDULE age (Contimed)
STOCKS (Contimed)
Lone Star Coment Care,
100 she com. stock, no par, n/o Brownlie & Co.
Fair market value on Sept. 7, 1941 at 45
# 4,500.00
Assrued dividend
75.00
Leuisville and Kashville Reilreed Company
300 sh. com. stock, par $100., n/o Brownlie & Co.
Fair market value on Sept. 7, 1941 at 67%
20,290.00
Mill Creek & Mine Hill Navimation A Railreed Co.
266 sh. can. stock, par $25., n/o Brownlie & Co.
(ota. Reading Co.)
Fair market value on Sept. 7, 1941 at 39
10,374.00
Mattenal Sheel Coup.
100 sh. stock, par $25., n/o Bromlie & Co.
Fair market value on Sept. 7, 1941 at 55-1/8
5,512.50
Accrued dividend
75.00
National Supply Co. or Pennsylvania
100 sh. $2.10 yr. pfd. stock, par 40, n/o Brewnlie
& Co.
Fair maricet value on Sept. 7, 1941 st 14.81
1,481.00
National Supply Ca. of Permaylvania
100 sh. 52% ser. Frier pfd. stock, par $100.
n/o Brownlie & Co.
Fair market value on Sept. 7, 1941 at 673
6,750.00
Accrued dividend
275.00
North American Ce.
100 sh. 6% can. pfd. stock, par $50.
a/e Sara Delane Ressevelt
Fair market value on Sept. 7, 1941 at 55-3/8
5,537.50
Ascrued dividend
75.00
Northern Central Railway Co.
80 sh. com. stock, par $50. (Gtd. Penn. R.R.)
n/o Brownlie & Co.
Fair market value on Sept. 7, 1941 at 97-7/8
7,830.00
Pennaylvania Reilroad ca.
300 ah. com, stock, par $50., n/o Brownlie & Co.
Fair market value on Sept. 7, 1941 at 23.187
6,956.10
Pennaylvania Water 4 Power Co.
100 sh. case. stock, no par., n/o Provalie & Co.
Fair market value on Sept. 7, 1941 at 50-1/8
5,012.50
100.00
Accrued dividend
Pittsburgh, Fort Name & Chicago Reflway Co.
100 sh. 7% pfd. steck, par $100. (Gtd. Penn. R.R.)
n/o Brewnlie & Co.
Fair market value on Sept. 7, 1941 at 176-7/8
17,687.50
175.00
Ascrued dividend
Form N.Y.T.T. 134A. 5-1-41-150,000 (S-TT00) 8-320
Give title of schedule and total each schedule.
It is not necessary to submit a schedule unless the property in the estate requires its use, nor is it necessary to
place each schedule on a separate sheet unless that is more convenient in the preparation of the schedule.
Values as Appraised in
DESCRIPTION
AMOUNT
this Proceeding
(Leave this blank)
DULE ups (Continued)
STOCKS (Continued)
Public Service Care. of New Jareey
200 sh. com. stock, no yes, n/e Bromlie s Co.
Fair market value on Sept. 9, 1941 as 22t
s 4,450.00
Accrued dividend
110.00
Beare Nackuck & Co.
100 sh. stock, no par, m/o Brownlie & Co.
Fair market value on Sept. 7, 1941 at 73.673
7,367.30
Accrued dividend
75.00
Sharnin Williams Co.
100 an. con. steck, par $25., n/e Brownlie & Co.
Fair market value on Sept. 7, 1941 at 82.562
8,256.20
Sincer Manufacturing Company
.90 sh. com. steck, par $100. n/o Brownlie & Co.
20 sh. som. stock, par $100. n/o Sara Delane Receivelt
100
Fair market value en Sept. 7, 1941 at 1404
14,025.00
Accrued dividend
250.00
Seconr Verms 081 Co., Inc.
200 sh. stock, par $25., n/e Provalie s Co.
Fair market value on Sept. 7, 1941 at 9-1/8
1,825.00
Accreed dividend
50.00
ferthern Pacific Co.
100 sh. com. stock, par $100., n/o Brownlie & Co.
Fair market value on Sept. 7, 1941 at 13.437
1,343.70
Standard 011 Co. of Egw Jereey
300 sh. stock, par 825., n/o Brewnlie & Co.
Fair market value on Sept. 7, 1941 at 42.587
12,776.10
Vaten Carbide and Carbon Care.
100 sh. steck, no par, n/o Brownlie a Co.
Fair market value on Sept. 7, 1941 at 70h
7,850.00
Accrued dividend
75.00
Union Pasific Railroad Co.
100 sh. 4% non-oun. pid. stock, par $100.
n/o Brownlie & Co.
Fair market value en Sept. 7, 1941 at 82
8,200.00
Accrued dividend
200.00
United Aircraft Cercoration
200 sh. steck, par $5., n/e Brownlie & Co.
Fair market value on Sept. 7, 1941 at 41.562
8,312.40
United States Company Co.
100 sh. com. steck, par $20., n/o Brownlie & Co.
Fair market value on Sept. 7, 1941 at 58-3/4
5,875.00
Accrued dividend
50.00
Form N.Y.T.T. 114A. 5-1-41-150,000 (3-7700) 8-329
Give title of schedule and total each schedule.
It is not necessary to submit a schedule unless the property in the estate requires its use, nor is it necessary to
place each schedule on a separate sheet unless that is more convenient in the preparation of the schedule.
Values as Appraised in
DESCRIPTION
AMOUNT
this Proceeding
(Leave this blank)
SOMEDULE age (dentimed)
STOCKS (Continued)
United states steel Corporation
118 sh. com. steak, no per, n/o Sere Delane
Reservelt
Fair market value on nept. 7. 1961 at 57-1/8
# 6,549.38
Accrued dividend
115.00
United States steel Corporation
100 sh. 7% our, pm. steek, yes $100.,
n/o Sere Delame Receivelt
Fair market value on Dept. 7. 1941 at 1001
18,050.00
United States Trust Company, Now York, N. Y.
19 oh. eap. steek, par $200., n/c Save Delane
Receivelt
Fair market value on Beys. 4, 1941 at 1500
$5,450.00
L. We woolmorth Go.
100 sh. com. stock, per $10.0 n/o Brownlie
& Co.
Jair market value on Sept. 9, 1941 at 29-7/8
2,087.50
Wright Margreeves Mines, Ltd.
100 sh. com. stock, no par, n/o Brewnlie
4 Co.
Fair market value on Sept. 4, 1941 at 3.
500.00
Accrued dividend
18.75
The fellowing stocks were in the document's
safe deposit box in the Merchants National
Bank and Trust Company, Poughksepsie, No Y.,
visi
Clerk 011 Company
207 shares cap. stock, otr. No. v7,
n/o Safe D. Reseevelt
NO VALUE
Vinton Schwerin Fuel Corporation
48 shares pfd. steek, otf. No. 89,
a/o Save D. Receevelt
NO VALUE
The Community Ball Company of
Compebello, Ltd.
5 sh. esp. stock, otf. No. 184,
n/e Sara D. Receivelt
NO VALUE
e
Form N.Y.T.T. 134A. 5-1-41-150,000 (3-7700) 8-329
Give title of schedule and total each schedule.
It is not necessary to submit a schedule unless the property in the estate requires its use, nor is it necessary to
place each schedule on a separate sheet unless that is more convenient in the preparation of the schedule.
Values as Appraised in
DESCRIPTION
AMOUNT
this Proceeding
(Leave this blank)
- SQA
Markets
Bond and nortgage of Maria A. Allt, Mary Carter
and Katherine 8. Carter to Sara D. Resurvelt, dated
Feb. sth, 1929 to sourse the - of $2,000. on the
9th day of February, 1930 with interest at w
payable soul-ansually. Recorded in Liber 369 of
Mortgages, page 29 on the our day of February, 1929
in the Dutchase County Clerk's Office.
Amount of principal unpaid on the above bond
and mortgage on Sept. 7, 1941
# 2,000.00
Accrued interest
340.66
Makes
Note made by James Receivelt to the order of
Sara D. Receevelt for $2,916.65 with interest at
= at the Fulten Trust Company, dated April 1, 1940
and due April 1, 1942.
Americant of principal unpaid on Sept. 7, 1941
2,916.65
Accreed interest
43.75
Moto made by James Reesevelt to the order of
Sara D. Receevelt for 85,000. with interest at
5% at the Fulton Trust Company, dated April 1, 1940
and due April 1, 1969.
Amount of principal uspaid on Sept. 7s 1941
5,000.00
Note made by James Receivelt to the order of
Sara D. Recesvelt for $5,000. with interest at 55
at the Fulton Trust Company, dated April 1, 1940
and due April 1, 1944.
Amount of principal unpaid on Sept. 7, 1941
5,000.00
Moto made by James Receevelt so the order of
Sara D. Reesevelt for $5,000. with interest at 5%
at the Fulten Trust Company, dated April 1, 1940
and due April 1, 1945.
Amount of principal unpaid on Sept. 7, 1941
5,000.00
Note made by James Receivelt to the order of
Sara D. Receivelt for $5,000. with interest at 5%
at the Falten Trust Company, dated April 1, 1940
and due April 1, 1946.
Amount of principal unpaid on Sept. 7, 1941
5,000.00
Note made by James Reservelt to the order of
Save D. Ressevelt for $5,000. with interest at 5%
at the Fulten Trust Company, dated April 1, 1940
and due April 1, 1947.
Amount of principal unpaid on Sept. 7, 1941
5,000.00
Nate made by James Reesevelt to the order of
Sara D. Ressevelt for 85,000. with interest at 5%
at the Fulten Trust Company, dated April 1, 1940
and due April 1, 1948.
Amount of principal unpaid on Sept. 4, 1941
5,000.00
1
Form N.Y.T.T. 134A. 5-1-41-150,000 (3-7700) 8-329
Give title of schedule and total each schedule.
It is not necessary to submit a schedule unless the property in the estate requires its use, nor is it necessary to
place each schedule on a separate sheet unless that is more convenient in the preparation of the schedule.
Values as Appraised in
DESCRIPTION
AMOUNT
this Proceeding
(Leave this blank)
"0" (Contimed)
Notes (Contimed)
Note made by James Reservelt to the order of
Sara D. Reservelt for $0,000. with interest at us at
the Falton Trust Company, dated April 1, 1940
and due April 1, 1960
Amount of principal unpaid on Dept. 4, 1941
$ 5,000.00
Note made by James Receivels w the order of
Sama D. Receivelt for $5,000. with interest at #
at the Fulton Trust Company, dated April 1, 1940
and due April 1, 1950.
Amount of principal uspaid on Sept. ", 1941
5,000.00
Note made by Ressell 0. Class to the order of
Safe D. Receivelt for $21,550.59 with interest at ox
dated June 16, 1941 and due December 15, 1941.
Amount of principal unpaid on Sept. 4, 1941
21,539.59
Ascrued interest
201.54
(NOTE: The interest on all of the James Receivelt
notes - paid to August Slat, 1941. The item of
$45.75, appearing under the $2,916.00, represents
the accrued interest on the total James Receavelt
notes to September 7th, 1941).
The following note was in the decodent's safe
deposit bas in the Merchants National Beak and
Trust Company, Poughkeepsie, N. Y., vis:
Premissery note for $8,800. dated Nev. 8, 1908 to the
order of Sara D, Receivelt with int. at us on Jan. and
July seeh year, signed by Appletom L. Chark, and as
sollsteral security on assignment made by Appleten L.
Clark to Sara D. Receivelt dated Nov. s, 1908 assign-
ing an undivided it interest in certain contracts for
the sale of lands in Bills County, Kannas. NO VALUE
Cash
Cheeking account in the Merchants Nat. Bank a
Trast Company, Poughkeepsie, N. Y.
Balance on Sept. ven, 1941
1,317.46
Checking account in the Fulten Trust Company of New York
Balance on Sept. 7th, 1941
$5,657.54
Checking account in the Fulton Trust Co. of New York.
Balance on Sept. 7th, 1941
5,835.82
Checking account in The Bank of Nova Sectia,
st. Andrews, N. B., Canada
Balance on Sept. 7th, 1961
$72.50
Account No. 151875 in Psughbospsis Savings Bank, n/o
Sara D. Receivelt in trust for Sare D. Receevelt, Jr.
Balance on Sept. veh, 1941 including interest
accrued to last interest date
708.08
1
Form N.Y.T.T. 134A. 5-1-41-150,000 (3-7760) B-329
Give title of schedule and total each schedule.
It is not necessary to submit a schedule unless the property in the estate requires its use, nor is it necessary to
place each schedule on a separate sheet unless that is more convenient in the preparation of the schedule.
Values as Appraised in
DESCRIPTION
AMOUNT
this Proceeding
(Leave this blank)
SCHEDULE "g" (Continued)
Cash (Continued)
ACCOUNT No. 160544 in the Poughkeepsis Savings
Bank, Poughkoepsie, M. Y., n/o Sera D. Receivelt
in trust for Anna E. Dall.
Balance on Sept. veh, 1942 including interest
accrued to last interest date
0
154.51
ACCOUNT No. 164565 in the Poughksepsis Savings
Bank, Poughkeepsie, N. Y., n/o Sera D. Receivels
in trust for Curtie D. Dall.
Balance on Sept. 7th, 1941 including interest
accrued to last interest date
154.31
Account with Baring Brothers, Lendon, England,
a/o Sava D. Receevelt.
Balance on Sept. 7th, 1941
574.98
Balance on DA Account, Mery's Bank, Hereld Square,
New York City, n/o Sere D. Receivelt, on
Sept. 9. 1941
102.04
on Sept. 7, 1941 there was a balance of $5,475.46,
including interest accrued on last interest date,
on account AEGET4 in the Interest Department of
the Poughboopsis Trust Company in the name of
"James Receivelt Memorial Library Association,
Margaret Finch, Treasurer."
This account was subject only to the draft of
Margaret Finch, Treasurer, and was composed of dues
and accumulated interest on the same.
The James Receivelt Memorial Library Association
is an unineerporated association founded by Sara
Delane Receivelt, who was the President thereof,
for the purpose of maintaining a library in the
Village of Hyde Park in memory of her husband, James
Receevelt.
This bank account forms no part of the estate of
Sara Delano Recesvelt, deceased.
Refund
Refund of tax on Central School District No. 1,
Hyde Park, out of proceeds of sale of school
property in December 1940
$46.81
$ 119,606.22
,
Form N.Y.T.T. 134A. 5-1-41-150,000 (3-7700) B-329
Give title of schedule and total each schedule.
It is not necessary to submit a schedule unless the property in the estate requires its use, nor is it necessary to
place each schedule on a separate sheet unless that is more convenient in the preparation of the schedule.
Values as Appraised in
DESCRIPTION
AMOUNT
this Proceeding
(Leave this blank)
(15)
Household farmiture, liam, jourly,
fure, wearing apparel, automobiles,
live stock, farming implements and
other personal property at residence
and at Junes Reservelt Memorial Librusy
at Hyde Park, Datchess Comnty, B. Y.
Fair masket value - Boybember Feb, 1941
0 16,580.75
Household furniture, linens, fure,
wearing apparel and other personal
property at no. n Hast 00th Street,
New York city, No Y.
Fair market value on September run, 1941
5,485.55
Household furniture and other personal
property at cottage at Compoballo, New
Rounsvick, Genada.
Fair market value on September 7th, 1961
800.00
0 22,575.30
(Schedule D-8 continued on next page)
Form N.Y.T.T. 134A. 5-1-41-150,000 (3-7700) B-329
Give title of schedule and total each schedule.
It is not necessary to submit a schedule unless the property in the estate requires its use, nor is it necessary to
place each schedule on a separate sheet unless that is more convenient in the preparation of the schedule.
Values as Appraised in
DESCRIPTION
AMOUNT
this Proceeding
(Leave this blank)
"D-8" (dentimed)
There - is existence at the time of the
death of sare Delane Receivelt a trust
fund known as the "Fairhaven Homesteed
Publ," created originally w Varyon Delane,
the father of said Bara Delane Receivelt,
for the uyboop of the family homestead at
Fairhaven, Massachusetts. This was no-
duesd to writing in February 1982, a copy
of which is attached herete.
The surviving life beneficiaries have
agreed to terminate said trust and, there-
fere, at the time of her death on Sept.
7th, 1941, Sara Delemo Receevelt - the
owner of an equal undivided one-sixth
part of the principal of said Trust which
consisted of the following, visi
Cash
Cash - Sept. 7th, 1941
e
405.96
Securities
Stocks
American Stores
50 shares
Fair market value on Sept. 7th, 1941
588.12
American Rediator a Standard Senitary
60 shares
Fair market value on Sept. 7th, 1961
$15.68
Accrued dividend
7.50
Aluminum Co. of America
so shares, 0% pfd.
Fair market value on Sept. 9, 1942
5,427.50
Accrued dividend
45.00
Conselidated Gas, Electric Light &
Power Co. of Baltimore
98 shares
Fair market value on Sept. 4, 1941
4,410.96
Accrued dividend
07.50
Carolina Clinchfield & Chie Railway 00.
85 shares
Fair market value on Sept. 7. 1941
7,789.12
First National Bank of New Bedford,
Mass.
10 shares
Fair market value on Sept. 9, 1941
50.00
General Motors
40 shares
Fair market value on Sept. 7, 1941
1,542.50
recrued dividend
40.00
Form N.Y.T.T. 114A. 5-1-41-150,000 (S-TTCD) 8-329
Give title of schedule and total each schedule.
It is not necessary to submit & schedule unless the property in the estate requires its use, nor is it necessary to
place each schedule on a separate sheet unless that is more convenient in the preparation of the schedule.
Values as Appraised in
DESCRIPTION
AMOUNT
this Proceeding
(Leave this blank)
SCHEDULE "D-8" (CONTINUED)
Steeks (Contimed)
Glas Alson cest
no shares
Fair market value on Sept. " 1941
s
273.75
Accessed dividend
8.00
B, 8. Krenge
90 shares
Fair market value on Sept. 9, 1941
768.75
Accrued dividend
9.00
National Bonk of Fairhaven, Mass.
4 shares
Fair market value on Sept. 9, 1941
188.00
Owner Illinois Gluss
w shares
Fair market value on Sept. 9, 1941
2,271.25
Toxas ours Sulplur
no shares
Fair market value on Sept. 7, 1941
765.00
Accrued dividend
10.00
Texas Corporation
35 shares
Fair market value on Sept. 9, 1941
1,440.18
AGGRISS dividend
17.50
Union Carbide and Carbon
DO shares
Fair market value on Sept. 7, 1941
3,915.62
Account dividend
57.50
Union Pacific Reilread
50 shares, pfd.
Fair market value on Sept. 9. 1961
4,100.00
Accrued dividend
100.00
United Fruit
50 sharee
Fair market value on Sept. 4, 1941
5,662.50
Halworth Co.
78 shares
Fair market value on Sept. 7, 1961
555.50
Boads
Atchison, Topeka & Senta 70
34,000. Mr. Stanged 4% - 1995 - Fair
5,540.00
market value on Sept. 9. 1941
ACCRUED interest
55.46
Atlentic Deart Line Reilroad
$7,000. 40 bonds - 1984
Fair market value on Sept. 7, 1041
4,456.25
Accrued interest
84.00
Form M.X.T.T. 114A. 5-1-41-150,000 (3-7700) 8-320
Give title of schedule and total each schedule.
It is not necessary to submit a schedule unless the property in the estate requires its use, nor is it necessary to
place each schedule on a separate sheet unless that is more convenient in the preparation of the schedule.
Values as Appraised in
DESCRIPTION
AMOUNT
this Proceeding
(Leave this blank)
SCHEDULE "D-8" (CONTINUED)
Bends (Continued)
New Yesk, New Haven a Bartford
Railyeed don
$8,000. w bonds - 1987
Fair market value - Beyt. 9, 1941
0 555.00
Vinton Land ao.
$0,000. 0% brade
Fair market value on Sept. " 1941
No value
Vintee Celliery Co.
$5,000. B% bonds
Fair market value on Bept. 7, 1941
no value
Halvorth Co.
$10,000. $ bonds - 1985
Fair market value OR Sept. " 1941
8,500.00
Accrued interest
174.44
Walvorth co.
$0,000. of honds - 1985
Fair market value on Sept. v, 1941
4,018.75
Accrued interest
150.00
Webash Bailreed
$7,000. $ 109 mis. - 1999
Faimerket value on Sept. 7. 1941
4,927.50
Note
Premissory note of C. F. Delano of
Fairhaven, Mass., for $1,600.
This man operates a general store, includ-
ing plunbing, etc. The only noney be has
paid on this note has been represented by
jobs of work done, which, instead of paying
for, the value thereer has been deducted
from the original note. This man is now
fairly well ulons in years and he has lest
his wife.
The entire value of the principal and
interest on this note on Sept. 7th, 1941
was
500.00
Real Estate
Real property at Fairhaven, Mass.
known as the "Delano Homesteed."
Fair market value Sept. 7th,
1941
$ 9,000.00
(THIS PROPERTY IS NOT SUBJECT
TO NEW YORK ESTATE TAX.
Total
$ 64,490.34
One-sixth thereof
$ 10,748.39
(Schedule D-R continued on next page)
Form N.Y.T.T. 134A. 5-1-41-150,000 (3-7700) S-320
Give title of schedule and total each schedule.
It is not necessary to submit a schedule unless the property in the estate requires its use, nor is it necessary to
place each schedule on a separate sheet unless that is more convenient in the preparation of the schedule.
Values as Appraised in
DESCRIPTION
AMOUNT
this Proceeding
(Leave this blank)
SCHEDULE "D-8" (Continued)
48 the time of the death of Safe Balane Reservelt
there - an accounting pending is the Surregate's
Court of Dutchess County, M. Yes w Frederick A.
Delame and the Central Hanover Bank and Trust Company
- Trustees of the trust created for the
benefit of Dera Delane Ferbee under the last will
and Testament of Franklin H. Delame.
48 the time of her death OR September 7th, 1941
Bate Delame Receevelt owned as equal undivided
ene-third of the principal of said trust consisting
of the fellowing, visa
As $5,000. share in Bond and Mortgage
John Starters, covering property all Mett
Street, New York city, w
no VALUE
B. $2,220.49 Mertgage Participation in Bond
and Mortgage Guarantee co., Qty. #200403
Total Martgage $198,300.
Location - 100 Weets 190th 20., New Tork
city
Description - 6 story Elevater apartment
48 apartments - 190 -
Trustee - Manufacturers Trust co., New York
City
Participation appraised at -
0 1,381.66
C. $5,000. Martgage Participation is Bond and
Mortgage Guarantee De. (Qty. #218180)
Total Martgage $1,090,000
Location - 100 Bread Street, Now York city
Description - so story effice building
Trastee - Clarence Hereits, New York City
Participation appraised at as
1,050.00
D. $1,985.45 Mortgage Participation in Bond and
Mertgage 00. (ety. $210000)
Total Mortgage $508,500
Location - #484-20 Jact Had 89., New York City
Description - 18 story elevator spartment
81 spartments - ses reems
Trustee - Manufacturers Trust 00., New York City
Participation appraised at 51%
960.96
3. $5,000. Mortgage Participation in New York
Title and Mertgage co., Series H. 98
Total mortgage $1,000,000 (Foreelosed)
Lecation - #167-01 west 95rd Street, New York city
Description . 16 story elevator apartment -
8 stores - 190 spartments a 646 reces
Trastee - Brooklyn Trust co., Breeklyn, H. Y.
Participation appraised at 80%
1,800.00
Form N.Y.T.T. 134A. 5-1-41-150,000 (3-7700) 8-329
Give title of schedule and total each schedule.
It is not necessary to submit a schedule unless the property in the estate requires its use, nor is it necessary to
place each schedule on a separate sheet unless that is more convenient in the preparation of the schedule.
Values as Appraised in
DESCRIPTION
AMOUNT
this Proceeding
(Leave this blank)
SCHEDULE "D=8" (Contimed)
F. 81,004.07 Martgage Participation in New York
Title and Mortgage ce., Series И as
Total mortgage $647,500 (Forcelesed)
Location - #4761 Breatway, New York city
Description . 6 story elevator spartment
as stores - 119 spartments
486 reques
Trustee - William 3. Schmitt
Participation appraised at 42%
#
700.00
G. $6,000 Mertgage Participation in New Tust
Title and Mortgage Go., Series X 09
Total nortgage $1,450,000 (Fereelesed)
Lecation - Central Park Nest, New
York city
Description - 15 story elevater spartment .
" apartments - BES reems
Trustee - Joseph B. Miller, New York city
Participation appraised at 29%
1,680.00
H. $8,293.33 Mortgage Participation in Bond and
Mortgage Guarantee Go., (Cty. #200987)
Total mortgage $1,000,000 (Ferselesed)
Lecation - w/s Tiffery Street, East River and
Eastern Dealovard, Bronx, N. Y.
Description . Tasant land and lumber yard
Trustee - Smith, Chambers a Class, 60 Breadway
New York city
Participation appraised at 0%
188.47
I. $5,270.09 Mortgage Participation in New York
Title and Mortgage co., Series N 15
Total Mortgage $687,500.
Location . #144-50 News 86th Street, New York City
Description - 16 story elevator spartment
66 spartments - R95 receip
Trustes - David segal, New York City
Participation appraised at 40%
2,571.90
J. $2,335.55 Mortgage Participation ta New York
Title and Martgage ce., Series N 98
Total nortgage $834,000 (Fereelosed)
Lecation - #309-15 East 72nd Street, New York City
Description - 16 story elevater spartment
151 spartments . 394 rooms
Trustee - City Bank Termers Trust co., New York city
Participation appraised at 35%
790.00
Accrued interest on above mortgage certificates
B, D and I, less trustee's commission
74.20
Accrued interest on above nortgage certificates
0, J. E, I and a, less trustee's commission
102.94
Form N.Y.T.T. 134A. 5-1-41-150,000 (3-7700) 8-320
Give title of schedule and total each schedule.
It is not necessary to submit a schedule unless the property in the estate requires its use, nor is it necessary to
place each schedule on a separate sheet unless that is more convenient in the preparation of the schedule.
Values as Appraised in
DESCRIPTION
AMOUNT
this Proceeding
(Leave this blank)
SCHEDULE "D-8" (Continued)
NOTE: no payments have been reseived on the
811 Nott Street Mortgage (A) OF the 1st
Mtgs. cas. of Boad & Martgage Guarantee
ce. (B) (Guarantee #200907) on property
w/s Tiffany Street, Bast River and Eastern
Boulovard, Brenx, N. Ye)
Principal cash as of sept. ", 1941
0 18,467.97
Income each as of seys. 9, 1941
1,059.15
o 24,222.24
Form N.Y.T.T. 134A. 5-1-41-150,000 (3-7700) 8-329
Give title of schedule and total each schedule.
It is not necessary to submit a schedule unless the property in the estate requires its use, nor is it necessary to
place each schedule on a separate sheet unless that is more convenient in the preparation of the schedule.
Values as Appraised in
DESCRIPTION
AMOUNT
this Proceeding
(Leave this blank)
SCHEDULE "D-8" (Continued)
There - in existence at the time of the
death of Save Dolane Reservelt a trust fund
created w her husband, James Receivelt, in
and w the Birth paragraph of his will, a
copy of which is annowed herete, for the
benefit of said Sare Delane Receivelt for
life and at her death the remainder payable
to "James R. Reservelt and Franklin D.
Receevelt, their heirs and assigns ferever."
on September 7th, 1941 the unpaid income
from this trust due Sara Delane Receivelt
was
# 5,666.55
SUMMARY OF SCHMDULE "D-8"
Household furniture, etc.
e 88,575.50
Fairhaven Homestead Fund
10,748.50
Dora Delane Forbes Trust Fund
24,223.24
James Receevelt Trust Fund
3,644.55
# 61,018.20
Form N.X.T.T. 134A. 5-1-41-150,000 (3-7700) 8-320
Give title of schedule and total each schedule.
It is not necessary to submit a schedule unless the property in the estate requires its use, nor is it necessary to
place each schedule on a separate sheet unless that is more convenient in the preparation of the schedule.
Values as Appraised in
DESCRIPTION
AMOUNT
this Proceeding
(Leave this blank)
SCHEDULE T
Ralph V. R. Worden, Funeral Expenses
1
780.30
Andrew Marrey, Marker for grave and inscription
500.00
Marray Safe Go. Inc.
50.00
P. s. Curry co., Appraisal of effects and
furnishings at Ryde Park and E. 60th street,
New York City
680.00
H. D. Keex & co., Appraisal
of nortgages
00.00
Heary T. Hackets, Attorney's fees and expenses
5,000.00
Additional administration expenses
estimated at
8,300.00
-
9,510.30
SCHEDULE "I"
Collector of Internal Revenue, and installment
of 1940 Federal Income Tax
1,215.00
Rev. 0. V. Giegoy
100.00
st. Asse's Church, Compoballe
80.50
Harlow 0. Cookingham, School tames on residence,
farm, Library and H.L. h Leg Hyde Park
$69.65
State Tax Commission, final payment of 1940
N. Y. income tax
764.43
N. Y. State Unemployment Insurance Fund, tax on
wages of employees for Brd quarter of 1941
144.70
T. Stuart Hard, M. Do, medical services
150.00
Merrill Trust Company, Benger, Maine, to cover
overdrawn account at Eastport Breach
409.29
Guaranty Trust Company of New York, amount of
overdraft made by decedent vs. her banking acct.
403.74
Marrill Trust Company, service charge for Sept.
1941 per closing statement of decedent's most.
1.00
Collecter Internal Revenue, 4th installment of
1940 Federal Income Tax
1,215.00
Seett Lord Smith, M. D., medical services
250.00
J. B. Clay, balance due on house painting
contrast
955.60
Callector of Internal Reverue, additional
assessment 1940 Income Tax including
interest S-16-41
38.73
Franklin D. Receivelt, to reimburse him for
paying the following bills against this
Estate:
2,847.73
David Barns, Inc., 6 photographs
9
10.20
Kellegs & Bertine, electrical repairs
1.10
Columbia Fire Extinguisher co., Inc.,
Installation and recharging
56.25
Conselidated Edison Go. of N. Yes was
for 49 East 65th Street, New York
29.07
Beason Grain Store, grain, feed and hay
$8.50
New York Cent. R. R. 00., freight
charges on coal
134.40
Peughkospeis Buick Go., repairs to car
5.85
Form N.Y.T.T. 134A. 5-1-41-150,000 (S-T700) N-329
Give title of schedule and total each schedule.
It is not necessary to submit a schedule unless the property in the estate requires its use, nor is it necessary to
place each schedule on a separate sheet unless that is more convenient in the preparation of the schedule.
Values as Appraised in
DESCRIPTION
AMOUNT
this Proceeding
(Leave this blank)
SCHEDULE "I" (Continued)
William M. Must & co., for fear plant
tube
$ $6.00
Schwevin ALP Conditioning Cosp
5.55
DuBeis Quarter Cabs, funeral sare
40.00
I. B. Femable, electrical-comtrester,
for repairs
50.61
Railway Express Agency
1.58
J. B. Andrews Hardsure co., Inc.,
supplies for Hyde Park
11.90
Sterling Diskinson, for grain, feed and
poultry supplies
170.78
Denald Robison, for wheet, rye, eats, etc.
84.75
Hyde Park Moter Co., Inc., battery for
farm truck
10.45
Elisabeth E. Macy, Nurse, services for
cas night
6.00
New York Telephone Co., for services at
49 East coth st., New York City
28.18
Carbide & Carbon Chemicals Corp., for
pyrefax
22.50
Adriance Plumbine & Seating Co., for
repaire - houses and barns
95.26
New York Telephone Company, Hyde Park
house
21.90
Quaranty Trust Company, 7/50ths of
Servent's wages
131.00
Hyde Park Market, next bill to Sept. 7th
68.56
Hyde Park Greeery, bill to Sept. 7th
90.22
Luckey, Platt & Co., too kettle and
incidentals
5.91
Bevier & Teakem, Inc., for drugs
4.88
North River Coal Co., coal for Byde
Park house
330.00
John J. McCann Co., for lime, lawn seed,
coal, chloride, etc.
61.63
Mack & Frey, groceries to Sept. 7th
9.31
Tide Water Associated 011 Co., oil for
Hyde Park house
110.50
Coreoran, Fitagorald & Co., ice for
September, New York
8.96
Ven der Linden's, for soap
6.75
Harvey Johnston, coal, repairs, lumber,
etc. for Campobello
466.58
Limmis Calder, for grocories at Compobelle
216.09
Morton Mitchell, for gasoline and oil
at Campobelle
40.98
Murray Johnston, for milk at Compobelle
64.06
Robert J. Calder, carpentry at Campobelle
8.50
A. R. Hoffit, M. D., medical services
75.00
Stickney's Wedgwood Store, for china
18.00
B. J. Burdick, for shoeing horses, for
July and August
20.25
Hyde Park Motor Co., Ine., repairs to car
36.00
A. G. O'Neill, for bed jacket
7.50
Anna MeGowan, for services at Campabello
and for laundry for July, AME. & Sept.
156.56
Howard Philip Carpenter, M.D.,
Immination of water
10.00
Jon. L. Fimbel, services to oil burner
10.00
Hyde Park Pharmacy, for supplies
7.97
$
Form N.Y.T.T. 134A. 5-1-41-150,000 (3-7700) 8-320
Give title of schedule and total each schedule.
It is not necessary to submit a schedule unless the property in the estate requires its use, nor is it necessary to
place each schedule on a separate sheet unless that is more convenient in the preparation of the schedule.
Values as Appraised in
DESCRIPTION
AMOUNT
this Proceeding
(Leave this blank)
"I" (Continued)
Fulton Trust Company, fee for cafe-
keeping of securities and collection
of income for period 7-1-62 to 8-7-41
0
168.00
D. 7. Bennett, NO, medical services daring
July and Angust
96.55
W. V. Frice, Inc., bill of mg. Sist
6.50
H. 0. Ricketts, bill of mg. 20st
1.51
Coleay Garage, Inc.
10.00
Havey & Wilson, Kastport, Me., for need
purchased 5-8-41
2.00
Parson LausAry Go., for laundering curtains
at New York house
27.22
W. W. Luckey, Poughkeepsie, Natate's share
of Woskmen's Compensation Insurance
105.90
Fulton Trust Company of New Tesk, for
proparation of income tax returns
75.00
Federal Insome takes paid an income received
w decodent from Jan. 1st, 1941 to Sept. 7th,
1941
18,488.02
New York Income takes paid on income received
by decedent from Jan 1st, 1941 to Boyt. 7th,
1941
1,867.50
Telephone calls
6.25
0 24,199.25
Form N.Y.T.T. 134A. 5-1-41-150,000 (3-TTCD) 8-329
Give title of schedule and total each schedule.
It is not necessary to submit a schedule unless the property in the estate requires its use, nor is it necessary to
place each schedule on a separate sheet unless that is more convenient in the preparation of the schedule.
Values as Appraised in
DESCRIPTION
AMOUNT
this Proceeding
(Leave this blank)
K
Rester, Wardens and Testryment of as. Junes
Church, Ryde Park, Datchose County, N. T.
0 5,000.00
SCHEDULE "L"
- Kleaner Receevelt, 56 years of age, Hyde
Park, Dutchess County, N. Y., doughter-in-law.
Life cotate in a Trust Fund of
1/40th of residue of estate.
H. Besttiger, over so years of age,
Moreer Island, Seattle, Washington. Oranddanghter.
1/80th of residne of estate outright.
Capt. James Receevelt, ever so years of use,
780 Avenue J. Coronado, California. Grandson.
1/60th of residue of estate outright.
Capt. Kiliett Receevelt, over so years of age,
1108 Pean Avenue, Forth worth, Texas. Grandson.
1/60th of residne of estate outright.
L.B. Franklin D. Ressevelt, Jr., BY years of age,
Mill River Road, Hast Norwish, Long Island, N. Y.
Grandson.
1/60th of residue of estate in trust until he
reaches the age of so years.
maign John A. Ressevelt, so years of ago,
631 AVENUE 4, Cerenado, California. Orandson.
1/60th of residue of estate in trust until he
reaches the age of so years.
Franklin D. Receevelt, Ryde Park, Datehess County,
N. Y., son.
9/10ths of the residue of the estate outright;
the remainder of the trust fund of ARRA Eleaner
Receevelt if he survives her and
5,000.00
Arthur J. Merrie, 501 Crest Road, Ridgewood,
N. J.
5,000.00
Heary T. Hackets, Ryde Park, Dutchess County,
N. Y.
5,000.00
- 18,000.00
:
Form N.Y.T.T. 134A. 5-1-41-150,000 (3-T700) 8-329
Give title of schedule and total each schedule.
It is not necessary to submit a schedule unless the property in the estate requires its use, nor is it necessary to
place each schedule on a separate sheet unless that is more convenient in the preparation of the schedule.
Values as Appraised in
DESCRIPTION
AMOUNT
this Proceeding
(Leave this blank)
Amt. of Schedule "A"
o 8,250.00
me. of schedule "B"
Amt. of Schedule "0"
119,696.22
Amt. of Schedule "D-B"
61,018.20
covering the following:
Household Furniture, etc.
0 52,373.30
Fairhaven Trust
10,745.39
Dera D. Ferbes Trust
$4,232.34
James Receevelt Trust
5,644.55
$ 1,180,841.00
LESS:
Amt. of Schedule "H"
s 9,510.30
Amt. of Schedule "I"
24,179.25
Amt. of Schedule "X"
5,000.00
58,489.55
Net Estate
# 1,090,372.55