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OC1968-1396 - ESTATE OF DUNN
PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form J Estate of ~.~Q.g~.JA..P..~I;?~~~. ................._.•:--_--__-_~-. Deceased No ~.~~.~.'. Fiduciary P.~mJ~l..;f.~....p.~.I}~~~.g ~~~.g y.• p.~m.~.I.Jx:~..r ~.~~.Q~tgr:.~" ' Date of Date of Decedent's death J.~~.~~~.Y...1Q.t..)·.~~.7.Grant of Letters i!.~!?-.~?!EY.?9.1 ~~.~.?. This is the.:~.;~.~.~~~.~~~?:~.~:account filed in this estate If there have been former accounts filed in this estate,list file number or number and term : . NONE'.._-_------___.._----_______-..-----__--____--_-_--_---_.-. Election to take NONE ocaooc~~4i~:(I'~~~~~ Dcite Election Place of; Filed :NQN~,.:.Record . Name of surviving spouse ~.?~.~. ; :"List issue,where material: NONE MATERIAL r \r',. Did decedent marry after execution of will?(indicate)~~.No.Any children born after execution of will?{indicate} •.No.If answer yes,name them ~~.~~:. Legatees Daniel L.Dunn Reed J.Dunn,Jr. Relationship .1,.:.Son~-.... Son .> Interest 1/2 residue 1/2 residue " Fiduciary,if deceased or not sui juris L(st,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Couse: ,r I " If partial intestacy,give facts: NO EXCEPTIONS NONE /i ! " ..I Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragr@J1 C:Section 6:Subdivision c)received written notice of the filing of the accour;\t and of call of audit?Yes.'~...'/ ~..NO EXCEPTIONIfanyexception,give cause . Fi Ie copy of Notice and date of mailing ~. ;:. Is estate subject to the filing of a Federal Estate Tax Return?. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $~.~~.~. If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . None--.._-_..----_.__--_._~_..•_._.__.._ __---_. ," Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. NONE' Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: NONE Balance for distribution per account, M~n~~ef£6ma~~wr~lldt~tsd~brih~1:~d~~J66 1,500.00 $. Acct'.#21719 -First Federal Sav.&Loan Assn.of Washington -Jt.names with Daniel L.Dunn,&Reed J.Dl;l~n"Jr.(listed on Inventory 1/2 taxable)-$5,000.00 Full amount is taxable 10,150.00 5,150.00 Total additional debits (Add)rl,t'al"'-''6.''6.50.;.O~'" Itemize any additional credits not shown by account:'Fl.rs,t Federal Savings &'Loan Assn. of Greene County -Acct.'#20579 listed on Inventory ($12,801.63) Correct amt.($12,244.43)557.20 Total additional credits (Subtract) Balance for distribution 0; ret·a:l··:·······S·Si·:·211··· $. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value)',-.I Cash -, " .'-'---- !II --c""'-,;, "...'f '...."4.-_.. ,' , I •,.•,~., If Family Exemption claimed by Petition,give place of Record:,~9.~~.~.~.~.~.;:~~.~~_ . If Family Exemption is claimed at audit,give name,relationship and basis for Claim:N9X~~,..Q.l.ai.m~.d.:. (\ List any advancement or distribution on account that has been made,and nature and amount of same: NONE \, '.."'\,1.\ ~.,,,,I Suggested distribution of balance shown,both as to principal and il')come~attaching:,signed'and itemized \EtIection~. to take in kind if balance is not in cosh:residuary shares being stated in proportions:..'-\i After payment of audit costs and inheritance taxes,balanc.e divided equally 1"- between two sonf$,Daniel L•.Dunn and Reed J.Dunn.,Jr..'. " COUNTY OF WASHINGTON,55: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, .swornbeingduly_ _ _.._..doth depose and say that the facts set forth in the foregoing petition are true their .to the best oL _ _.._._knowledge and belief. Sworn .......................~_.._._to and subscribed before .3rd .December 68methls..: _..day of.......•..............................19 . S;~oqfure of Office'J;~~~ .TWe ~f Officer_..L#~.._.. Office /expires c:1!{L ~..IY.z.~. ."~.<; And your petitioner will ever pray,etc. 1iJa·.-/r(/I~:.........~..:d:.f:__. ~J..~~-)f-----·_-------------------_·- ...;. #' ;/ ,r-:;,-, No. ~...,~l·'E'.""'·0 '~I;~" Es ~te 0'::_.._,._~.!::............•......•.___......•• 969 MAY IS PN',2 09 Deceased RijS'SEll 'fJAJUNO Fi~.ucn~~$,.~·Ef'(·Gf-·WH.-£;S···-···---·-·-------·----··· :,;~~'.-.-,..:\"-. ';'WA·s;aUi'GTONCfL PAl. PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.'9:paragraph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent~ 3.Copy'of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or'Administration C.T.A.or on attest copy 0f Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account.' 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 1O.Copy of FederaI Estate Tax return if es- tate is subject thereto. Attorney ~2 -"'(f ',"\',1''-.",/"vI,·j.'/.'/ 'C'V I'I, !,- -..~.'..J mommonUlralt~of ~rnn.6g1uania,tma.6~in!1ton monntg,j 55. KNOvV ALL MEN BY THESE PRESENTS:Whereas,at Washingto:J.,in the County aforesaid on the 20th day of January A.D.19 67,before me, Josephine M.Dougla~,Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington,in ~he Commonwealth of Pennsylvania, the last Will and Testament of Mar jorleD.Dunn late of East Washington-in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and DanialL.Dunn and Reed J.Dunn Jr. the Executor in said Will and Testament named,having appeared.before me and taken and s.ubscribed the oath of office prescribed by law; NOW,THEREFORE,I,Josephine M.Douglas ,Register as aforesaid',do grant these LETTERS TESTAMENTARY,unto the s'aid Daniel L.Dunn and Reed'J.Dunn Jr. committing unto them the administration of all and singu)ar the goods and chattels,rights and credits,which were of sa;d deceased,and requiring ,them to exhibit a true and perfect inventory thereof into the Register's Office,at Wa'shington,within ninety days from the date hereof,and to render a just and true account of s'aid administration at the expiration of six months from the date hereof,and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance t~xes. IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,.this 20th day of January III the year of our Lord one thousand nine hundred and Sixty-seven. _-------.=....-__....!"""""--....-c"':'_....------------------........---...-IIIIII.....--........---........OI!lll4 ,. • .. ) 'f' '. I ~..:, ·~ FIRST AND FINAL ACCOUNT of DANIEL,J.DUNN and REED J.DUNN,JR.,Executors of the Estate.I of Marjorie D..Dunn,late of the Borough of East Washington, Washington County,Pennsylvania. THE ACCOUNTANTS CHARGE THEMSELVES AS FOLLOWS:... Inventory and Appraisement: PERSONALTY $30,848.83 "1967 REALTY ..None $30,848.83 April 4 Motors Insurance Co.-insurance refund 19.38 Interest on Account No.20579 -First Federal Savings and Loan Assn.of Greene County 557.20 Interest on Account No.21719 at First Federal Savings and Loan Assn.of Washington ...'230'.'94 TOTAL DEBITS $31,656.35 TOTAL CREDITS BALANCE $ THE ACCOUNTANTS CHARGE CREDITS AS FOLLOWS: 1967 Piatt Funeral Home Wilma Banfield,R.N. Annex Pharmacy Burial expense Nursing services Medications $1,404.00 100.00 9.25 Gimbels Department Store Account due American Oil Company "II 6.36 1.95 Berman Realty Company Rental due 88.00' Daniel Dunn Reimbursement estate expenses 55.86 Washington Hospital Hospital bill 159.45- Grant E.Hess,M.D.Medical services 162.00. Menzie Dairy Company Account due .60 Car insurance Bell Telephone Co. Gayle Mankey ""5.87· 38.00- A.Glenn Wilson Chair upholstery 35.00 S.Glenne Nicholls,M.D.Medical services 8.00 Internal Revenue Service 1'966 Income Tax Bell Telephone.Co ....· L.J.Quetsch,M.D. . .~ Account due Medfcal services 9.88 211.00, 5.00 i' Kurtz Monument Co ..-Russell Marino,Reg. Inscribing 'tombstone probate Will and short certificate 14.00 19.50 Observer PUblishing Co.advertise grant letters 12.50 . 3.00 12.50II11II-Washington County Reports Russell-Marino,Register 3 short certificates Gabby Heights Market Account due, Internal Revenue $~rvice Balance income tax-1966 161.60 1 Internal Revenue Se~vice Interest II II II 8.35 Internal Revenue Servide Payment on account Federal Tax 100.00 Notary fees' Martin,Zewe &Fergus counsel fees Russell Marino,Reg.-'Filing inventory and Debts ~nd Expenses.. TOTAL CREDITS " , v,"', ---------------'-'------------ ~------------------------------------------------------- ..-1 "Observer .Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION (-',.. In compliance with the News>paper Ad-vertising Act of 16 May,1929, P.L.1784,aJS amended. Commonwealth of Pennsylvania,County of Washington,SS:. Personally appeared before file,a Notary Public in and for said County and State,&it.b.a.t.d.~gQWap.,who being duly s>worn according to law,deposes and says that he is the'~.~~.~.y.......~...rr.~.~__$... of the Obsierver Publishing Company,a Plen.DJBylvania corporation,and its agent in this behalf;that the said Company is>the owner and publisher of the Observer-Reporter,sucC'essor to The Was,hington Observer,established September 18,1871,and The Washington Reporter,established August 15, 1808,a daily newg,paper of general cireulation,printed and published and baving its place of business at Washington,Washington County,Pennsyl- vania,where it or its predecessors have been established and published continuous>Iy for more than six months·prior to the publication of the notice hereto attached;that the printed notice or advertisement hereto attached is a -copy of an official advertisement,official notice,legal notiee or legal advertisement,exactly as printed or published in the Obs1erver-Reporter in its regular editions on the following date or dates;. ........................Ap.ril 3.,1Q And l.7..,.1.9.68 .. that neither thoe affiant nor the Observer Publishing Company is intere&ted in the subject matter of said notice or advertising and that all of the allega- tions'of this affidavit as to the time,place and charact;)of publication are true./p /J ~........................-..~.L{l ~:. ------~--------.., FIRST NOTICE . ESTATE OF MARJOR Ideceasedlateof.IE ,D.DUNN Washington CountyE:~~nWfShmgton'jLettersTestam~ntar sy vania above estate haVing b Y upon ther:the undersigned -~en ~ranted to'~~~n ~o'thos~.;!1?:~tt~~.:~e.r~i~e~~e ImmedIate,.paym t fthosehaving;"i::Jiiin\.en·and to' present them for's~t~l~%~'~i.mandstO,1 Damel J.Dunn,Executor :;3208 Ackerman BlvdDayton,Ohio .~Oe4ewdI'dDSunn,.Jr.,Executor ' .00 treet IMART~:ti~~l':~~SYlvania . Attorneys At Law RGUS I 733 ,Wash.Trust Bldg Washingt.on,PennSYl~ania 15301.,. . ,6880·Wed.'3t . '-,o-~._.~_...~......--.!.......;".~_4 Sworn to and w.28762 subscribed before me this..l7....dl.ty /J....AP..iiJ...J.9..68'#t.t~ii:::~{.~~'UBliC WASKfNGTON,WASHINGTON COUHTY MY COMMISSION EXPIRES MAY 6,1968 r ------------------------------------------------, Washington County Reports ~~~ Washington,Pennsylvania (PUBLIS-iED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliaru:e with the Newspaper Advertising Act of May 16,1929,P.L. 1784 Sec.3,paragr.aphs (3)and (25). COUNTY OF WA8Hr~CTON ) STATE OF PENNSYLVANIA (SS. Personally appeared before me,a Notary Public in and for said County and Commonwealth,OfARLES C.KELLER,who,being duly sworn,deposes and says:that he is :he Editor of the WASHINGTON COUNTY REPORTS,the official legal periodical for said Washington County,publis'hed weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said WASHINGTON COl.'NTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said Cou:lty,dated November 11,1920;that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement,exactly as printed or published,whid appeared in the said legal periodical in its regular issues on the following dates: .........~Pf.!.~1.J ~JJ J~.LJ9.§~. Sworn to and sub~ib.e.dJbQ!ertfo2!r!:!:e'_m~e...:tQh~is~_------..:::.>O<:;. .~?~..da!of...~.P.f~!,196 ? ....~.~-~,... KATHERItIE C.YARD,Notary Washington,Washington Co., My Commission Expires Novemter 1,1969 Estate Notices " The Register of Wills has granted letters, testamentary or of administration,in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present them for settlement to the Executors or Admin- istrators or their Attorneys. • •• • • •• •••• • ••••• DUNN.MARJORIE D.,Dec'd. .Late of East W~shington,·Washing-·: ton County,Penna.! Executors:Da~iel J.Dunn,3208 Ack-,erman Blvd.,Dayton,Ohio;Reed J. Dunn,Jr.,404 Wood St.,Harrisburg,- PennaAttor~eys:Martin,Zewe &FergUs,733 Washington Trust Bldg.•Wash- ington,Pa.15301 STATE OF PENNSYLVANIA,~SS:WASHINGTON COUNTY,. The within named Accountant s being duly sworn according to law,depose and say that the above account as stated is true and correct as ~h-.~y veri Iy bel ieve, .:..Z-7ti..Sworn and subscribed before me this ...;-" ".........1 day of q~.~roJ~_19 _.~.~.In - ~::~:2::., \/ashington.Washington Co.,Po. My Commission Expires August 3,1970' Warshington County,ss:I do certify that I have given legal notice 'to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court,as /,enced by proofs thereof filed to No I(!'{~7-·lr4-. Witness ~y hand and official ·seal thiS~..._._....._... dayof J1~--19_~:r. ........~.._~.R·~giCt;~··~f-·Wi·ii~-·· RijS.~"';L f-it.C:PW REC,3i :..1(.:WILLS ;-1 Lr-'Dt-I'·-'- .4'......._____--....... ~...,~d...]~::l .:cj0o?'i:i0 Q)00:::l ..cl :...rLI!8...,,0 :<:,) 0 '.!ll oj <~...,.....:... 't:l :Q)0 Q)~o 1-41 ......, >:l ~:~~Q)~.~til ~Q)•<:,)oj ......'iE oo!0 NPo..., :0 ...,~..., \1 ><~,<>:l 0)::l ,l"i10 1-4,<:,)'t:l Q)!<:,)>:lojoj ~!"'->:l ...JQ:a ill .:...,...,til :>!~.~'M t0Q)'O!Q)~,;~\.--l'o ~o!A>:l :1-4, 't:l .!rtj!>:l •<.~::r::: Pil .tl· N.---lMlli:--t :~?' 1 '0 Q) 00rtj Q) U~Q) "Cl ~r:..Z ~0 Z l"i1 ::J "i Eo<0 \l <Eo<rn 0l"i1~:rLI H~\p:: 0 -(Y7!~p:: 'I ~ 0Z \'. I. ~-_._--....,...~.......-.-__.,---'-'_~~~ .1.•,~.,...},,........ •/ ',- '"... ," 1" 'I'f ;.;.;,, , .-..1 ;-..,-'[;- .~.4·~· ") /' .t ~;IIPI,'f, q ~t¥II/ ," '-" v ;'":; -:"()'. ~ ---'-'- \..J "f-.- ("'.I I r-\. '. The Court is respectfu Ily requested to determine proper distribution in this estate. ~;;nltl Xfifro,9.. Counsel for A~tant CX-YF; " " lin 1Qr ®rpQuna'<!tuur1 of 1l1lIu!iQingtun O!uunty In the matter of the Audit of Account in J Estate of .~gg.Qg~~.P..!!.P.P..N~. ..................................................................:.......................................•. TO THE AUDITING JUDGE: No ~}.~.§.mxxx~x~~xx Enter ffiy.:appearance for Ac.co.untantS __ . ,••••••••••••_•••••••••••••••••••••••••••••••••••••••••••_••••••••••••••••••••••••••••••••••••••••••••h •••••••••••••••••••••••··.·················-••••••••••••••••••••--••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• ,_-_-_-_. ....._~_. ........•..................................................................................................-:_. ......................................................•...............•..........•...............•.........-. ................................................................................................................................................................................................................................................... .........................................................................................··..·······..··....··..·..·..···::..:.:.:::·:::~A;:~~~:.::0:·:~:~:::::::~:::::::~::::.::::::::: ~.~ 11 December 68................day of ,19 .. N.B.-Counsel shall,by separate paper,present a concise statement of each claim,with supp.:>rting calculation of any interest claimed. Objections to an account as filed,shall be concisely stated in a separate paper.Counsel suggesting proper distribution shall file a separate concise statement in that regard. ,. ·.'~-·"ii No l39.9 ){}l:KX..X.Xf{~X In re Audit of Account in Estate of MARJORIE D.DUNN,Deceased............................................................................................................... AU D IT 'ratript fnr .Appraranrt FOR ....Danie.l...J.A.....D:un..n....a..n.g....R~.~g....;;r..•............ ····Dunn.,J;r;.•..,..ExecutoX's . .....~..~..:....••••••••:••••••;••••••••••••••••••• ~...(I\...~....:PO l..............................~.~..~::-F~,. ••••••••••~•••;,;;.;f.ffi U'"1 ~.............;..~mF·~ ~~p '1;>.~.q.""..:J;?"":"'f.'l.~_ ~:~~.~~~ Q """"=..;;.F~ "'=Q F (2.«::)~,~CD.. .....Mar.tin..,Zew.e and Fe.rgu.s . Attorney ~6 , ././ ~ PETITION SU R AU DIT IN THE ORPHANS'COURT OF~WASHINGTON COUNTY ,""".-4 z_. Testate Form J==- Estate of .MARJ.QR1.~..P.O'JJ.N~". Deceased .No..,.,.J.~.~.~. Fiduciary nani~.l...J.......D.}J.mL.gJ.l.d Rg.E;.g J.• nunn.,J.r..,...Ex~.c.u.tQr.s . ~~~~~~ Decedent's death J.anua.r.Y-1Q.~..J.9.6.7.Grant of Letters .:IgJ.l.gg..+.y ~.Q.,J~.9.l.. This is the fj,;J;.$.t..g!.l.g f.~.I}gJ account filed in this estate If there have been former accounts filed in this estate,list file number or number and term . ...............................................................................NONE.. Election to take NONE Date Election Place of; ~}~]{I~gQ~X~Kb{Rx~}§~Filed NONE.Record . Name of surviving spouse ~g~~. List issue,where material: NONE MATERIAL Did decedent marry after execution of will?<indicate)X«5.No.Any children born after execution of will?(indicate) ~.No.If answer yes,name 'them ~.9.n~. .......__.._-__-_--___-__-__-_--. Legatees Daniel L.Dunn Relationship Son Interest 1/2 residue Fiduciary,if deceased or not sui juris Reed J.Dunn,Jr.Son 1/2 residue' List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause: If partial intestacy,give facts: NO EXCEPTIONS' NONE Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.~cX If any exception give cause:NO..EXCEP.TION . File copy of Notice and date of mailing . Is estate subject to the filing of a Federal Estate Tax Return?N.Q.................•.............................................•......... Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $None.... .. If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant... .....................................................................................~.c?~.~~_~. Give'Names and addresses of all unpaid creditors w~o are legally entitled'to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. =..:: NONE Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed ne,cessary for the preparation of the adjudication: NONE· ,)',7'I~,~. I ,5\5:7'.20 .1-(j .'tI'M 00 •QQ\$....._J._'O"'_~.'f..!_£~ T~t~"i..·..·....5·5·7·~·20·····?~,//1,l{9 $).Balance for distribution Total additional credits (Subtract) Balance for distribution per account, Itemize any ,additional debits not shown by account: Note from Daniel L.Dunn"dated 7/5/66 Acct.,#21719 -First Federal Sav,.&Loan Assn.of Washington -Jt.,names with,paniel L~Dunn &Reed J.Dunn,Jr.(listed.oil Inventory,1/2 taiable )~$.5,000.00 Full amount is taxable ''1'0",'150'.-00 .5,150.00 Total additional debits (Add).$. Itemize any additional credits not shown by account:Total 6,650.00 First Fedetsl.Savings &Loan Assn .. of Greene COUlfty.,:-'1\cct.#.20579 listed on I'nventory f$12,[.0 1 .63) Correctamt':...C?12",244 '.:4'3 ) ·i If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); .Ca'sh .~.~.., .,/ ,"J '--ocixe-t.~ ~--~_~~~.-~~~_._'-",,-~c:~_.~-~~.-"-,..-:-,.--,---.-.~~-~.~~-----_-_,-~"",---:-~"-;----~_~.'''-~.~_~~ "..-~..~'.-'.,".~'. If Family Exemption claimed by Petition,give place of Record:N.Qne c.laime.d . If Family Exemption is claimed at audit,give name,relationship and basis for Claim:...None...cla.i-lRed....····.······· List any advancement or distribution on account that has been made,and nature and amount of same: ~.NONE Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is-rot in cosh:residuary shares being stated in proportions: After·;payment of,audit costs and.inheritance taxes ~balance 'divid.ed equally between two sons,D~niel L.Dunn and ReedJ.Dunn,Jr.' ~,.""i: r·. 1 COUNTY OF WASHINGTON,55: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly sw.arn doth depose and say that the facts set forth in the foregoing petition are true to the best of :t.hei.r,..··knowledge and belief. .............S.W9..~r...to and subscribed before me this _.3..r:d day o,f~e.cembeJ:19...6.8.Sig~ature of 6f.fiCe.E~~~'"..c.~~ ','~-...::" .....'v."I""le.ol Off,cer ~. :'e)ff;~e exPires..·~~~/7.Z~. And your petitioner will ever pray,etc.- jflJ;/AI~-- :::::::~J§.:~:::J:::~::::::::::::::::::: PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL ~,....;" Estat:'0(·~·UlE..n DJJ.NN . ·.."t\l.'1.9.........tifS··~···\.1 --. Deceased ~~~~'~!'.. .OA-Na:~EU,D~\I<'<\D',andF'duc,ary··t£\~~;li~:·@\·r~\\~·.~~··~················· "~~~f~:~".\t,~,~Ii~~\©~..•~/ftI",.REED.'.:;I~I~D~.,.....:rR•..,....Exec.ut.o.rs..... ~' .. i No.1396.........................................................................................._.......-...o.. , \\\ \\\IIIJH'Jj.!JIIJ,,'\-:;\':<~/,'jill,":\,:>..,,'"f''i'"....../..::<0',',,'\\n/J'Y," ::-....:.:../\'\IT'i'~,/:::\...../0 ,v::.~:!-.",'c'--;J ,"/"-,/,-..-/.:.U ~/',',-/':"'",'.•,I ,.•...:./"t,"'. '1, ~ ,~- ,r '>I "1 (?, I, I Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:paragraph b-c;and divisions thereof:.'shown on pages 23-24. 1.Written'praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad Iitem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 1O.Copy of FederaI Estate Tax return if es- tate is subject thereto. .Mal::tin.,.z.ew.e and..F.er.gu.s . '.Attorney ~2 }., ~.. l /~7' I '. /'.. J ,. In t4t <1tnurt nf <t!nmmnn Jltul1 nf lIus4ingtnn <1tuunty. Jtuusyluuuitt.®rp~nns'<1tuun ltiuiswn ESTATE OF No.1396 of 1968 Marjorie D.Dunn, Deceased. In the matterofthe First and Final Account of DanielL.Dunn and Reed J.Dunn,Jr.,Executors . ADJUDICATION AND DECREE And now May If,19~,this matt~r came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $35,117.48 and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the s:::hedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION Balance per account _$29,024.68 Deduct Clerk's Costs &Receipts 1 Attorney Martin,Zewe &Fergus $35,674.68 45.50 698.84 ~~~ 557.20 I 6650.00 I Russell Marino,Agent,transfer inheritance tax, iEcluding tax due on jointly held assets,$654.77 Interest from 4-10-68 to 5-24-69,44.07 Additional credit asked at audit Balanc....e _ Additional debit asked at audit Martin,Zewe &Fergus,Esqs.,attorneys fees as counsel for accountants,1500.00 $32,873.14 Daniel L.Dunn,son,1/2 reSidue, Reed J.Dunn,Jr.,son,1/2 residue, 16436.5 16436.5 No balance ,- \,'IliA.'t;,t,,',""\',"'!'I,'\~•,~,'"'"'J~'I)"'"'·r\"'. "....'11:.f'\;..·'1,ii,'},tJ ',,1,1"",Jj')1\'.1,1 ,~......,~"r"1 ',••'"j,f.~,,'~~f I I J '\;,....'..---....-,...',, .,, "'~.- j ~:J Z0 s>... n ':t-f 0 CDca3CIi 0 as........III.. 0... :t-III j I J ,.BJJ··,2Ud 5J A~U "69, 4Q,,3 '1:i~~. "'r;."" \," ;)../,-,I--."..... -./.,\'-./ t. N .\ J j \'..... \.' J J J J -./J I \ .\ J _ ,J J v'. \ . I COpy OF INVENTORY ~-.....-....... Notary Publ1c Reed J.Dunn,Jr.and Daniel L.Dunn t y ate s XXXXXXXXXX Marjorie D.Dunn Marjorie D.Dunn May 68 3Jutt,utnrg unb !\ppruts,m,ut of the goods and chattels,rights and credits which were Marjorie D.Dunn East Washington,Washington County,Pa.01..··.···_.·······..·············..·..·..···..··.·late of . Was1r:ington County,Pa.,taken and made in conformity with the abOTJe affidavit. DOLLARS CENTS 1.First Federal Savings and Loan Association of Greene County, Account No.8-20519 2.F1ts·t Federal Savings and Loan Association of Washln;ton County,Account No.15917 3.First Federal Savints and Loan Associatbn of Washington County,Account No.21119.in Joint names with Daniel L. Dunn and Reed J.Dunn,It.,one-half returned for estate purposes. . ••Checking account,Plttsb~rgh National Bank,Washington, Pennsylvania.Account'No.4-199964 12,801 63 10,225 00 5,000 00 1,411 70 s.Fumiture In North Avenue apartment: I Table.3.00 I Credenza 9.00 , \I overstuffed ohair 4.00 I Couch 15.00 \1 Chair 4UOO I Drop-leaf Table '10.00 1 Coffee Table 4.00 (On Next Page Contlnuect1) (Total for Furniture)115 SO 6.One 1966 Chevrolet automobile 1,235.00 ( '. TOTAL $30,848.83 /I .; \•,\ oHdJJf.'{l..-::.-.fr; .t:£lV(t •.!ie1naO Iln~,1t ,nt1uO •t ~~'";5! 'i.L t-/. tr-r~urn.lt:h.r e1ih~.-;,41tl.\!.1i\l1n l·tl'!Ii,"\·)hrm t\W.}"'..:·~f.~'oJ !Jj·~n.4tjTdnll..f.tt.1t ~n»fflnU~t1Jn[. ,~jnuoO'noj;}!1!!~~I:.V'-.\IlOJ1?l1J.rla 6'0/,~U;'t I.free ••}~hotu,,"I;....,:.._...•.~;_.....................•,\c.'l!1,L._",...,__..__"..'\\) .lirreni\J.n '.lIOOt}l.l ~t\~~'l \t~ttl'to\l'.O'3 .1i ~~1l1t'\:'~b ti~~~..rl\1\l1l'il1U':I 1'I~~~mt\~!.'l·n 2RAJ.:ca " 0\ ,.... ,~jf1tt.c::$n·3.:'1t)~..,;,ol't)1..J~~t·,'\n:;o'TiP-~~?n!V6t:.1 Gi:.'bc1.jp1r.;~1 ?,;oC)-r,.,;:~jtwocof~ no101'llrlta\',1::..nCl,;i.,;,!.,o ..-":.'J-i !U:\~r b!i",,.:\.U!hf~t hn~b{"1 :!1?llr .;•~ ·Ut::1 ,~):'·tt\!IJ';):J..::A ,'{'ti;VQ') .f\g1&nllfeG·,,,'l<).r.:UG,bo:w~:t~O~LZJG ::~HIVr:'J lS1sb!}a:(1:-ll.'1 .7" .•j:lomJ\-i~h··.•~J..r..tsn $wet ;lll-.'~~\,!~..lh :ttmC;'J:>,.,.\';:l,mJoO •r ...•~I ,~''''.':':'H':~U~10l .~....t.W;··l 1151-'~"L1\)\."l{\t;~~L"..t CC'31 1:>o"l.&n.~SJ:{ ".,"'9~oq'uJ-! ,p01.:o1rhu.\';,.;-;fb{1~noh~·1 t1Pl~Rt;a11J<j \:fi.U~'?·W.f/rri.io'~,,;rlC .t- '.i.>(.)et:€,\-;.'.010 ·1Ml-u~;,:.•$tfI,jvl~';nrc'1'"; oa a,'!.. co.e pt1.•G'• iOU .J> l}(>..at .(1()Ii, -co ;Si- on.L~ ".;;1d(/1'I s~n")be-'",! ,tecto b3nVJ~:1C\TO ( rl'Ouo~')1 "~,r;:'l dd5'.t IDd--qf.nt'1 1 ~Jt'>'l':;~i}cO J (b.,\,,~i,nl.rl IJUP,((:t:·s~~ItO) ~.'. 10.00 8.00 4.00 10.00 3.00 15.00 . 1.50 .50 8 .00 ~ 12.00 8.00 9.00 ,5.00 1.50 ' 4.00 5.00 ·5.00 1.00 10.00 ,.''.'. ,-.'..1;., l'lelevlsion 1 Rug ., 2,~amps 4'aU8ight-ba 1 Kitchen Tab~~chairs~:lIteh C8bln:t ase Cabinet . ,1 ~tchen Stool 1 ;;,.ot kitche1:Lot di h n utensils I s es Bed 1 Dresser •Table 1,Night-stand'. 1Vacuum ciea .1,Lot '.,net· I Cedcustom Jewelry at chest . 1 Lot Linen . 1tot stl ...,verware· FURN ,.',ITURE (Contd.) ..~ :,,"~.-,~:.;:~ .~. MARTIN,ZEWE AND FEREUS ATT9RNEYSAT LAIJ! 27 COLLE'GE STREEr WASHINGTON, .PENNSYLVANIA 1530 l j6,647';/?1~ ·1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF w.~.s..a.JN.G.r.QN .. ",. "1- Form RCC-:J3 RESIDENT DECEDENT Es:eeutors and say IMPORr~~T:This return must be completed in detail and filed in duplicate,with will attached,with the' Register of Wills of the County where decedent 'resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of the.In!':t~ritance.an!l.E.st!ite.T~x A,et.;of l!Hil,) IN THE MATTER OF THE'ESTATE OF } AFFiDAVIT OF ::-~~_~;:~:~:;~~;~~;:;~~;_~~~~~:=t:=~ State of ::p.~n.P.?Y1Yg.P,J..g _:.} •5S: County of W..~.§.h.!~.g~.<?.~. Dani.el L D.unn.and Reed J D.unn..,J.r _.. XWI~'U~M«..~NX of the estate of the above-named decedent being duly sworn,depose Decedent'dJed J.a.nuar,y .. (Month) Name end address of attorney or} other authorized representative to whom all correspondence should be. mailed. ....1.0 _,19 6.7.;-F testate 'leaving a last will,copy of which is hereto attached.} (lIay)(Yf:llr)Lintestate Martin,Zewe and Fergus 27 South College Street...Washirigt'on ;Pe'rin~ii'ylvanTa '1'5'3'0 r ···..···.. That as such Exe.cutar.s deponent is familiar with the affairs of said estate and the property con- (Ex"culor·Aelminislralor) stituting the assets thereof and their fair market value. Thd 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 Pittsburt"Th N;:It-;nn;:ll 'R;:Inlr washing-to,:,PjOlonnc::ulu;:In;:> I 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 l1ereto and made part hereof sets forth fullv and in"detail all the real property in the Commonwealth of Pennsylvania or 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 or record thereof.It also sets forth in the columns prOVided therefore the assessed valuation of each or said parce:s,the estimated market value thereof as of date of death of decedent. ,);)I That Schedule 8 attached hereto and made part hereof sets forth fully and 1n de~~ail~aii-,personal property wheresover situated owned by the decedent at the time of death;all moneys leftc::~y.;,the·decedent •-...I ';',c,")at the time of death,whether in decedent's immediate possession,standing to decedent~ssc!ed1t in banks of deposit,savings banks,trust companies,or other institutions,whether indiVidually,:Ol'in..'-trust for,./-any other person or persons giving also separately the accrued interest thereon,if any,,dofm to the last J .~.~~interest day prior to decedent's death in the case of savings banks,and to the date ofrdecederit's death •"J).'in all other cases;all bonds,postal savings,treasury certificates or notes and other'.,evig.ence of in- ~~~.debtedness of the Uni ted States to the decedent;all obllgati<ms,whether by statute or agreement they are designated as tax free,of the United States,or any state,or,political subdivision thereor,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 o theIi'personal chattels of whatsoever kind or nature,lef't by decedent,together wi th the fairly es timated market value thereof;all bonds and mortgages 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 wha~soever 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 t:,e estate from life insurance polic'i'es carried by decedent;all annuity and endowment contracts the proc~eds 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 Ilcct'lll:!d htUi'l:!Bt thl:!i'Mtt tu th@ dAt@ 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 mad.e 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 nature 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 co~y of the deed,trust agreement or other instrument creating the trust.TherA is also set forth in said schedule a list of all property,real and personal,with its value,which pa£ses at decedent's death by virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint- ment vested in decedent,either individually or jointly,by the Will,deed,or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule 0 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- 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 d~cedent'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 Imp aid at time of,.death;taxes accrued charge.able 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", "C","E",and "F"as directed therein,· _h:V;:::::'::::~:~':i:P='::'~~~~i,he s~~~_ .......~~#~mmmm_~gfMl~"N~~inla-9TsT4"--- CHARLOTTE l.YOUNG,Notary Public;4..~..~p.§W p..r.QP.."RQ:ad . W L'nton Co Pa (Citll or Town and State)Wll~hingto~l.a~::es Au,,~~t 1.'1910 YorK pennsvlvania 17401NOTE:Before signinglaff~~~nm8KeS~a~l blank spaces in the ~ffidavit ana schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. RCC-35 COMMONWEALTH OF PENNSYLVANIA TRANSFER "INHERITANCE TAX RESIDEN~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.jewel~y,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,sal'aries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another,even though located ,:>utside of the State,at the time of death,should be listed in :.his schedule. ITEM bJ..-l-I T'UNIT ESTIMATED DEPARTMENT VALUATIONItem No.List and describe fully VALUE MARKEl'VALUE (Do not write in tl'Jis space) 1.First Federal Savings and Loan Assn.of ~~~Greene county -Account No.S-20579 12,a~1.e3·. 2.First Federal Savings and Loan Assn.of I~~f'/;'I~·~~Washington County -Account No.15917 10,22~.00 3.Checking account,Pittsburgh National Ban ,~~~\"lashington,Penna.Account No.4-799~64_1,411.70 : 4.Furniture in North Avenue apartment: 175.50 1,235.00 3.00 9.00 4.00 15.00 4.00 10.00 4.00 10.00 .8.00 4.00 10.00 3.00 15.00 .50 1.50 8.00 12.00 8.00 9.00 5.00 1.50 4.00 5.00 5.00 7.00 10.00 1 table 1 Credenza 1 Overstuffed chair 1 Couch 1 Chair 1 Drop-leaf table 1 Coffee Table 1 Television 1 Rug 2 lamps 4 straight-back chairs 1 kitchen table 1 hutch cabinet 1 kitchen stool 1 base cabinet 1 lot kitchen utensils 1 lot dishes 1 bed 1 dresser 1 table 1 nightstand 1 vacuum cleaner 1 lot costume jewelry 1 cedar chest 1 lot linen 1 lot silverware 1966 Chevrolet automobile5. Insert this total opposite "Personal Property~,Schedule "B"in the "As Reported"column on the last page of this return. x x RCf-38 ,_.."'. COMMONWEALTH OF PENNSYLVANIA TnAN:3F1~1l Tl\HE1UTANCE TAX llESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRrCTIONS:Thif schedule must disclose all property,real and personal,owned by the decedent jointly wi th anaL-ler or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real·estate value in estate valuation column.Personal property should be listed as in Schedule 'B",plus date of acquisition,and the name,address and relationship (if any)of co-~wners to the deced::mt. Description of Property,Date of Acquisition,Name I Unit Address and Relationship of·Co-Owners,and Place Value of Record of Instrument,where Real Estate.I . percentage Share Estate Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's property Interest ,/First Federal Savings and Loan Association of Washington County, Account No.21719.In joint names with Daniel L.Dunn and Reed J.Dun-, Jr.,one-hal~returned 'for estate purposes ./.$/~l.s-o . .~~~~~J'~~~~aa0 Insert this total opposite "Jointly Owned Property",Schedule ~E" in the "As Reported"column on the.last page of this return.,000.00 RCC ..37 0.2-&3) C.Ql\Jl\l.Ol'i"·EALTH OF PENNSYYLANIA TRANSFER INHERlTANCE TAX RESIDENT DECEDENT SCHEDULE "0" BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullna~es and addresses of all who illegitimate children DECEDENT OF BENEFICIARY ave an interest,vested,contingent or other are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Daniel L.Dunn 9544 .,Wys'...vu.,;;;nov -...u...-... Northri:irre California ~()n ve~1/2 l"l'>cd nlll'> Reed J.Dunn,Jr•,..,..,..--.....:I ~~~....-...yy .......vt:'n""....... 1/2York,Pennsylvania son yes residue J / / / V / \/ \/ 1\/ Deponent further says that all the above-~beneficiaiiesare .living at this time except below: NAME DATE OF DEATH RESIDENCE -- ( h ~...... Deceased ~IATTER OF THE APPRAISEMENT Late of.:E;~$t....w~~h..i.I1,gt.PIl . -MRE.P~RT ~~D APPRAISAL ) ), (Executor-Administrator must complete "As Reported"column #1.) CJ !:-l ...,""0 ~II l......('b ('b / 0 0 ~...~'"til .....::s 0'"'"lj -..::s ""0...,('b ~...rt ...~'"0xI--'""0'0~Ii<:...~cr~0 .g ~ (1)trl l:E:...,...'"/:j '<,... ~CD,... ('b p.. /1·1 ~Ii0toID Iij-t '< #; en '.c:s::s::>-II ".,. ~---0<W V>en()()?"'::l""?"'a t:x5 >;:;::::--- ~~-(fi~~~ :w::.:tv:II I.:0 ::01 :Z:01 Z ;;'":..:0,.0",":00 ::0 :Z:oo Z :01:::>.:0 :tx:l:0I:::>tx:l ~-:00 ::0':00 ~~...•.•0:00 ::0·:00 :4-:w :0;:W 8.-- {. -(fi ~-00 ~-€P-'-€P-' .~:\..~:..-...II /,i>-J --L~:~:~:'J: ~ti :"-0 ::~::~:~-r.l-':.l ~>...-:~3:D'::--::::s:,r. ~::Ci\:~:e.-Ii !-o'~::0 ~: .Year . <;:.-==0.."'..... I i •; U DI THE '~J ~ --.~ o (;) Washington (No. • .Jr_ r >I:.J ~.n ESTATE OF OF THE MARJORIE D.DUNN Will Administration Commomn'alth of Pennsylvania County of l '\ ESTATE OF Marjorie D.Dunn Form Ra:c,10.., OFFICE OF THE REGISTER OF WILLS OF _..!.lW~A~S~H~:r.:;No..;:G::.:T::..;O~N:.:.....__COUNTY AND AGENT OF THE COMMONWEALTH DEDUCTIONS ALLOWED IN STATEMENT OF DEBTS AND DEDUCTIONS East Wash1.'nqton Wash1.'ngton County,Pa.LATE OF «_ _.......!:!.J£la..!Jni.!=iui.!=iaf.:!:r~:.........:!l~O~«L-·....:1!:.::9~6~7!.......-_DATE OF FILING APPRAISEMENT DATS OF DEATH -__• COMMONWEALTH OF PENNSYLVANIA DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH';_ p;::d.....l<'l1no'r'::>1 J-f,.,.......,..,'R11'r';::>1 ICOC 1404 00 Wilma Banfield,R.N.Nursinq services 100 00 Annex Pharmacv Ml=>n;ro::>t;nnc Q ?~ Gimbels Department store Account due 6 36 American Oil Company " "1 95 Berman Realty Company Rental 88 00 Daniel Dunn Reimbursement Estate evnenct:r:;r:;SH, TAT::>ch;J-f"'....,....;-I-::>1 U~~~~.f-....1 h~11 '..."A ......,.....oJ"~oJ Grant E.Hess,M.D.Medical services 162 00,. Menzie Drl;rv -nv ...nn""hn 'R1=>11 '1'1=>1 --""5 87.... Gayle Mankey Car insurance payment 38 00 A.Glenn Wilson Chair upholstery 35 00 S Glenne 1\7;chn11!=:M D Men;ro::>l !=:pru;rooc Q nn 'D~1 1 m_'.~...It-nno n 00-...-..--... Tnternrl]'Re ~~,,'~P 1Qhh T 'T'::>V''00-1-"....,...?11 nn Medic"al ,L.J.Quetsch,M.D.services 5 00 Kurtz Monument Co.Inscribina tombstone 14 nn Russell Marino.Rea ,::>to TAT;11 ::>nn chn'r'''' certificate 19 50 Observer Publishinq Co.advertise arant letters 12 50 TAT::>cn;(",.,.l1,......U ~C """12 1:)0 :Russell Marino Reqister 3 short (""ert-;-F;/"'O"'lt-",,!=:':t nn Gabby Heights Market Account due 25 87 Internal Revenue Service Balance income tax -1966 161 60 Internal Revenue Service Interest -1966 Tax Return 8 35 l U"~'"RJ HEREBY CERTIFY,THAT.TO THE BEaT OF CHARLUII':'".:-••'-'..~'.\::0,.~Idty PliOI' Washington,Washington Co••Pa, My Cemmission Expires August 3,197d ,COUNTY'OFf LJ rl£b « We I Dan j)~1 I,Dunn and Reed J.Dunn,Jr l.'._.~ MY kNOWLEDGE A~D BELIEF.THE FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF ACMINISTRATI"N aU,BMITTED TO THE ESTATE OF Marj nrie D Dllnn DECEASED AS DEDUCTIONS>".OR INHERITANCE"TAX PURPOSES.'e~~'"..;:~".'Z.1d---~I (L.,S.) SWORN ANi:>SUBSCRIBED BEFORE ME THIS DAY or.~ e..-1:.'8 ---6.B " " .~.~~'~-c-r..S • )., Internal Revenue Service, "Notary fees' payment on account Federal tax 100.00 ,,""--.J «( ... I S~f ().() 'AL or ~S7,ss/ \I ~~y (')1,d '-I~"\0--{1.-0 3,0 r t ~ I I filing inven~ry and and ExpensLs counsel fees ~~ Russell Marino,Reg. -"-'"~'.# '", Martin,Zewe &Fergus '.'~ " '/o'/'':' "'" J $11:'.:::!J (~:"I.s,:;r::tic::,.:.:;'/;~J 1'-i~-S~f:J (\0 •'V I'J ",'J "';f'~" -f.•(;~.q~~.L., O-,~H r ,~.1 ,I:r" j,1.::-';~i ~I.• 't .. ~.'~;;~".,. 36-257-4 R CC-81 (2-64) ",'0"y/:1' COMMONWEALTH OF PENNS¥LVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT DANIEL L.DUNN &REED J.DUNN,JR. (Executor~' IN YOUR R~PLY PLEA.&: REFER TO J In Re:Est ate of --=MAR=..:.::J.-:O..:.;R;::;IE='_D=..::...--:D:...U:.:N.:.::N~_ ____~W~A~SH~I~N~G~T~O~N County -F'ile No.9365-224 Dear Mr.Dunn: You are hereby notified that the original appraisement in the estate of Marjorie D.Durffi has been filed in the office of the Register of Wills qfWashin~on County'on November 25 ,19 68.Said appraisement reflects the following valuations: Real Es tate ----_--.,....------,,.0-.-- Personal Property 2~6L,7~9~1~.6~3~__ Jt.Held ~~1:.::;:0.,J.:,1=..5~0:..!..~00~- Tota1 _--:-__----:--.....3~6:..J..J;94::t:l:!::.;.~6~3i...-- As to such tax that is paid within three montns.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 ~N~o:..:.v~e~mb~er~2:::..5"-"L...::!1.....9~6~8:....-__ DATE OF DEATH:January 10,1967 Note:This is not a bill. '1C<:-39 (6-671" :;..t. CCTtwlMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ..,•...---..;,.' DUNN,MARJORIE D. FILE #9365-224 January 10,1967 ._ SUMMARY I~the undersigned #63 Washington F1LE #9365-224 the real and personal opposite each item in H.EPOHT OF INHERITANCF.TAX APPRAISER rluly 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",d "E"-?:....::...:::::...;(L(...:....--.J:...,{.,::::C::::(;:~~~r...A,.JP~;~:~A~'~#-Q1-10-67 11-25-68Dated: HEPOHT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for _ County,Pennsylvania,do r,~spe(;tfll}ly report that I have allowed deductions in the amounts claimed by deponent,except as to those items 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 t,he sum allowed as a deduction. Dated: REGISTfR JF WILLS VALUE AS REPORTED VALUE AS APPRAISED V.!..'AL=UE"",!'~A~S_RE~'AP~P~RA~I~S~ED~ $$$--------25,848.8.3._26.791.63._ INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) <T oint-Held Property (Schedule E) TOTAL GROSS ASSETS LE~~Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE 5.000.OQ_ 30,848.83._ =====:=.- 10.150.00._ 36.941.63._ =====.-======1= Valuation of life estates or annuities . . . . . . . .*_ ESrATE TAX ASSESS~ffiNTS ~_ (::,)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. CO~WUTATION OF TAX $-----d>"======~=*------ TOTAL TAX Less tax previously paid BALANCE L~ss !'i%of tax if paid within 3'months after death FOR USE OF REGISTER ONLY T ax on *________!'i%$__~_ T ~'x on $.::~*_ T a,x on ~2""!!;-_"'-:""'_--,- T ax on $.__lfl%$_ Exemptions :=(::,) Total Estate _ *======1= 3AuNCE OF INHERITANCE TAX DUE ~---------- Add interest at .rate of 6%from i to $_ AMOUNT OF ESTATE TAX ASSESSED *_ Estate tax paid $_ BALANCE DUE *_ Add interest at rate of 6%fromto $_ TOTAL TAX BALANCE $_ PAID $ FQR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the ftegister of WillS,for proper reason,same should be noted below,with short explanation. Will lAdministration~No Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF MARJORIE D.DUNN Deceased Late of ~A..~.H:r.N.G.r()N.. County of WAs.lf.I:~'l'().N.. Commonwealth of Pennsylvania REPORT AND APPRAISAL ;, " ,i' DEPARTMENT 'OF REVENUE BUREAt:OF·COUNTY COLLECTIONS HARJUSBURG.PENNA.17 127 -COMMONWEALTH OF PEN.,NS"Y,LyANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~.~y..~?~~~.~.~~_?..§.~. COUNTY !I.~.~?~.~.~.?.~:.. FILE NO•..._n.~.?::?.?4._.. Whereas,~.~jg~.!~...P..~~late of ~~.~~.¥!:~.9..~.. in the County of !!~.~.~~9..P.:Commonwealth of Pennsylvania,having died on the +.9.~h day of ~~.~~y 19 ~7...,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,w..~.~.~.G.§~.~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 inherlta."'lce taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Anet Values Made for Inheritance Tax Purpoles $ PERSONALTY : First Federal Savings and Loan Assn.of Greene County -Acct.No.2-20579 12,244.43 First Federal Savings and Loan Assn.of Washington County -Account No.15917 10,225.00 Checking Account,Pittsburgh National Bank,Washington Penna.Account No.4-799964 1,411.70 F-Jrniture in North Avenue apprtment:175.50 1966 Chevrolet automobile 1,235.50 Note -dated July 5,1966,Payable after 18 mths. from date to Mar,j.orie D.Dunn.Signed Dailliel L. Dl.:1lIl (son)•1,500.00 r Total 26,791.63 26,791 63... JT.HELD: First Federal Savings and Loan Assn.of \vashington County,Account No.21719.In joint names with Daniel L.Dunn and Reed J.Dunn,Jr.,one-half feturne~for estate ~pnnposes.Opened as Marjorie D.Dunn,Trustee for Daniel L.Dunn & Reed J.Dunn Jr.Date opened Aug.24,1966.10,150.00 10,150 00 Total 37,941 63 form~;v~~b~~::l:h~w~...~~~~~~~~.:.~ad;o~e~~~.~...~~.~~at t~e ...~o~~~~~.~~.~.~.~.:.~.~..~.~~~\~.c:.:r ..~Lf:.............~~~. ppraiser ~~.. (If..er and Street) .................................~Penna. (Poat Ofll~e) ~WASHINGTON....................,COUllty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MARJORIE D.DUNN Deceased. Late of WASHINGTON.................................................................................... Date of Death,~~.~!.y J.9..1 :I::9.§7.. Appraisemellt Docket Vol 36OJ••••••••.••.•••••••••••••••••••••••••••••••••••••••••• Page,?:.~.7~.4.No 9.???.:::?.?4... Filed in Register's OtJice~C?y..~!Il?~!.:....?.5..?.....19 68... Amount oj tax due,$:. DEPARTMENT OF REVENUE· Received, "'''';J''~.Examined and ApprO'iMd;Q...~O'..:il1..W.'l..~.NH+S.~.........'S'l'11 't .r;~.•....fil.:1 O·cF1 I C'I C\"=I=\"Wrote abo.l/t ApprQ.lB-effll!,nt,:::':.~.::IJ),/..:lJd ~..'V'!'H tJ VI'!~I-l :l ':'.r"\n\1' 1 ...J oJ ~Q' •••...........••...•....•.•••~••.•.....••.••••...••.......•••.•••••_•.•......~..•••_•••.•....••_••••..•.0'.·_•.•.•::..••••••.••..• '*::,.-1'.••••••••••Appeal f,.om AppB1Jse~nUd....·....5·r·..AV1J..'~,~ .......•........................··············.························~n:.:'j~~j:;;~·,:/' 'Ent~red and charged,·,.,..1.:..="0 ·;:":~:.! ., i• f,-..