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HomeMy WebLinkAboutOC1968-0783 - ESTATE OF DICKSONRcc-al (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT ROY R.DICKSON (Executor ~~~. IN YOUR REPLY PLEA.&: REFER TO 37-121-8 j In Re:Estate of --=EL=':.:::I:.:::Z;:..:AB;:;.:b=.:T:.:H~J_._DI_C..:.-K_S_O_N _ ___....::W..:.:;A:::::S.::.H=IN:.:::G:..:rl':.::.O~N County -File No.63-~8-783 Dear Mr.Dickson: You are hereby notified that the~~~o~r~Jg~'~i~n~al~~__ appraisement in the estate of Elizabeth J.Dickson has been filed in the office of the Register of Wills qf Washington County on October 18 ,19 68.Said appraisement reflects the following valuations: Re alEs tate --=!1....3:.J,'""3:.:=0:.:=0~•..:::0..:::0 _ Personal Property 3~,u8~9~k~,~1~8~-- Transfers _ Tota1 """'l..l.l6~,.;l,$J.l94.......11.18"--- As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ..:=0~c'""'t:lo!.ob~e:=:;r~1:=.:8"""a......=1....9~6~8:..-_Signed Title £2~ •l'RAISbR DATl!:OF DEATH:May 20,1968 Note:This is not a bill. • -,~,RCC-39 (6-67) COMMONWEAI:.TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT DICKSON,ELIZABETH J. FILE #63-6£5-783 Nay 20,1968 . SUMMARY I,the undersigned #63 Washington the real and personal opposite each item in 10-1£5-68 rtEPOHT OF INHERITANCE TAX APPRAISER duly appointed Inheritance Tax Appraiser in and for the County of ,Pennsylvania,do respectfully report that I have appraised property as reported in the foregoing return at the values set forth the last column to the right in Schedules "A","B","c"and "E"/-~=::-;,.::.L-'----..I...::::=-.a...~c:...4.~~=='~"~-.'~ PPRAISE;-P'05-20-68 D a ted: FILE #63-6£5-7£53 10-18-68Dated: REPo~r OF THE REGISTER OF WILLS I,the undersig~ed duly electeci Regis ter of Wills in and for Washington County,Pennsylvania,do respectfully report that I have allowed deductions in the amounts claimed by deponent,except as to those i terns where a greater OT lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. REGISTER OF WILLS VALUE AS REPORTED VALUE AS APPRAISED V~A~L~U~E~A~S_~RE~AP~P~RA~I~S~ED~ $13,000.00._$13,000.00 ._$_ 3,894.18 ._3,£594.18 ._ INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) J oint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE 16,894.18 ._ ,4,:ZOO,.10,:~_ 12,194.08 .__ 16,894.18 ;;,k,2P9!W=:- 12,194.08 ._ ======:- Valuation of life estates or annuities . . . • . . . • • . •$----- ESTATE TAX ASSESSMENTS COMPUTATION OF TAX TOTAL TAX BALANCE PAID FOR USE OF REGISTER ONLY q Tax on $!')% T ax on $.rsf-6 ~,"~ T ax on !l;12-,194,08 (jj!i Ja>., T ax on $.__1[,)% Exemptions :=(::,) Total Estate __ TOTAL TAX Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death 3ALANCE OF INHERITANCE TAX DUE Add interest at rate of 8%from to AMOUNT OF ESTATE TAX ASSESSED E s tate tax paid BALANCE DUE Add interest at rate of 6%from to $_---:...-_-- $=====\- $------ $=======1=' *-------d>~)------ (::,)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. ~--------- $------ $------- $------- $-------$ FQR USE QF REGISTER QNLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,same should be noted below,with shQrt explanation. I Will lAdministration~No.year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF EL;I:.U:E3:B.'rH.....T.~...P1:QKSPN Deceased Late of ........c.I1.A.It'l':r.~.'I'W:P....... County of ~_WA.?~.~~Q~()~. Commonwealth of Pennsylvania REPORT AND APPRAISAL i • •.....DEPARTMENT OF REYENU:E , BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.1712 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~~9.:.~.~:?? COUNTY ..:~~~.~~~~~.?~. FILE NO...§.:2:.§.?:7..?.:2 . Whereas...~+..t.;?i.~p..!?~.h J..~.Pt.9.~!?Qn late of gP.:?:~.~.~~F.~~.~. in the County of !.J'~.~~.~.~g.~9..~Commonwealth of Pennsylvania.having died on the ~.Q t.b.day of 1.'1.fJ:Y.........19 ~.?...seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I ~.~.~.~G.h§..~.~y an appraiser duly appointed according to law. having been designated to make a fair and conscionable appraisement of the said estate.and to assess and fix the cash value of all annuities and life estates growing out of said estate.hereby file the following appraisement: In the event that any future interest in this estate is transferred In possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future Interest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoles $ R.t!:ALTY: U""''''Q ,<IT1 t'l T.ot.R1R liIJest Grant St Chartiers Two ••!.l I Washinrlon CountY'.Pa ••Houston Post Office.See I ~ 13,000.00 13,000 00 IDeedBook773.page 363.I j , I PERSONALTY: Bank Acct.-Western Penn.National Bank.Houston Office 1,941.68 1964 Dodge Automobile 655.00 1959 Volkswagen automobile 250.00 Household goods (sold at auction)1,047.5Q Total 3.894.18 3,894.18 Total 16,894 18 form~;v~':fhb~':::~h:.w~aL}~o~:'~a~o~~~~~a~~r...i~iS;?~ ~.......7{............,....2:.......................................................~~".:......... (Ie er and Street) '2M '/,..-/"~................~....................................................................................................Penna. ~.(Post Office) ·.WA:3,H:J,NGr.9N........................COUllty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ELIZABETH J.DICKSON Deceased. Late of CHARTIERS TWP.-. Datc of Dcath,~y ?.9.J J.9.~.?.. Appraisemel!t Docket Vol.,.:3..7... Page,~J,~.$.No 63.~.6.$:~'::7.$.3 . Filed in Register's Office,QGt.Qp..~.:r..l.B."196.8.. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal ft-om Appraisement,. Entered and charged,. I• .. ., Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF j WASHINGTON....................................................................................~ IMPORTANT:This return must be completed in detail and filed in duplicate,w Register of Wills of the County where decedent resided;Retur date of death,unless an extension is granted by the Secret.y ___th~Inheritancean!l.Estate~ax A,ct of ugn.) E~:;!3.~~Y~~~;~:OF cHoH.unHH....tHy...}:::UAV;:OF Late of ..H..H W~I.3.~1.1~~~..H H'H . State of ?~~y~y.~.a :..}ss: County of .W::l.~~~~Q!t.. ....··HHHH.....H....~.~Y..H~.~H...!?.~~~~C?~'....H'HH',H......H.H....H.HHH.......--Execu-tor of the estate of the above-named decedent being duly sworn,depose S and say S Decedent'dJed M~y. (Month) Name and address of attorney or} other authorized representative to. whom all correspondence should be mailed. PeacoCk Keller &Yohe...."H"H 'H..H H H H H H.HH.HH'HH'HHHoOH"'HoO' 68'"70 Ea~t:a'~l.lSt1"ecet,VIa,@~~U~~()~,:pe~yly;,mi.a..J&3.Q1 Executor fThatassuchdeponentisamiliar with the affairs of said estate and the property con- (Ex"clItor-Administrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT N 0 N E That the contents of said safe deposit box or boxes are itemized under Schedules _-_._-_-_-_of this return,with the exception of the following,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth full v and in'detail all the real property in the Commonwealth of Pennsylvania of which decedent died haVing an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other institutions,whether indiVidually,or in trust for any other person or persons giving also separately the accrued interest thereon,if any,down to the last interest day prior to deceaent's death in the case of savings banks,and to the date of decedent's death"· in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in- debtedness of the United States to the decedent;all obligations,whether by statute or agreement they are designated as tax free,of the Uni ted States,or any state,or political .subdivision thereof,or of any foreign country,which are'owned at the time of death;all wearing apparel,jewelry,silverware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all other personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated market value thereof;all bonds and mortga~es held by decedent and of all claims due and owing decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable to the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.It should also set forth in itemized form,together with.the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,.to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transfe~ee and all other facts of a pertinent ~ature regarding said transfers.In the case.of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to.the schedule a CODY of the deed,trust agreement or other instrument creating the trust.Therl~is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's death by virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint- ment vested in decedent,either individually or jointly,by the w.ill,deed,or other instrument of another, with a copy of the instrument ,creating such power attached to the schedule. That Schedule D .attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property,real and per-I sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of ~.death;taxes accrued chargeable for period prior to decedent's death (except .those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B","en,"E",and "F"as directed therein,· have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this 3rd .l.~l..~9Y.~.~PJ.~.~.~9JL ~M ••• (Executor-MRSBr) 745 West Grant Street.. (StTeet Number) Houston,Pennsylvania 15342....................................................................................................................................... (City or Town and State) October 68......day of 19 . Mary Jane Smith,Notary Public Wi\shington,Washington County,Pa. My Commission Expires I F1lbruary 28,1969NOTE:'Before signing affidavit make sure all blank spaces in the affidil.vit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and.unlisted securities, se~urities of close or family corporations or an interest in any co-partnership or business,that the data and.statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. (NotarialSeal")""·······..·······..······..··········· ..l.~.!.......M~r.y ..,J..~q~...s..mnb...... \. RCC-34 ({-54) COMMONWEALTH OF PENhlSYLVANIA DEPARTMENT'OF REVENUE BUREA,U OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT seHEDuLE'IIA" t'EAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenarit or tenancy by entireties,report on Schedule "E".Property held by thede.cedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commo!"wealth of Pennsylvania should be described by lot and block number,street and street number,together wi th a general description of the property,with a reference to the record of the conveyance by which the decedent took title;If a farm state number of a· cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessme.nts,accrued Interest on mortgages,etc.,are to be listed on Schedule "F"and must not be deducted from this schedule. House $nd Lot,E118 West a",am StreetJ.Cha.... .tiers TownshiP..Waebinaton Couaty.Pennsylvanla; (1)(2)(3)/ DEPARTMENT ASSESSED VALUE VALUATION FOR YEAR OF ESTIMATED CAUTIONDECEDENT'S MARKET VALUE (Do not write DEATH In this spoce) HQustttl1 Post Office.See Deed Book 173,'Page 863.~/!9¥'&J .--:;-pP j~,C2.-- lS,000.00 Insert this total opposite "real property",Schedule HA"in the X X X X X "As Reported"column on the last page of this return.13,000.00 /3 ()00,00I RCC'-35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "n" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.SaVings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,•stocks,'mortgages,notes,.together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in any undistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item No•. 1. 2.. ITEM List and describe fully Buk Account'"Western Pet1GS11vanta National Baak,Houston Office 1964 Dodge l1uto1UobUe 1959 Volkswagen automobue Household goods (sold ate.uetion) UNIT VALUE ESTIMATED MARKET VALUE .\,941.68 658.00 2S0.00 1,04'1.50 DEPARTMENT VALUATION (Do not write in this sp,ace) (p 5"£':(j 0 I ),50,60 I ()V7,$OI·,,. Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X 3,894.18 Rcc-36 CO~~lON1mALTH OF PENNSYLVANIA Tlli\NSl~R INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "c" TRANSFERS (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)lio (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)No (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's health at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)~ (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)~O (b)What was the transferee's age at time of decedent's death?------(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer,yes or no)~O (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)~ ·(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or 0 thers _ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)~O· (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)No (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)Ito NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM DESCRIPTION MARKET VALUE (Es timated) NONB DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return.NONS CC\M~II)~'NF!\LTH OF PENNSYLVANIA TH \\~;'Fn TKHElU TANeE TAX llE~InEI\'T nECEDENT •, I ... SCHEDULE "E" JOINTLY OWNED PROPERTY .f, DSTRl'CTIO!'iS:This schedule must disclose all property,real and personal,owned by the decedent jointly wi th another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated tmder Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-~wners to the decedent. Description of Prope;ty,Date ofAcquiSit-ion,Name-,Unit Address and Relationship of Co-Owners,and Place l Value of Record of Instrument,where Real Estate.i r---~---~------ percentage!Estate Share Valuation ---- DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest NONE ! Ii i I!II! IL~~--..JJInsertthistotalopposite"Jointly Owned Property",Schedule"E" in the "As Reported"column on the last page of this return. RCC-37 (12-63) C'OMl\ION\\'EAL1TH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ,"" SCHEDULE "0" BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Roy ft.Dickson 'l4G Weat Grant Street Houston..PeM,Sylvlftia 15342 So..Yee 100fo - ( h Deponent fUrther says that all the above-named beneficiaries are liVing at this time except below:~one NAME DATE OF DEATH RESIDENCE -_._---================================================================ ~IATTER OF THE APPRAISEMENT OF THE ESTATE OF Will Administration t No. P.II THE Year (Executor-Administrator must complete "As Reported"column #1.) C1 >-i "'tl ::x:l......~(l)0 ~....e:...'":::l '"'"'"0...,.....:::l '"t:I~e:......... ~'"0 ~'0~"'tl (l) c::r'....... ~0 ~'0 trl ~.... '"......'<~....~ -tr E~BETHJ.DICKSON Deceased Late of the ,Borough,of ,Houston ' County of Wasbinglon" Commonwealth of Pennsylvania REPORT AND APPRAISAL enc::~~>::x:l...-....--...><:W en U'l()(")?"?"?'"n ~.,.; ~::::--- -Ee -Ee -0 -EI9 -EI9 -Ee ..", S1~I •t ."'))..!-•'J 0:"",',',."/':_.~~_;~ :.... :CD:. :g;):ex:>:.:-:-:co :2-> :0 ~'~'":2 O):o::x:l :.....(D:0 .g -;::.:0°-...., ....0 (t CDO -== 2:;,•C.-I '"~/v.I...t -Ee -Ee -0 -EI9 '*-Ee ------- 0 :';// '-J t I "'-.':C'\:'-<' ~:,~:.".~.".0.-•~, :">:0 'f'""or.:,~:,\~\............."~v: ,It~o 2"1-;:""-<::->.0"'-.~c:,g. .....'~.~:e-c..,-....'c\~ Form RC C·lO TiJ 2>1--J:J--J-g DEDUCTIONS ALLOWED IN ) ~,AGENT OF _THE COMMONWEALTH ~/~3-l~-;;/3 OF ,OFFICE OF THE REGISTER OF WILLS WASHINGTON COUNTY STATEMENT OF DEBTS AND DEDUCTIONS (A ~~~c:7t THE SUM OF $7!Zqq(9. DATE APPROVED uuLC!.u~0.f:~1 ~~Le5?~4,Register of Wilis.Ag"nl ESTATE OF ELIZABETH J.DICKSON LATE OF the Borough of Houston DATE OF FILING APPRAISEMENT /O-/y-t;cf OATS OF DEATH May 20.1900 DATE NO.OF NAMi OF PAYEE REMARKS AMOUNTVOUCH~1Il Home William E.Soealqnan Funeral!Funeral Exoense 1 336 00 Tom BrownI s Flower Shop Flowers 15 90, ,/ Kurtz Monument Comoanv Grave Marker i~o 00 Fetherlin &Carl Real Estate Comm;i=:i=:;on ,7A()()() John D.Woodward Recorder Pa.Realtv T ..1'::lX 1':l()()() Tax John D.Woodward.Recorder Chartiers Two Realtv Trani=:fprl l~O 00 Peacock.Keller &Yohe Attornev's Fee Add 7() Marv Jane Smith Notarv Fees 4 50 Rov R.Dickson Petition for Familv Exemntion 1 000 00 H -,S Post E '0 of ::ll1~t;on i=:alp Qf\'J c:;.f\ 11'ilmg Statement of Debts and ~00RussellM::l rino Rep'iRter Deductions and RCC-33 Form tlOn Russell Mari no,Register WilingPetition For FamilvExemn..11 ~00 Russ ell Marino.Register .l...Jetters and Short Certificates 20 50 TOTAL 4 700 10 COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON I, }s.: ----=R~o~y,J......:R!:..!..L.--=D!..Ii~c...kl..ts2..loo.!!n!.A-------HEREBY CERTIFY.THAT.TO THE BE.T OF "'V KNOWLEDGE AND BELIEF.THE FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF ELIZABETH J.~DlCKSON .DECEASED.AS DEDUCTIONS;FOR INHERITANCE TAX PURPOSES._/IJ~~ -<--='--j--#-I!--I--L-'--"---u-::::::-T:r-.....~T::-=-=-::::-----(I..s.)SWORN AND SUBSCRIBED BEFORE ME THIS 3rd DAY Of'Roy R.DIckson O~-9 '8illLyPLtAO7~C;>Q~:d I Mary Jane Smith,Notary Public Washington,Washington County,Pa. My Commission Expires February 28,1969 .....t. ,. :"'\..::. ,. t....- I •o "1'_~',,,1""""":"-*"-.,~,c"'",.,--'''-',Ii:.~i~:;;:::£-.-,-"~,'--~'~~""-"(P2J-tg-'7!~'/ ELIZABETH J.DICKSON ITEM III.I hereby grant unto my Executor power at any time to sell '..OF I.ELIZABETH J.DICKSON,of Houston,Washington County, ITEM II.I do hereby give,devise and bequeath all of my estate, ITEM 1.I direct the payment out of my estate of my debts and of revoking all Wills by me at anytime heretofore made. as he may deem wise and to make good deeds therefor,to the purchasers any real estate which may at any time form part of my estate for such prices, . real,personal and mixed,unto my son,Roy R.Dickson. upon such terms,in such way and manner and for such interests and estates Pennsylvania,do hereby-mak~this my Last Will and Testament,hereby the expenses of rriy'~ast illness and funeraL thereof,without any obligation on the latter to see to or be responsible for the application of the purchase money.' ITEM IV.I do hereby nominate and appoint my son,Roy R.Dickson, Executor of this,my Last Will and Testament. IN WITNESS WHEREOF,I have hereunto set my hand,this J'day of "i ~:rV!) This instrument,consisting of one (l)typewritten page,(bearing the signature of the above named Elizabeth J.Dickson),was by her on the date hereof signed,published and declared by her to be her Last Will and Testament, in our presence,who at her request and in her presence ana in the presence of each other,we believing her tobe of sound and disposing mind and memory have hereunto subscribed our names as witnesses: //--...~)-1'/,.-....//~/ ,'",J /'~•.1 I'J//'I?/;/' I /~~:~:,-:t:(,...-'</':./';.::./_ ".~..~­J''''--~i'·--f .....,.,. IN THE ORPHANS'COURT OF WASHINGTON COUNTY"PENNSYLVANIA ) IN RE: ESTATE OF ELIZABETH J.DICKSON, Deceased. ( ) ( ) ( ) ( No.of 1968,O.C.---- ORDER AND NOW,this j-:::'~ay of ~~···1968'upon con- , sideration of the annexed Petition,One Thousand and no/IOO ($1,000.00) Dollars is set apart and awarded unto Roy R.Dickson as his family exemptior under Section 211 of the Fiduciaries Act of 1949. BYITfIE"COU T\.~/ By \;.1-./('[//1.A v V - ( rJ P.I J. IN THE ORPHANS I COUR T OF WASHINGTON COUNTY"PENNSYLVANIA INRE: ESTATE OF ELIZABETH J.DICKSON" Deceased. ( )",g -,~--7(.3 ( )_No.-of ]961"1,~C. ( ) ( PETITION FOR FAMILY EXEMPTION TO THE HONORABLE p.V.MARINO,PRESIDENT JUDGE OF THE SAID COURT: The Petition of Roy R.Dickson respectfully represents: 1.That your Petitioner is the son of Elizabeth J.Dickson who died May 20,1968,a resident of Washington County,;Pennsylvania. 2.The decedent left a Will duly probated in the Office of the Registe of Wills of Washington County,,Pennsylvania..a true copy of which is attached., hereto. 3.That Letters Testamentary were granted to the Petitioner by the Register of Wills of Washington County..,Pennsylvania. 4.That at the time of the death of the decedent,your Petitioner was a resident in the same household with the decedent. 5.That your Petitioner claims One Thousand and no/lOa ($1,000.00 Dollars as an exemption under Section 211 of the Fiduciaries Act of 1949. WHEREFORE,your Petitioner prays that the said sum of One Thous nd and no/lOa ($1,000.00)Dollars be set aside for him. .- COMMONWEALTH OF PENNSYLVANIA ( )SS: COUNTY OF WASHINGTON ( Before me,the undersigned authority,personally appeared ROY R.DICKSON,who,being duly sworn according to law,deposes and says that the facts set forth in the foregoing Petition For Family Exemption are true and correct as he verily believes. ~12.·RJ~d Roy R.DIckson Sworn to and subscribed before me this j'JlAL day of ~2 J A.D.J 1968. 9LLd~~<sxL<~U Not y PublIc Mary Jane Smith,Notary Puhtrl! Washington,Washington County,PI. My Commission Expires February 28,1969 •... •-j, 'oJ I 'I Il I~I I, I III I ! I j i: ( t t ~.J -~t--7£.3 IN THE ORPHANS'COURT OF IwASIDNGTON COUNTY,PENNA.~ No.of 1968,O.C. INRE: ESTATE OF ELIZABETH J.DICKSON, Deceased. PETITION FOR FAMILY EXBMPTION ~!J 1r 1€' ,_4,, t ;-..'r -..,r.1,-:_.-R~.(~.,t ~~)---,-!~-I1~_.. ".~.):--:••r'.'--Jtl"._.J ..~~\v.I...-> fJ •..J LAW OFFICES PEACOCK,KELLER a.YOHE EAST BEAU BUILDING 68-70 EAST BEAU STREET WASHINGTON,PA.15301 /~/-4if 1 =------ Form RCC 4 HI 3 66 ~9 COMMONWEALTH OF PENNSYLVANIA- - - -~RESIDENT DECEDENTS949017OFFICIALRECEIPT No.'Transfer Inheritance and Estate Tax File No.63.'S"il'83 Date Jul"19 19---6.B ..Office REGISTER OF WILLS.'fiASBTtJ'f!TOt'f Pac -----------__--!County,ss:Received from __~n~OY!!,,·!!!..·_a!!.!!··:.:!..___!!:b~I!o!!C!!.!I\~..!:!S!l!tt~NL·____'__ (ExecutorXU~~a'tof the estate of BLDADETHJ 'Ii l>IettSo~ who died ,May .20 19~,the sum of 'PIm'mJNDmm Md ~o/lOo'.''ioI'll"i .........._Dollars, being TRANSFER INHERITANCE TAX =d!or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax Real Estate Tax on $5%$_ Date Valuation $Tax on $~O%$_ $Tax on $On Asco:mt 6~a $S2G.31 Total $Tax on $15%$--_ Personal Property Exemptions *$";:'=========== Date Valuation$Total Estate $_ $Total Tax $_ Total $Less Tax Previously Paid (if any)$=========== Total Gross Assets $Bal=ce $_ Less Debts and Expenses of Less five per centumof tax if paid ,., Administration $within 3 months after date of death $26.31 Clear Value of Estate $l~rcm:f.Pf}iD Amount of Estate Tax Assessed under Valuation of Life Estates or Annuities the Act of May 7,1927.$_ Date 19__$,_ Add interest at the rate of %\ -----19__$from _ Estate Tax Assessments ,to $===========Date 19__$ ,-------Total $500•.00 ---19__·_$*As evidenced by Charitable Exemption Certificates issued by the Secretary of .NOTE:In accepting the transfer inheritance tax on future estates prior to the death of Revenue under Act of May 28,1956,P.L.1757,effective June I,1957,as amendedthehfetenantortenantforyears,as evidenced by this receipt,it is understood that the Com-'.monwealth shall not be precluded or prevented from hereafter assessing additional inheritance by Act No.381,approved Tuly II,1957,and Act No.207,1961,Sectlon 302. tax at the death of the life tenant or tenant for years whenever it appears that such additional .....0.·..tax may be legally due and collectible for any reason whatsoever.S E boLolJOOO[P[LO©£lJ[E31~'a*8 I b~y~--:::?;/.e-~ NOTE:This Triplicate Receipt to be retained by the Register of Wills and Ad~numerical RegIster of W,lls sequence for audit purposes.MOORE BUSINESS FORMS,INC.,ELMIRA,R.Y. J FORM RCC-4-RI 'l'RANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT 3'DocketL..__-,Page 121 Ijnet:-_8_·.__ Estate of WZABMII J.DICKSON omCE OF REGISTER OF WILLS _---.:W&=.::..Sl=iI=::.;NG:.;;.;..f:::....;:O;;.;:.:N.Jl-.Fa. Date,__J_a1_··Y,---1_9_'19 68 SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9.1929.P.L.343 AS AMENDED BY ACT MAY 15.1945.P.L.528 Register of Wills --.; 1201 (g).Act of April 9.1929.P.L.343.as amended. viz:-"To receive from Registers of Wills all duplicate re- ceipts for taxes paid to them by executors or adminis-trators and to charge the Registers receiving the moneywiththeamountreceiptedfor.The original of each suchreceiptshallbesignedandsealedbytheRegisterofWillsandtransmittedtotheexecutororadministrator. whereupon it shall be a proper voucher in the settlementoftheestate.In no event shall the executor or adminis-trator be entitled to a credit in his account by theRegisterunlessthereceiptis90signedandsealedbytheRegisterofWills:' Fill in below name and address of person to whom tax receipt is delivered: ATYfS.PEACOCK..ImLtER &tOBE 10 EAS!DBAU STR!BT I To _--==..:::;.::::..:::..:::..-.::..::=;.;:....:::...::.;::.:..JI::..-.;;.....::.=~~~-.:...._-.:...._ L WASlIINGTON t PENNSYLVANIA 15301 --' -_._------------------------"--------' ,,. '~.- ;~l L' ·'t. 1 ,, I' I IL. Form RCC-4-RI-3-66 ~9 COMMONWEALTH OF PENNSYLVANIA RESIDENT DECEDENTS 979067 OFFICIAL RECEIPT No.Transfer Inheritance and Estate Tax File No.63-6<1..:/$) Date P¢v....~.er 1~19~ Office REGISTER OF WILLS.:.,~·~:~!t1..~·C~i\~q:J Pa. t "J;HJf:ti'tl\l County,ss:Received from l1€",:t"~}..ideic~m11 (Executor:1~l\.d!l1ipist:rm9r;Qr.G,iiOidiori,)of the estate of l~uJ;.i.J",.t;:1t J.jl.i'diN who died t;J.:t :tn~·19 6a ,the sum of ':....rLn~·_'.-::-1\1,6 aTttl )3/100 - - -....- -...._.......Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax Real Estate Tax on $5%$ Date Valuation .,r:~__t ~,..t;"$':l ~iiI(('IO.OO Tax on $10%$ $Tax on $12,J..9J...OC 63 ~2%$731.64 Total $],3,OtJO.CO Tax on $15%$ Personal Property Exemptions *$ Date Valuation 10-1~·_f,p,$1..(('/1 ..18 Total Estate $ $Total Tax $ Total $3)l~t...1S Less Tax Previously Paid (if any)$526.;al Total Gross Assets $16,G';1...~12 Balance $205.3) Less Debts and Expenses of Less five per centum of tax if paid Administration $L t 701..,,1'0 within 3 months after date of death $ Clear Value of Estate $J~,1r.{4.0~Amount of Estate TaxAssessed under Valuation of Life Estates or Annuities the Act of May 7,1927.$ Date 19__$Add interest at the rate of •%19__$from Estate Tax Assessments to $ Date 19__$ Total $2O:...';) 19__$*As evidenced by Charitable Exemption Certificates issued by the Secretary of ,NOTE:In accepting the transfer ~nheritance tax on future estates prior to the death of Revenue under Act of May 28,1956,P.L.1757,effective June I,1957,as amended the hfe tenant or tenant for years,as eVidenced by this receipt,it is understood that the Com-by Act No,381,approved July 11,1957,and Act No,207,1961,Section 302.monwealth shall not be precluded or prevented from hereafter assessing additional inheritancetaxatthedeathofthehfetenantortenantforyearswheneveritappearsthatsuchadditional SE:9 ~.':z,tax may be legally due and collectible for any reason whatsoever. 1JOOD GIDrLD ©£1J[E 3'l...la-S It t;,;,J'~~,t ,./,,~~~"t.·.r r·,1_·C""'i NOTE:This Tnplicate Receipt to be retained by the Register of Wills cmd filed in numerical Register of Wills sequence for audit purposes.MOORE BUSINESS FOR~S.INC.,ELMIRA,N.Y. """ ) To AT?!..r~;'"lCOC!,ID.:.1.~1 &.t0HE 6S-70 j".:'ST BLLU hTr12.:T 15301 Register of Wills t:iJUllO RECEIPT .~.,...t _.il 37 Page 121 I ine_S=--__ 00· Fill in below name and address of person to whom tax receipt is delivered: SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9,1929,P.L.343 AS AMENDED BY ACT MAY 15,1945.P.L.528 L OFFICE OF REGISTER OF WILLS FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. 1201 (g),Act of April 9.1929.P.L.343,as amended. viz:-"To receive from Registers of Wills all duplicate re- ceipts for taxes paid to them by executors or adminis- trators and to charge the Registers receiving the moneywiththeamountreceiptedfor.The original of each suchreceiptshallbesignedandsealedbytheRegisterof Wills and transmitted to the executor or administrator, whereupon it shall be a proper voucher in the settlement of the estate.In no event shall the executor or adminis-trator be entitled to a credit in his account by theRegisterunlessthereceiptissosignedandsealedbytheRegisterof.Wills:· Date,__-=f::.::::o::....::'V-=l.=cl:..:=:...·-=-~~.:...---:l::.!$,,--·19 (:S Estate OfL---=l'o::=Ll=·-..,;..::....;;;.-':::''L'h.:;:.!.;;;.._J.;;;.•.;;;._·I.;....~_;_'_._~__ Docket