HomeMy WebLinkAboutOC1969-0182 - ESTATE OF DUNN-,..~"--.-.-.~-----------------.~...,.....",...,....".--------_......._--....,
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PETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
Testate Form J
JOSEPHINE B.DUNNEstateof _..__.__1 ~foq-lg:LNOW_ .
..........._-___---_---__._--___-_-__.Fiduciary_..J.E??l1..l?l,.lr.tlE?.r .
\
--_--_-_-.__-__-.----_--------__-----_.Deceased
Date of Date of
Decedent's death ~1~y...~L)~§?:Grant of Letters Y.i.~y....??L.~9.~7..
........-_---_-_--__..__--_-.._----.._----.
This is the Fir.s.t..and..F.inal ,:occount filed in this estate
If there have been former accounts filed in this estate,list file number or number and term.............•......................
.._-_-_-..--__.._-_---------__..-____-----_._-_..___---_-___-.
Election to take
Under or Against will.(cross out one)None'
Date Election Place of;
Filed N~m~Record .
Name of surviving spouse ~!?::~_.__.._ _ _ _ _ .
List issue,where material:
None
Did decedent marry after execution of will?{indicate}•.No.Any children born after execution of will?{indicate}
~No.If answer yes,name them __.._ __.__.
.........................................................................................................................................................................-_.
Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris
Jean Burner Niece Entire None
List,if exceptions to above:Adeemed:.Revoked:.Lapsed:Abated:Give Cause:
.None
If partial intestacy,give facts:.
None
Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled
to notice (Court R~le No.,~_e.arograph C:Section 6:Subdivision c)received written notice of the filing of the account
and of call of audit?y~No..
If any exception give cause:Ex.E;l.CJJ.t.:r.:i1C.J.s...a9.l.~..l~gatee
File copy of Notice None
and dote of mailing .
"
Is estate subjec.t to the filing of a Feqeral Estate Tax Return?~C?.
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.
If the Wfll makes any pOrtion of estate subject t~a life-estate,give name and birth date of life tenant .
............................................................·N9.n~;,_ _...
Give Names and addresses of all unpaid creditors who are legali'y 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,
Itemize any additional debits not shown by account:
Total additional debits (Add)
Itemize any additiol"!al credits not shown by account:
Total additional credits (Subtract)
Balance for distribution
$.N9.n~_.._ .
.$N9.n~_.
$~~~g 24 .
$lQ5.l.~7.?.
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
Balance for distribution is cash.
-;r-.-(I
L-_,._.__~_----'=_'""':..-__~__•__,~,-il;-~~~---..-~_.,..,..----'----J
If Family Exemption claimed by Petition,give place of Record:.Ncne..
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:.
Family Exemption will not be claimed
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 .not in cosh:residuary shares being stated in proportions:
Jean Burner,Executrix'
COUNTY OF WASHINGTON,55:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly ~:.i9X.IJ...doth depose and say
that the facts set forth in the foregoing petition are true
to the best of ~~;:knowledge and belief.
..............RM9r;rL to and subscribed before
me this..J.ld:'.d~aYo;,9jfa:&;f"'JJ 19...1,.9__
Signature of Officer...<:tJ:1J/1~'~.".""'"
,(£~~_~~AJ
Title of Officer BO:BfrjiRAN1[t.~1 'T "..
Office expires P.RO.T-HONG-T-ItRy:.
M,Y Term Expires First .Monday
IJANUARY,1972
.,',~.
$1651.74
And your petitioner will ever pray,etc.
..
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No.
Estate of JOSEPH B.DUNN..............................................-:__.._.._-..
Deceased
Fiduciary_.....i!"E:~~...BURNER----_--_-_-..
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 an attest copy of Will.
6.Copy of inventory and appraisement.
7.Proof of advertisement of grant of letters
if not fi led with account.
8.Certificate of liens in case any of the
funds for distr:ibution are from judicial
sale of real estate.
9.Signed and itemized elections if any
.distribution in kind.
10.Copy of Federal Estate Tax return if es-
tate is subject thereto..
···~'R&'tl?iftYYi-Aii~;;;~;;--·
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R,W§'s>ELL MARliN'E}'
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~u t4e arnurt nf arnmmnu Jlrua nf mua!1iugtnu arnuuty~
Jrtwa.ylnuuiuf (@rp4uua f Qtn1U1 minialnu
ESTATE OF
J 03ephine B.Dunn,
Deceased.
N 63-59-1820.....:.-=.;;;.--'--_
In the matterof the"First and Final
Account of Jean Burner,
Executrix
ADJUDICATION AND DECREE
And now May ?c£,19-.illL,this matter came on for hearing,
audit and distribllltion at this session and testimony "taken;and thereupon,upon due consideraticn
theret the balance for distribution in ,the ha"nds of the Accountant is determined to be
$1,33.74 .and the account is accordingly confirmed;and it is ordered,
adj1.o1dged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto attached and made'a part hereof,unless exceptions hereto be filed
sec.reg..or an ap.::>eol be token herefrom sec.leg.
)
"
SCHEDULE OF DISTRIBUTION
Russell Marino,Agent,transfer inheritance tax,$244.2
InterEst from 8-4-68 to 6-2-69,12.11.256.35
Balance per account__a_s_c_o_r_r_e_c_te_d _
Balonce _
Deduct Clerk's Costs &Receipts _
AMomey Edward G.Dav,td
Jean Burner,niece,residue,
12.50
1364.89
$1.633.74
$1.633.74
No balance
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<!LommOUU1talt~of ~tUU.6YIUaUia,}1lIIIaB~iugtou QInuuty,BB.
KKOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid
oJ.the 23rd day of May A.D.19 67,before me,
JQsephine M.DQuglaa ,Register for the Probate of Wills and Granting
Letters of Administration in and {or the County of Washington,in rhe Commonwealth of Pennsylvania,
tl:e last Will and Testament of
,
la::e of McMurray
Josephine B.Dunn
.
in the County aforesaid,deceased,
,-
(a true.copy whereof is to these.presents annexed),was duly admitted 'to probate;anti
Jean .Burner
the Executor in said Will and Testament named,.having appeared.before me and taken 'and subscribed
the oath o~office prescribed by law;•
NOW,THEREFORE,I,.Josephine M.Douglas
grant these LETTERS TESTAMEJ\TTARY,unto the said
Jean Burner
....:I,
,Register as aforesaid',do
committing unto her the administration of all and singular the goods and
to exhibit a true and perfect inventory thereof into the Register's Office,at Wa'shington,within ninetyI
chattels,rights and credits,which were of said deceased,and requiring,--her
d2)'3 from the date hereof,and to ren:ler a just and true account of said administration at the expiration,
.of ~i~-month's from the date hereof,and to regard and comply with the provisions of the'laws of this
Commonwealth reiating to inheritance taxes.
IN TESTIMONY WHEREOF,I have-hereunto set my hand and the seal
of,said 9ffice at Washington,this 23rd
f'"~,I.....;::'f".
/day of Mar ".in the year of our Lord one thousand
;;.."S1 t".nine hundred and _X y-seyen.
,~,1J7,-atr:~~-I','.Refter.\.
decease.
LAST WILL AND TESTAMENT
OF"
JOSEPHINE DUNN,WIDOW
I,JOSEPHINE DUNIIJ,WIDOW,of the Township ef Sauth Fayette,
C~unty of Allegheny and Commonwealth of PennsylYanla,do make,publish
and declare this to be my Last Will and Testament,hereby revoking and
declaring null and void any and all otherwtlls by me at any time heret0-
f'ore made.
FIRST:I dire~t my Executrix hereinafter named to pay my just
debts and funeral expenses as soan as conveniently can be done after my."".-
,
SECOND:I give,devise and bequeath all the rest,residue and
\
remainder·of my estate,be it real,personal or mixed and wheresoever
situate unto my niece,JEAN BURNER,her heirs and assigns forever.
THIRD:I nominate,constitute and appoint my niece,JEAN BURNER,
as Executrix at this my Last Will and Testament.
I •
IN WITNESS WHEREOF,I,JOSEPHINE DUNN,have to this my Last Will
and Testament,set my hand and seal this 6th day of November,1963.
her -
.•("X)Josephine Dunn (SEAL)
mark
SIGNED,sealed,published and declared by the above named
Testatrix,JOSEPHINE DUNN,as and for her Last Wi~l and Testament,
in the presence of us,who at her request,in her presence and in the
pre~ence of each other,have hereunto subscribed our names as witnesses•
.-;;H~ow,;.;.a=r;;...;d=-·..:;H:,,:.:......:.:w:.::;;a;:l=k_J::;.:r;;...;.=--__(SEAL)
--=E~dn:.:.;a::....;;F~.~W=a.:.:lk=--(SEAL)
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Personally before mc,the undersigned authority,a f.Q.t.g.D"..:.r1~.1?U.9 in and £')1'said
County and Statc,appcared J~~~.IJ:~;t;:!:~~.!.:who,bein5 duly
sworn according to law,deposes and says that he is the executor:{Ir,·ndmitristratrm:of the eState of
...................J..9..:=;.§.r..b.~.ng B..!P..1!.nr.L deceased,that the foregoing schedules constitute a
comple:e inventory and app~aisement of the real and personal estate of....J.9..;.s.Ib.t;}§;E.~P.::!.nn ,
deceased,except real estate outside the Commonwealth of PennsYlvania;that the figures opposite each item
of real and personal estate in the foregoing schedules are determined and ~tated by the undersigr.ed to
be the fair value of said items as of the date of the decedent's death,based upon a just appraisement oE each
item m:::de by the above named Executor Ad'iiliiiisfiaror':~
Sl~orn and subscribed before me this..1~;.................lG4.2...~
.'/;"v.,1 6P:.-.:?I /~~1'//7.di¥-01:!~·t;1 ..~....·..~·;f~;..~·(·i..·..~.y ~.L...I ..·..'>dd:~_.........sE'~~~~~·iii6f~G;t.f.rit~r..........Wlll,¥.~i~·!:.rrdi~Jr~·;;~::1;.f.'(':!·~:.:~~e···:::·..·1-4·..···~.i./·
~R\DGF."lllE C~P,O\.'GH.mtS:tmC0\.\~HY \ADDITIONAL IN'STRUCTIONS
MY C~'.:~~IS~1\~Eimf~i1i~'i/i·il~;i be filed within three months after appointment of personal representative.
2.A supplemental inventory must be filed within thirty days of discovery of additional assets.
3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,
Over $10,000,.including Copy of 'Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000..in-
c1ud:ng Copy of 'VVill and copy of Federal Estate Tu,\:Return.
.REFERENCE FOR ADDITIONAL COpy
Act of 1947 P.L.513 Sec.5.2,72 P.S.484,4.2
]Juurutnry nUll i\pprai.arturut 'of the goods and chattels,rights and credits which
were of ,:!.g.s.~.!?bJ.D.~_..)?.:P..~!.t.D:.late of J:19S~.n~g.y._..
IVashingttln County,Pa.,taken and made in conformity with the ab(JVe affidavit.
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Checking account,Bridgeville Trust COffirany
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DOLLARS
3238
CENTS
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luno::>::>o aAoqo a4llo4l S Aos puo S asodap 'MOl 0l DU!pJO:>:>O UJOMS Alnp DU!aq ,jouo,jouno:>:>\1 pawou U!4,jo!M a4.l
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"-The Court is respectfu II y requested to determine
proper distribution in this estate.
,fettfti.ruA .k,79CLVt.tL
Counsel for Accountant
The First and,Final Account of JEAN BURNER,Executrix
of the Estate of JOsEPHINE B.DUNN,Deceased,late of
<Mc1'furray,\lJashington County,Pennsylvania
I
,The Accountant is 'charged as follows:
.~
PRINCIPAL PERSONALTY
To Amount of Inventory &Appraisment
INCOME PERSONALTY
NON E
PRINCIPAL REALTY
NON E
INCOME REALTY
NON E
~3238.38
TOTAL CHARGES - - - - - - - - - - - - - - --~3238.38..
PRINCIPAL PERSONALTY
Administrative Expe,nses,Freferred Debts and
Other pebts &TaxE)s ,as set 'forth in SCI1EDULE "A":i 1586.64
,.
"
,.TOT-{\L CREDITS -.-- - - - - - - - - - - - --$1586.64'1
BALANCE FOR D,ISTRI13l!TION~-"-:-'----'-- --~-.-- - --.- -~-$1651.74'f
I
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150.00
18.60
80.0C
1208.00
"44.00
5.50
1.00
12.50
12.50
$12 .50
SCHEDULE "A"
nI,I
1/Jos~phine }i.Douglas,1 short certificateItr:
'1 Hash.County Rerorts,advertising LettersI
il Josq:hine V.Douglas,Filing Inventory &~Ealance on Letters
III'ObBerver Fublcshing Co.,advertising Letters
J
11 Edvlard G.David,Attorney's Fee
\
I Russell l':arino,Filing A:lcount
t,
I~FREFE~~DEBTS:I
-,1 1FryerFuneraHome,Funera
II
Ii W.A.Frideaux"Jr.,1'.D.,~'8dica1
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it!\~~&TAXES:
!rADK-NISTP~TIVE EXFIDJSES:IiH Josephine 1,~.Douglas,Letters Testamentary &:
3 Sho~t Certificates
IJl\IiirilIII'.!i
II
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5-21-68
5-23-67
1-23-68
5-20-68
5-20-68
6-21-67
9-22-67
/1.()'-/.fa'/
TOTAL --,- - - - - - - - - -$1586.64
ASSETS IN ESTATE
S-7-67
5-7-67
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I,I;J.nkrom Nursing nome -rent
j,!li Viehmar.1l FharmD cy -drugs
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11,j!\d;i
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11t'J!Ii11 Checking Accou:1t
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~1651.74
49.12
5~.52
Observer .Reporter
WASHINGTON,PENNSYLVANIA
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of 16 May,H29,
P.L.1784,aJS amended.
Commonwealth of Pennsylvania,County of Washington,S8:.........•.:
Person~lly appear,ed before me,a Notary Public in and for said County
and State,Ri.c..ha.r.d S..~c.o.wan ,who being duly sworn
acoording to law,deposes and says tha:t he is the ~~.c.r.e.t.a.r.Y-.
of tie Obs:erver Publishing Company,a !"enns~lvania corporation,and its
agez;.t in this behalf;that the said Company is the owner and publisher of
the Observer··Reporter,succ'essor to The W.ashington Observer,established
September IS,1871,and The Washington Reporter,established August 15,
1808,a daily newspaper of general circulation,printed and published and
having its place of bus,ines'S at Washington,Washington County,Pennsyl-
vania,where it or its predecessors have been established and publiahed
continuousIy fcr more than six monthsl prior to the publication of the notice
hereto attache.:!;thaJt the printed notice or advertisement hereto attached
is a -copy of all official advertisement,official notice,legal notice or legal
adve,rtlsement,,exactly a:s printed or published in the ObSierver-Reporter in
its regula:r editiOns on 'the following date or dates;.
.........................M.ay 2.2.•.....2.9.and.,June 5.,.1.9.68 .
that neither th'e affiant nor the Observer Publishing Company is interested
in the subject matter of said notice or advertising and that all of the aUega·
~~~,,~;.thl>af.dovlt a:~:.ti~~Zle=tio.
ESTATE NOTICE
68122 -Wed.3t_._-"-"'--.
Swon.to and
'N.,28752
subscribed before me this..5.......day of....Jun.e...l.96.8~®~~,~~~~
MY COMMISSION EXPIRES MAY 6.1972
Washington County Reports ~
>83CS1'lJo;ca~
Wash.ington,Pennsylvania
(PUBLISH.ED EY W ....SHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance wi:h the Newspap~r Advertising A:t of May 16,1929,P.L.
1784 Sec.3,paragraphs (3)and :.25).
COUlITY OF WASBINCI'ONI
STATIl OF PENNsnVANI"t S8.
Personally appeared befe.re :ne,a \lotary Public in ana for said :::ounty and
Commonwealth,:::H.~RLES c.KELLER,who,being :Iuly sworn,deposes and
says:that he is the Editor c.f the WASHINGTON COUI..JTY REFORTS,the
official legal peri'odicc.l fOI said V:ashington County,pu:.lis'bed weekly having its
place of business at Washington,Washington County,?enr.sylvania,and is act-
ing as its agent in t'his bel:alf tha:the said WASHINGTON COVNTY
REPORTS was estab!ishre on Much 31.1920,and wa3 ,des:gnated as the official
legal publication for Wa3hington ':::ounty,Pennsylvania.by order of the several
courts of said COLnty.dated November 11,1920;that the pr:nted notic~or adver-
tisement attached hereto is a copy of a r.etice OI advertiseme:lt,exactly as printed
or published,which a\=·peared in the said Iega~periodical ir:its regular ismes on the
following dates:
.._~y.?~.t ~.9..t ~2f&..
...~W1~9.,;!9.§.~_ _ .
that the affiant or the cor.:>oratic.n [1 behalf of which he iE acting is not interested
in the subject mat~r cif said noLce )r ad~rtising and that all of the allegations of
,hi,,ffid"".."'h~""'@'.P:~
~......···_=:::::::J==···~dit~;
Sworn to and subscri ed ~e dtis ~
._Q.t.h~day of...._JWJ~_ ,196..JL-~~;~
Washmgton,washll1gt.it't.,FFa.
My Comtlission Expil'83
Novellber 1,1969
Estate Notices ~.<;.'"•
'The Register of Wills bas granted letters.
testamentary or of administration,in the
following estates.Notice is hereby given
to al~persons indebted thereto to make
payment without delay a:ld to those hav-
ing claims or demands:o present t'hem
for settlement to the Executors or Admin-
istrators or their Attorneys.
e ••0 •••••••••••••
DUNN,JOSEPHINE B.,Dec.'d.
L~te of McMurray,Washington Coun-ty.Penna.
..Executrix:Jean Burner,551 E.Mc-Murray Rd.,McMurray,PaAttorney:Edward G.:>avid'437 Rail-road St.,Bridgeville,Pa.•
;'.
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Fonn No.RGC-62 (12-66)THIS FOD REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER 110.000.UNDER SECTION 701 OF
EFFECTIVE IANUAR'il,1962.(FILE IN DUPUCATE WITH COpy OF WILL ATTACHED)
·OFFICE OF THE REGISTER OF WILLS
l;TASHINGTONCountyof",.,.
......~Mi~.l?ll~~"of .5.~~.~~~~.tl.c.V;~:r::r:~¥.~~...'..l\~~l:-~~~~y.,.?~~.
\(Name)(Address)
being duly ~_~~~E~accordinJ to law,deposes and says that~e i:i the he_Cllt.rix.. _
.(Exec.•Adm.•Legatee,Etc.)
JOSEPHINE-B.DUNN....551 East Hd~urray Roadoftheestateof_.":_:__:~:-;:....whose last residence w;;s .._.---.-..-
. .\.(No.)(Street)
NclvlUrraiT Pa .J d·d 1 f ··f·d d d h d'd Na.y 4"1967··____•••.:...L_L !'l1ecease ,a~"l that the who e 0 the estate 0 .sal ece eDt,w 0 Ie ----------------1-----.--(f;J----.--(CitY.Borough cr Township)(Date)• _
consisted of:.'~:;;;.
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA.WITH STATEM:B:NT OF MORTGAGE ENCUMBRANGES UPON EACH PARCEL AT DEATH OF DECEDENT.
WHERE PROPERTY HEll>AS JOINT TENAl"T OR TENA:'lCY BY ENTIRETIES.GIVE NAMES.At'DRESSES Aim RELATIONSHIP OF OTHER O1VNERS.
-EstimatedRealEstateValue
rJONE
".
'!".---.
I ~.',...-..-.
I -*.-...
.
.~~
...
~.,.../..,.;")-7PersonalPropertySP;;~"'-")••It iii 5 ~
Checking account B:!:idgeville Trus..t.Company,.-/..
".~
Bridgeville.Pennsvlvania.$3,238.38.....:;J~
,,
-,n .-.r ~,-......,n n.._.l>.,,_.~7f~~
:n~...,~~.......-:/~#_Jt ..A~~-,;~~----
;wry~~=~i"r~it
,
..-
\
NOTE:You may expe·:tite the processing of this return by filing with it,and as a part of the return,
letters from financial instituti:>ns or mortgage holders,certifying to amounts on deposit or owed by the
decedent as of the date of death.Such letters must be signed by a responsible officer of the financial
institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's
account at the date of death and the type of account,account number and the exact name or names in
which the account is registered..
.".f.i.',_EstimatedJointlyHeldPropertyValue.
..,..:'--..,--
NONE
:
Transfers within TWO YEARS Prior to Death
NONE ,
That at the time of death there was no safe deposit box registered ih 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
,..,...-.'~
'-............•.'~~.....,":".,".-,0
,,~.,-....-•.,~-''i r'-:
BENEFICIARIES
BENEFICIARIES AND .ADDRESSES
RELATIONSHIP SURVIVED AGE OF LIFE
(If step-ehildren or DECEDENT TENANTS OR INTEREST OF
(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY
an interest,vested,contingent orotherwise,in estate.)are involved,set OR NO AT DEATH OF IN'ESTATE
forth this fact.)DECEDENT
.Tp.l'ln Rllrner
551 East Mc~mrray Rd.
!VIC1"mrray,ra.niece entireyes
-
..
j
kS,__gag
RESIDENT DE':;EDENT DEBTS AND DEDUCTIONS CLAIMED •NQ.,,'J:'E:.List first five items in th:,spaces so provided,observe notations thereon,and instructions',
Funeral expenses paidFrverF11neTalHome
.--....:;D:..:E=.;B::..T::......:;o:..=R'____=_C=L:.::A.::..::IM=--_~--__,_------:..:N.::..::A:..=T-=U...::.R:.::E'----=-O.::..F-'S.::..::A.::..::M=E -.------=.:.A:.::M:..:;O::...:U::...:N:..:..T=.--lnTHIS COLUMNIHEGISTERONLY
$120800 $
Family exemption (will notbe allowed unless
decedent died residing with a spouse orchildren.)
Administration Expenses •
Counsel fees •
55 00
00
Fiduciary comJ:l'lission •
OTHER'DEBTS AND CLAIMS
(•)See Not\!below
vI.A.Prede9ux,IV:.D.medical attendance 80 00
Ankron Nursing Horne nursing home rent 49 12
Viehmans Pharmacy drugs 55 52
Total 1597 ~1'--_----'--...:.-_...L:-'-1...-'--__
···~l£~············
..:?~~.fJ;~~~.)"I~~!:r;?y'.~~~<f .
(Street.Number)
!."1cN.urray,Pa.
.............................,,_0 .
(City or Town arul State)
Note:The estate agrees to advise the Regifter of Wills if the amount actually paid in settlement of any fee,.commission or debt i.s greater
or le~s than the estimated amount .c1a~m~o~~:.
Sub~,,"'"and 'wo.~..""ore :~./9,..:;...,....
. ...,eX '.''6'.:::::::::::a~.c:...~.9:
'..f2.e")Ca?~-
In the event that any futw'e interest in this estate is transferred in possession 01'enjoyment to col te I heirs of the decede after the
expiration of any estate for ~ife or for years,~he Commonwealth hereby expressly reserves the right to ppraise and assess transfer'!nheri-
tance taxes at the lawful collateral rate on any such future interest.
REPORT.OF THE
I,the undersigned duly elected Register of Wills in and for....County,Pennsylvania,do respectflilly
report that I have allowed debts and deductionsin the amo claimed by deponent cept as'to those items where a greater or lesser alllO!lnt
:::~o~t~.~~~he lastc .~~~.~..t~.~/;;;~~~.above,which greater or le.s.s~~.~~~~~~;;;~.u.c~:~~...•.
Regillter of Wills
J .-----~-
Form No.RCC-62 (12-66)
~INO Year196e>.
IN THE
~.:
MATTER OF THE APPRAISEMENT
"
x.
~,:
,.'
OF THE
ESTATE OF
..<."
..
JOSEPHINE ~.~:WJNN
Deceased
Late·of .YfCJ:1URRAY...............................
County of.WASHINGTON.............................
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
~,
'-
"
"",f"00 NQ'/-ONI!lS'l!lf .'Slll~d(J If"JisIO:ill.ONI/~J:ttlV 17/JSSny.,
I.J &lilt!!8-..lldU 6g.
din -,.....fJ~:•.oJ l·/'.J
r
I •...-'!
H
R CCoB I (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
JEIN BURNER
(Executor ~).
IN YOUR REPLY PLEA8E
REP'l:R TO .37-14-2
j
In He:Esta te of .:::.J.=:OS~E=P:...:H:.:.:I=NE=__=B:..:.__::;DU;:..NN:.:.:.:._
_____W.~A5=H;,;:;;I,;;,;;.NG~T~O~N;....·COUDty -FHe No.9414-2.3
Dear Mrs.Burner:
You are hereby notified that the original
appraisement in the estate of Josephine B.Dunn
has been filed in the office of the Register of Wills qf Washington
County on April 22 ,19 69.Said appraisement reflects·the
following valuatior.s:
Re a I Estate ---'------'--'=:-:=:-:o--=-:::~-
Personal Property ~3~;~,3~.3:...:8~.~3:...:8~_
Tra~fers -=-~~"'=""'~-
Total ---,,...,.--_--.llt.3:.L12:::.311!.:8::::..l.~3~8~_..
As to SUC3 ~ax that is paid within three months.from date of
death,a five (5%)?ercent discount is allowable.As to any tax that
remains unpaid afte:one year from date of death,in~e~est 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.
Da t e _-.,.-_---.,,;A;.;;,opr=..:;i:=1~22c:..,e_..:;1;;,..:;9~6.:...9 _
Title W.R.CHANEY,APPRAISER~
DATE OF DEATH:May 4,1967
Note:This is not a biH.
RCC-39 (S-B81 .'
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of_D.:.-U_N_N JOS_E_P_H_lNE__B_.DATE OF DEATH__5-_4_-_6_7__FILE NO.9414-2.3
(Last Name)(First Name)(Initial)
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E".
04-22-69
05-04-67
Dated:-_...:::.:::!'----'-=--~------
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for Washington County,Permsyivania,do respect-
fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum
allowed as a deduction./).\
Dated:04-22-69 I ~~~~::Jz.q..h~",~~i)
REGISTER OF WILLS
VALUE AS REAPPRAISED
$-------+--j,~,8 ,8
.3.2.38 .38
1,597 64
1.640,-74
VALUE AS REPORTED VALUE AS APPRAISED
$$
(SCHEDULE F)
CLEAR VALUE OF ESTATE
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint -Held Property (Schedule E)
I
TOTAL GROSS ASSETS
Less Debts and Deductions
Valuation of life estates or
FOR USE OF REGISTER ONLY
Tax on $-+-__2%
Tax on $-+__6%
Tax on $---------+--5%
Tax on $---:;~~~:_;__-+--_~l~OOh.f!J0
Tax on $1.640.74 (1~
Exemptions========t:==*Total Estate ~_
TOTAL TAX
COMPUTATION OF TAX
$---------l--
$---------l--
$---------l--
$---.".....r---,-,....-~-
$__--=-Z4b_._.~_~__+--
$--1.__
(*)As evidenced by Charitable
Exemption Certificates issuea
.by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death :::::::::::::t==
BALANCE OF INHERITANCE TAX DUE $C
Add interest at rate of 6%from_____to $------
AMOUNT OF ESTATE TAX ASSESSED $----~I-
Estate tax paid $....Jl-
BALANCE DUE $--------11-
Add interest at rate of 6%from t=
------lOO-----$-----~
TOTAL TAX BALANCE $------1PAID$....J
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will
Administration t No .Year .
IN THE
MATTER OF THE APPRAiSEMENT ---.-----------------'-- --~~::--------I
OF THE
ESTATE OF
JOOEPHINE B.DUNN
.-I -I en n ~~./')...0 ZN...III c::I~f'.~.-;III ...-.to ~...'<10to...0 nfI...~
1"11 0
~.~~~,I"\.IK~_~~Cl.:l
CJ1
~CI ~[t''1f'~~I--l-
~"0 ~III'".,
~~
~
%og.~....:'Z :!!~I \\
\I~n (')III~I ~~~III ~.-.to..,-0n....
0
Cn'"
\g -I-~
'EO
< -~<o _
~In I~-0
Z·0 I I '"0 ~iii..,
01
Deceased
McMURRAY..
REPORT AND APPRAISAL
Late of .
Commonwealth of Pennsylvania
County of WASHlOOTON
i~--..-------- --...,~,-.-.------.---',--.--.-.--.-----..-------------
';.·L
.:·G
--~:,;
~-
~Funn RCC-2
CO~IMONWEALTH OF PENNSYLVANIA DATE .....................Ap!.i.:.:L......??~......1.:.9.9..9..................
.DEPARTMENT OF REVENUE .
...............!.'!.~.~.~~~~.~.~!!................................RESIDENT INHERITANCE TAX .
#.'COLLECTIONS COUNTYBUREAUOFCOUNTY
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO•94l4-23........................................................._..................................
Whereaa,...........................~.~~.~P.~~.~~....~.~.....P..~...............................................................late of ................................~~~~.~;r..................................................
in the County of ............................................~~.~~.~~.9.P:.........................................................Commonwealth of Pennsylvania,hE.ving died on
the ..............................4.....~~:L..............................................day of .........................~..........................................19..~7...,seized and possessed of an estate
subject to In~1eritanceTax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,...................................y!.~:R.~.....Qh~~y.............................................................,an appraiser duly appointed according to law,
haying been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash valUB 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 transferinheritancetaxe:o at the lawful collateral rate on any such future Interest.
Unit Appraisament
Description of Allet Values Made for Inheritance
Tax Purpoles
$
PERSONALTY :
-Bridgeville,Pa.3,238 38CheckingAccountBridgevilleTrustCompany,
I
I
I
r Total 3,238 38,
I ..
,
I
!I
I
fonn~~vi;fhbJ::~:~i~w~a.,.)~:.~a~o~er~ff~~~:is~~;ll~
2'c.ppra,ser
....................................................................................................................................._......._..................
~~(~~d Street)Penna..........~...'~?l~.
'~'",..'"-_.----
...........................w.l\§~:p~9.:'J:'Q.l\J .County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
JOSEPHINE B.DUNN....,,..
Deceased.
Late of
McMURRAY.............,,,,..
Date of Death,.:M~4.L..J.,9f>.7 .
Appraisemel!t Docket Vol.,').7..
Page,~.~?N o ?4.~.4::??:.
Filed in Register's Office,Ap.~~.l.:??1..19 ~9..
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Exan;tined and Approved,.
Wrote abo.ut Appra-isement,.
Appeal f,.om Appraisement,.
Entered and charged,.
'Vd "0,0 rHH.OtHHSVM
S111A'~;AO t}:.LtB){)]H
,(U·;l !".;.:l\\'~!f~1'"'1]-J"~n,'UVilli...."••.j;;liJv l,g
61 2 lM 22AV W69 t
61 .(1,''''''i'j''''~~"m.,\\~"""I II it :J!~",-..,j ."'.j
...
,
,.
Form RC C·lO DEDUCTIONS ALLOWED IN J
AND AGENT OF TH!COMMONW5ALTH
OFFICE oJF THE
REGISTER ,::IF WILLS
WASHINGTONOF COUNTY
FILE #9414-23
STATEMENT OF DEBTS
AND DEDUCTIONS
SUPPLEMENTAL
Taxable at 15%
THE SUM OF ,.....$..","".l.2."~,,.s..Q,.
~6-9-69DA'~.~.
Reglater of Willi,Agent
McMURRAYJOSEPHINEB.DUNNESTATEOF L....TH OF _
DATE OF FIL.ING APPRAISEMENT 6::.---=9_-...;6;..9~D...T&:OF DEATH _~MA~~Y=---4...:..J.'--'1=9_=:6~7:...__
D"'TE NO.OF NAMIi OF P",YEE REM"'RKS AMOUNTVOU04~1I
-
AUDIT COSTS 12 50.
I
-I,HEREBY CERTIFY,THAT.TO THE BEaT OF
MY KNOWLEDGE .-NO BELIEF.THE FOREGOING 18 qr 51!'DEBTS,FUNERAL.EXPENSES "'ND EXPENSES OF
ADMINISTRATION SUBMITTED TO TH.E:ESTATE OF~e~:4J....cl!l0.6::d.d~.L:.~~.::::~====:=!!::=:::.::=:::.....;.,·_DECEASED AS DEDUCTIONS FOR
INHERITANCE TAX PURPOSES.Z~"b.~(L.6.1 .
SWORN AND SUBSCRIBED BEFORE ME THIS DAY OP'
--------18_