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HomeMy WebLinkAboutOC1969-0909 - ESTATE OF DIXON..~ J e C!!ommouwralt4 of ,rUU!iYIUaUia,}BB.D1hlB~iugtnlt C!tnuuty, KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,III the County aforesaid j on the 12th.day of August A.D.19 69 ,before me, Russell Marino ,Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania, the last Will and Testament of late of ~e1yn Dixon,A/K/A EMelyn M.Dixon Borough of Cal1tornla in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and Paul Dixon and Elizabeth Dixon Priselac the Executors in said Will and Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do grant these LETTERS TESTAMENTARY,unto the said Paul Dixon and Elizabeth Dixon Prise lac committing unto Them the administration of all and singular the goods and chattels,rights and credits,which were of said deceased,and requiring Them to exhibit a true and perfect inventory thereof intD the Register's Office,at Washington,within ninety days from the date hereof,and to render a just and true account of said 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 taxes. IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this 12th. day of August III the year of our Lord one thousand nine hundred and Sixty Nine ...................................................................................~~ Register =s~~~.....;:0c..><a ..-l IL ~~~0 0 N.....IJJ ><:•tts:t I-....i ~c..«~i S I-~I s::fIJ l>aIJJl>ai r-Its:t r-1!Q;j~CD!~c..~i..........c..~~~i ~! ...-~--" ~. '-" .. ;~ L j OF EVE'LYN DIXON void atlY and all wills by me at anytime heretofore made. DJJXON also known as EVELYN M. decease. mixed,of which I die seized or possessed or to which I may be debts and funera:l expenses as soon as may be practicable after my I give.devise and bequeath all of my property,real,personal or FIRST: ! II! :I.EVELYN DIXON,also known as EVELYN 1\1.DIXON,of 700 Liberty I !'ISt~eet,Borough of California,Washington County.Pennsylvania,dorDake,pUblis~l , I I and declare this to be my Last Will and Te.3tament,hereby revoking and making I itIii !I',I direct that my Co-executors hereinafter named,pay all of my just II I I!ISECOND: I entitled at my decease to my beloved children in equal shares, share and share alike.The names of my children are as follows: (a)PAUL DIXON.son, (b)ELIZABETH DIXON PRISELAC,daughter. I THIRD:I nominate,constitute and appoint my beloved children PAUL DIXON and ELIZABETH DIXON PRISELAC,the Co-Executors of I(~eal) !i (~eal) t I Evelyn Dixon,also known as p "C.l",.i':.'"J.,...,......I'j, this my Last Will and Testament,and I direct that they shall not be ; iIrequiredtoentersecurityinanyjurisdictioninwhichtheymayact.; i!one (1)i iIII IN WITNESS WHEREOF,I have hereunto set my hand and seal to this ,"/).dpageLastWillandTestament,this ,:-lv day of December,1963. ·THE FOR.EGOING INSTRUMENT3 consisting of one (1)page was on this -.--A d{JO·z.--day of December,1963,signed,sealed,published and declared by EVELYN DIXON,also known as EVELYN M.DIXON,the Testatrix,as and for her Last Win and Testament,in the presence of us and each of us,who,at her request,in her presence,and in the presence of each other,all being present at the same time,have hereunto subscribed our names as witnesses thereto. -2- .-;'''C..'''.'r-...._~~"._....._.4.-...,......._~....,.,........~,_.-"""'".".~~._..,_~_.~_~......~"'-_..,.,...... i\ffi~auit (@f fExerutnr (@r A~miut!ltratnr J ~tatr nf 'rnnnyluania.t 55: Cttnunty nf Ba5~inBtnn \ Personally before me,the undersigned authority,a N.Qt9.-.r.Y.!?.Y.l?.U\;in and for said County and State,appeared ~~.~!...Q~~.~~~~.9...~~.~.~:~:!.h !?~~.9.~EE~.!?..~.~.~.<::who,being duly sworn according'to law,deposes and says that they iii the executor3>r~of the estate of :g;Y.~~Y.ILR~~.Q!J../..~.I.JfJ.~;§.y.~J.:Y1}M~..Q~.~9.;Q.,deceased,that the foregoing schedules constitute a I ·d'f h al d I f'Evelyn Dixoncompetemventoryanappraisement0t e re an persona estate 0 , 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 stated by the undersigned to be the fair value of said items as of the date of th~?ecedent's de ,based upon a j~st a~~inent ~ea9Y it~m_~ade by the above .named Executor .A~mmlstrator."'p .,~~~L.-...~~ Sworn and subscrzbed before me thzs t.........l ,.day ot..:t.:!~.~.v...:f}~19.'?~":'-p~~i~·..·..·.."E~~ti·;&;·~;a·~··.. JACK JOlUfT-NQl ~.. ... tffrtfl Huntlnadon lownship Wes oreland CUT ADDITIONAL INSTRUCTIONS~'I COM¥.ISSI9\'rHh~~1 o\~~'\i~~e dkd 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- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 lIntttntory null -"pprai5tmtut of the goods and chattels,rights and credits which DIxon ' were of ~.Y..~JY.!L..;Q~?fgnA ..?:lJfJ.9.-~y.~ly.g M..Jate of C.i?li.f.Q.r.rtt,9.-:.. Washington County,Pa.,taken and made in conformity with the abO'Ve affidavit. REALTY Lots Nos.18 and 19 in the Samuel Thompson's Addition in the Borough of California,(formerly East Pike Run Township), Washington County,Pennsylvania,upon which there is erected a two-:-;story frame dwelling and garage.For chain of title see Deed Book Volume 692,Page 376. PERSONALTY DOLLARS 13,000.00 CENTS furniture REPORTED FOR INHERITANCE TAX PURPOSES ONLY: 1.Savings Account No.4277,Western Pennsylvania National Bank,California Office,Evelyn Dixon or Paul Dixon, $3,806.73,one-half taxable 2.Checking Account,Western Pennsylvania National Bank, California Office,Evelyn Dixon or Paul Dixon, $451.31,one-half taxable 69-107 100.00 1,903.27 225.66 2,128[93 l~o8 b3-·b9-?()7 Inventory and Appraisement IN THE ESTATE OF EVELYN DIXON.a/k/a EVELYN M.DIXON Filed , l-·~,r, (,.,1 ~, -' \1 -n~::o rn(")G:i=::---u,c.,1rf)r---;r;.......~f;r= r"fto~ -0 I •"'·;1:;=:_.0:!:?:Jrz rvr-O (/l .. .- vJ OLIVER N .HORMELL Attorney at Law 423 Third Street California.Pennsylvania 15419 19.~..?.... ~(g~~'-/1 STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The within named Accountan'Js being duly sworn according to lawl depose and say that the above account as stated is true and correct as Jh~y __verily believe, Sworn and subscribed before me this...~~~_.__.... day of 1~_._.19.1SL . --.rt.«~_7Y!..!.~..__. MARlEM M.NEil,Notary Public CALIFORNIA.WASHINGTON CO.,PA. My Commission expires July 14,1973 g~.....~----..- -..---.-----.--.Paul Dixon zali-eth--iiIxon -f'-i:~ Wa1shington CountYI ss:I do certify that I have given leg'al notice 'to all persons concerned of the filing of the within account in the manner prescribed by Sta'tute and Rule of Courtl as evidenced by proofs thereof filed to No..b.3..~.zQ-::..IO_k .._....__... Witness my hand and official 'seal this tJ4 .. day af ~~--------------~--:----,---19.10_ ...()\~.-ILL~-----.... o Register of Wills ...,....~oo Q.l,<:l..., o..., Pri I RU C:"'"r·~·,)t:Lr !l.';f"I'I~IO.~t~j to j"Pi REGISTEH OF WiLLS WASHIN,GTON CO.•PA. '70 APR ""'o -'0 ,-."0-r l •I ~.. ----._--_._-------- ! ---------------- ~-'- .' ~.-...--.. • ACCOUNT NO.63-69-909 FIRST AND FINAL ACCOUNT of PAUL DIXON and ELfZABETH DIXON PRISELAC,Co-Executors of the Estate of EVELYN DIXON,a/k/a EVELYN M.DIXON,deceased, late of the Borough of California,Wasl).ington County,Penna. THE ACCOUNTANT IS CHARGED AS c FOLL'6WS: l 1.Inventory and_Appra~sement filed Dec.1,1969- 2.Advance to the Estate to facilitate administra- tion: $13,lQO.00 Paul Dixon , Elizabeth'Dixon.Priselac " $1,512.36 1,512.36 3,024.72 ,3.Rent from Real Estate and Payments to Estate b~Rentor for utiii~~es. 1 ,'"" 4 'X'Con~-er~ion of Real Es tat'e: 190.13 Inyentory 'Va:lt:t'e Corlsi(leration l,j:~ l.',OJ'.13,000.00 13,000.00 5.Refund -Bell Telephone Co..3.02 16,317.87 ...1.......1 1.....1.....1,'1'"',',...."'I'"','" RECAPITULATION OF ACCOUNT Assets of Estate Credits of Estate Balance of Estate Balance consists of: $16,317.87 15,307.29 $1,010.58 69-107 Furniture Cash $100.00 910.58 1,010.58 1969 ACCOUNTANTS CLAIM CREDIT FOR: \. July 23,·Caleffie and Greenlief funeral services 1,369.0C Aug.9 Aug.12 Aug.25 Aug.18 Sept.10 Sept.10 Sept.10 Sept.23 Sept.24 Sept.24 Oct.17 Oct.30 Caleffie and Greenlief Russell Marino West Penn Power Company Washington County Reports California Water Company Columbia Gas Company Adam W.Koncik,Tax Collector Brownsville Telegraph West Penn Power Company Columbia Gas Company California Borough Hospital Brownsville/Emergency Room Alex A.Dubart funeral flowers letters testamentary and one short certificate electric services advertising letters water service gas service 1969 school taxes advertising letters electric service gas service sewerage service DoctorTs fee Lettering Grave Marker 30.0C 17.0C 14.0C 9.8~ 6.81: 120.56 9.0C 5.0C 8.24 7.35 10.0( 20.00 Filing InventoryDec.1 1970 March 25 Russell Marino Washington County B~r Association Estate Fee 5.50 10.00 Oliver N.Hormell,Esq. Distribution to Heirs: AttorneyTs Fee 655.00 Paul Dixon One Half Interest in Real Estate Elizabeth Dixon Priselac -Cash for her one-half interest in Real Estate 6,500.00 6,500.00 15,307.29 (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) •••••••• •• ••• •• •• DIXON.EVELYN,a/k/a EVELYN MDIXON,Dec'd.. Late of the Borough of CaliforniaWashingtonCounty,Penna.'E~ecutors.:Paul Dixon and ElizabethDIx~n Prlselac,912 Third St.,Cali-forma,Pa.15419"At~orney:bliver N.HormelI,423ThIrdSt.,California,Penna.------..::.:....:...:==_--.J E.itices ile :ffegister of WiHs has granted letters,testamentary or of administration, in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. ~--@----~"''''''''- Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS, the officim legal periodical for said Washington County,published weekly hav,ing its place of business at Washington,Washington County,Pennsylvania, and is acting as its agent in this behalf;that the said WASHINGTON COUNTY REPORTSwas 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 County,dated November 11,1920;that the printed notice or advertisement attached hereto is a copy of a notice or advertisement, exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: Washington~Pennsylvania KATHERINE C.YAftD,Itotliry Pu Washington,Washlniton Co.,Pa. My Commission Explrel November 1,1968 .....f.!.~.g.\:!.§..t ?L.,?..~.2 . ....~.~p.J.~m9..~.r...~..l ..J.~.§.~.. PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929,P.L.1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON}SS. STATE OF PENNSYLVANIA that the affiant or the corporation in behalf of whioh he is acting is not interested in the subjeot matter of said notice or advertising and that all of the allegations of this affidavit as to the time,place and character of the publication are true. Sworn to \,; Proof of Publi!tion of'N~ticein Br!nsville Telegraph Under Act No.687,Approved May 16,1929. State of Pennsylvania, County of Fayette 9.?:~~.~.~.~...~~.~....~~~.~~~~X.~....~~.~..~....~~.~.·of the BROWNSVILLE PUBLISHING CORPORATION, of the County and State aforesaid,being duly sworn,deposes and says that the BROWNSVILLE TELE- GRAPH,a newspaper of general circulation published at 16-18 Bridg'e Street,Brownsville,County and State aforesaid,was established January 27,1915 since which date the BROWNSVILLE TELEGRAPH has been regularly issued in said County,and that the printed notice or publication attached hereto is ex- actly the same as was printed and published in the regular editions and issues of the said BROWNS- VILLE TELEGRAPH on the following dates,viz: ............................................................Aug.U.3.t 2Q.,.27.•...Sa.p.t 3.,.............................................A.D.19 69.. Affiant further deposes that he is an officer duly authorized by the BROWNSVILLE PUBLISH- ING CORPORATION,a corporation,publisher of said BROWNSVILLE TELEGRAPH a newspaper of general circulation,to verify the foregoing statel11ent under oath,and affiant is not interested in the subject matter of the aforesaid notice or advertisement,and that all allegations in the foregoing state- ments as to time,place and ,hamte,of publication nl}(J/,'-''..~~M~~~ ..Bro~••l\Ie Pub"ohlo.4£tloo d ~-......"..­eS1"ATE'NOTf~E«.' E5tj(J,f Of EVELYN D .<l E>V-EL YN M.DIXON te of Ilhe .borough,C C o~ia, Washington Count nn.Isylvania.,I Letters Testamen{a "upon ,th~-above esta'ite.~a,"".1.gfs-.~en,granted to.tl)undersigned,' \ notiCJL.Js hereby given to'-alii .those indebted~hereto'to make immediate paymllltfn'and'to .all·those having claim's"o~~demands\ ,'0 present them ··f~!it.settlement. I Paul Dixon and -Elizabeth Dixon Priselac Executors' 912 Third Street ,California,Pa.15419 I Oliver N.Hormell,.Attorney at l.:ae 423 Third Street I California,Pennsylvania I Sworn to and subscribe([before me this l7-th . day DL~.....\.·Be·temb·::;·;·..···M~:..S···.··J.t 19 -6.~~'(.PUBLIC ...................~~~s~....·:WUNT-Y-r·P-A. MY COMMISsW9W~>:~~ ItlN n;"',?71 Statement of Advertising Costs Oliver N.Hormell,Attorney at law 42jThird Street Box 637 California,Pennsylvania 15419 TO BROWNSVILLE PUBLISHING CORPORATION,DR. For publishing the notice or publication at-9 00 tached hereto on the above stated dates $ _~. "Probating same _$. Total _$9.-'11.9.9 . Publisher's Receipt for Advertising Costs THE BROWNSVILLE PUBLISHING CORPORAnON,publisher of the BROWNSVILLE TELE- GRAPH,a newspaper of general circulation,hereby acknowledges receipt of the aforesaid notice and publication costs and certifies that the same have been duly paid. BROWNSVILLE PUBLISHING CORPORATION,a Corporation Publisher of Brownsville Telegraph,a Newspaper of General Circulation . By . 1Jn tqr cmrpl1nns9 <!rourt of IInsqington <!rountl1 In the matter of the Audit of Account in j Estate of EVELYN DIXON al4a EVELYN M.DIXON TO THE AUDITING JUDGE: No.63 -.6:...:9_-:...:9:...:0:...:9 .19__,A.A. Enter__m---'y'---appearance for Paul Dixon and Elizabeth Dixon Priselac, co-executors. -_~~~~$- Olivel N.HOllnell.EsqaiI e 18th day of May ,19~ 69-107 N.B.-Counsel shall,by separate paper,present a concise statement of each claim,with supporting calculation of any interest claimed.Objections -to an account as filed,shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. No.,63 -69 -909 ,19__,A.A. In re Audit of Account in Estate of EVELYN DIXON a/k/a EVELYN M.DIXON AUDIT Jrarripr for l\ppraraurr ]<'OR I Paul Dix_Qn and ...:;'fl ~..:T --c.::::-»rTf :::0 •.•~-. Elizabetl5[::Dtx~n Pri~lal::»-- ..:::.(f)(::~-:,:<--f --.r"r"'tCo-ExeQ;u.t;Qr!3'l"i I • -!::t:,_..co 0.'~......c'~&-1'.'-~-."'to:i:''(j- o =E :;::J :::r ..r-Z-nr o».u>;.+ t..M IOliver N.Horrnell,Esquire Attorney ~2 ~\ ..... •PETITION SUR AUDIT IN THE ORPHANSI COURT OF WASHINGTON COUNTY Te,tate Fe..,.J "l Estate of.:g:.Y:g:.~¥NJJJXQN..CAI.~j.~_ _No.J?_~._::..~.~_.::._~Q.~.__..__A. A. ...........~Y~;Y.:¥.N ..M R;JXQN _Fiduciary.~..R.'?:~~..R~.~9.~..~~9 ___..._ Elizabeth Dixon Priselac---.-----------_-_----__._--_--____--__--_-_._--_--_--_._-----_ ___. Deceased g~~:d~~t's death .J.!!~.Y..J:LJ.~.~~G~~~to~f Letters A:':l:g~!=?~..~.?!.__~_~.?_~.._ _ This is the :f._~~!=?~..~~~.X~?.~~: _ ___._..account 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) Date Election Place of; Fi led .__.._..._......__...__..__..Record ..._......__... . Name of surviving spouse __~..~_.~_.~__.____...__.._._.___..__ __.._..__..___ ___..__..__. .__... List issue,where material: Paul Dixon Elizabeth Dixon Priselac Did decedent marry after execution of will?(indicate)~No.Any children born after execution of will?(indicate) ..~No.If answer yes,name them._______ ___. ...........................................-_-----____---___.__._--_---___--_._-. Legatees Paul Dixon Elizabeth Dixon Priselac Relationship son daughter Interest 50% 50% Fiduciary,if not sui juris List any exceptions to above legacies: NONE If any partial intestacy,give facts: Adeemed:Revoked:Lapsed:Abated:Give Causes: Notice to interested parties.Have all parties,having either vested or contingent interests and all creditors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the accountandofcallofaudit?Yes.~ If any exception give cause:__..___ Attach copy of form used an~Notice sent by certified mail.return receipt requested.~ive date of mailing such not'ce---Oll A.i)":ri1.'28~-.T970.',,_...,..__ _ -...........•.._..::;........... 69-107 -" Is estate or any portion subject to Federal Estate Tax?D..9 _..' . Is estate or any portion subject to Personal Property Tax?~~_ . Has Pennsylvania Transfer Tax been paid?no Amount $~~..:-:_ _ . If any portion of estate subject to life-estate,give name and birth date P9g~_. ~_______..___0___. Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims and whether or not they are admitted to be correct: NONE Give reference to such parts of the will as require interpretation by the Court;a referenc~to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: NONE List any advancement or distribution on account that has been made,and nature and amount of same: Real Estate,Inventory Value of $13,000.00 converted and distributed as per receipts attached. Balance for distribution per account, Itemize any additional debits not shown by account:$1~..9J.QJ'.J?~. (Conversion of furniture Inventory Value $100.00 ) 100.00 Total additional debits Itemize any additional credits not shown by account: Filing account $16.00 $_.._.....__...~:'.~-_.__._-_...._.- Total additional credits $f..~.~.QQ . Balance for distribution $~.~1 ~.?. If balance for distribution is not in cash,list each item held in kind,giving appraised Value: Cash only s-!"' c: Family allowance claimed?~.g.~..~Paid?. 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 cash:residuary shares being stated in proportions: Paul Dixon Elizabeth Dixon Priselac COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ~.~?:t::r::doth depose and say that the facts set forth in the foregoing petition are true their .to the best of knowledge and belief. .........S.:w9.:r..:n to and subscribed before me this J~~.~day of M?:y.19..~~.. Signature of Officer 91J~.~.'J:.r.J..JY4 . Title of Officer ~g~~.ry.~:':l)?!~~. .MARIEM M.NEil,Notary Pu6fie Office expJres CAUmRNh'\;)\.'1ISrtmtJTO'N.t:O:~FA:...••.•....•......••• My Commission expires July 14,1973 one-half share one-half share And your petitioner will ever pray,etc. ,---_--_-. Deceased :}(~f~fHj....;1 ,.;.<1 .t".~'Q f"'HI.1 illOtt\!I"f ....~.~ I,]:1 ~1 i ~\~•...J,t f ,,,,,, Qt~ ''td "0;)N01~)NH1S'¥!A CO-l"ll ;~\.rf'il 'JI R J f)"",,v II ,,'II"-,.j ,·,.lo ~"I v.:~tJ ~j fl Attorney ';\..~2 Fiduciary .P.~gLPJ:~Qg_~_D.~..-------..--.... EVELYN M.DIXON No.----~-~---~--~_~__~__~~.~..........__A.A. PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Elizabeth Dixon Priselac Estate of .._~_¥~_~YN DIXON a/k/a-....-..._--.----..._....._-.---....._- 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 Iitem,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 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. 10.Copy of Federal Estate Tax return if es- ate is subject thereto. 1<~.'-.~, Oliver N.ormell,Esquire -....---.._---...._--------..---------_. '- \\ ~ OLIVER N.HORMELL ATIORNEY AT LAW 423 THIRD STREET,BOX 637,CALIFORNIA,PENNSYLVANIA 15419 Area Code 412 Phone 938-8970 938-2522 NOTICE OF FILING OF AN ACCOUNT (As required by the Rules of Practice of the Orphans' Court of Washington County,Pennsylvania). MRS.ELIZABETH D.PRISELAC 228 Lincoln Way West Irwin.Pennsylvania.15642 ~ril 28.1970 In Re:Estate of Eveiyn Dixon.Deceased Place of Audit:Third Floor,Court House,Washington,Pennsylvania Date of Audit:Monday.May 18.1970 Time of Audit:1:30 P.M••E.D.S.T. Dear Mrs.Priselac: I am sending you this letter in order to comply with the rules of the Orphans' Court of Washington County,Pennsylvania. The account on the above captioned estate has been filed in the Office of the Register of Wills of Washington County,Pennsylvania.On the above date and time, there will be presented to the Orphans'Court of Washington County,Pennsylvania, a petition to audit this account.An heir of the estate,as well as any creditor,is entitled to notice of the filing of this petition and audit,and,should you so desire, you may appear there at that time. You are not compelled to appear at the audit,but you may have some questions on this estate.If you have any questions,please do not hesitate to write or call me. I shall be happy to give you any information I can,and will do everything I possibly can to answer any questions you may have. ONH:ad File No.69..107 CERTIFIED MAIL RETURN RECEIPT REQUESTED. Very truly yours, ~9/ ......'.,• OLIVER N.HORMELL AITORNEY AT LAW 423 THIRD STREET,BOX 637,CALIFORNIA,PENNSYLVANIA 15419 Area Code 412 Phone 938-8970 938·2522 NOTICE OF FILING OF AN ACCOUNT (As required by the Rules of Practice of the Orphans' Court of Washington County,Pennsylvania). MR.PAUL DIXON 700 Liberty Street California,Pennsylvania,15419 April 28,1970 In Re:Estate of ~velyn Dixon,Deceased Place of Audit:Third Floor,Court House,Washington,Pennsylvania Date of Audit:Monday,May 18,1970 Time of Audit:1:30 P.M.,E.D.S.T. Dear Mr.Dixon: I am sending you this letter in order to comply with the rules of the Orphans' Court of Washington County,Pennsylvania. The account on the above captioned estate has been filed in the Office of the Register of Wills of Washington County,Pennsylvania.On the above date and time, there will be presented to the Orphans'Court of Washington County,Pennsylvania, a petition to audit this account.An heir of the estate,as well as any creditor,is entitled to notice of the filing of this petition and audit,and,should you so desire, you may appear there at that time. You are not compelled to appear at the audit,but you may have some questions on this estate.If you have any questions,please do not hesitate to write or call me. I shall be happy to give you any information I can,and will do everything I possibly can to answer any questions you may have. ONH File No.69..107 CERTIFIED MAIL RETURN RECEIPT REQUESTED. Very truly yours, ~o/ ~n t4t Qtnurt uf .Qtummnn Jl.eus af lIus4iugtnu Cttounty. Jrnnsylunniu.®rp4nns f Cttuun iliuisinn ESTATE OF N 63-69-909o._--=..._--=-<--...L_~_ Eve]yo Dixon a,lk/a Evelyn M. Dixon, In the matter of the First end Final Account of Paul Dixon &Elizabeth Dixon deceased.Priselac Executors ADJUDICATION AND DECREE Andnow May·.tetf:19 70 ,this matter come on for hearing, audit and distribution at this session and testimony token;and thereupon,upon due consideration ther§<tJy;h;Efalance for distribution in the hands of the Accountant is determined to be $•.and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a port hereof,unless exceptions hereto be filed sec.reg.or an appeal be token herefrom sec.leg. SCHEDULE OF DISTRIBUTION Balance per account 1 Additional credit asked at audit 16.00 $1,010.58 994.58$ No balance BalanceC---_ Deduct Clerk's Costs &Receipts _30.00 <b w 964.58 Attorney Oliver N.Hormell 1~Vf'.'~Ii 1910.1 tQ $,3",II 0 Redebit -for dis tribution -advance on distribu v~~.w·~...7J(~.~. tion pooo.oo $13.964.58 6.~ Russell Marino,Agent,transfer inheritance tax,77.5.3l± $13,189.24 "'-'V""........I,I f'70 ~.77.o:~tj 7J(~.~......~. Elizabeth Dixon Priselac,daughter,1/2 residue, credit to be taken by the accountant for funds I in the amount of $6.500.00 advanced prior to I distribution by the Court,16594.62 I Paul Dixon,son,1/2 residue,credit to b~taken by the accountant for funds in the amount of I $6.500.00 advanced prior to distribution by the I Court,6.594.62 ...a f t i"'-..,~ .::::r 0 ~~ ....j,z i a '""p:r ty c:CD i eli a 3 0 0 0-....~.....~ ... ~ 0............:f b:: CD ~& ~a~ . I Law Offices OLIVER N.HORMELL California,Pennsylvania •j ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA In re Estate of EVELYN DIXON a/k/a EVELYN M.DIXON.................................................................................... }63 -69 -909 No ,of 19 . RECEIPT K.1'JOW ALL MEN BY THESE PRESENTS That I,Baul Dixon......................................, do hereby acknowledge to have received from ,~l~.~~:Q~:til:t..l)~Jr:9.J}...~:r.:i,f?~~~C..~n.q.P.caul Dixon, C.o~Ex.ee......of the Estate of .E:v.elyn .P.ixo.o...a/k/a...l!:v~.lyn.M...Dixo.n ...,Deceased, a one-half interest in Real Estate in the above estate,valued at~,·Six··Th-o'Usancl··Fi~e-.HUlldped·and·.·no-flOG·__.....dollars,in pa~ialpayment of the amount awarded me under the decree of the Orphans'Court of Washington County entered ,,19 ,at the above number and year;and I do hereby authorize and empower the Register of Wills in and for said county to enter and file this receipt. ,h h h d d I -:Ca1if0rnia~PerinsylvanIa;-In witness whereof,I ave ereunto set my an an sea at ,',"..'.',''..--;;'-.',,._.<t';:,••.•;.•< this ..?t)1-,.,,...,....day of Witness: ..,~?.v:~.~~~!'A.D.19 Q9..g JfJ ~~J.....~~~.(seal) .................................................................................... 69-107 Law Offices OLIVER N.HORMELL California,Pennsylvania ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA In re Estate of EVELYN DIXON a/k/a ....E;V,F;~XIj..~.•..P.l;:J:.Q!l .1 No of 19 .. RECEIPT K.1~OW ALL MEN BY THESE PRESENTS That I,..~).~.~~.1.?~~~..l?".~9.1)..~r.j,$~:l.~c;., do hereby acknowledge to have received from ~:l;~~.~~~~~.~~~'?~.?X:-~.~~.l:~~.~~9-..P.~l:ll Dixon, QQ~.~~~9.•....of the Estate of .~:v.elyJ),.Dixon...a/kla..E:v.elyn .M•.Dixon ....,Deceased, a one-ha~interest in the R/E in the above estate,represented by the sum of ..S.J.X .Thousand .F1va.Hundr.ed...and..no/100.....9"•.,.,.:-."',..••••••••dollars,in partialJOdXpayment of the amount awarded me under the decree of the Orphans'Court of Washington County entered ,19 ,at the above number and year;and I do hereby authorize and empower the Register of Wills in and for said county to enter and file this receipt. I · h £I h h t t h d d I tNorth Huntingdon Townshipnwitnesswereo,ave ereun 0 se my an an sea a . , this day of NoY.eJ11.ber A.D.19.69 . ~JN.(,~~d~) ~~i~~~~s.:.,.~f~~~~~~~.~~~;~~~.~.~~I~..._""""E1 zabeth Dixon Prise1ac .rtf!Huntingd ownship,Westmore,an..\1\1\1·'\9 69-107 MY COMMISSION EXPIRES MARCH 4.19f17.}- Law Offices OLIVER N.HORMELL California,Pennsylvania ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA J In re Estate of EVELYN DIXON } RECEIPT 63 -69 -909No of 19 . KNOW ALL MEN BY THESE PRESENTS That I,.?;:L;~~.~1J.~~h.P.~~9n .r.~~.~~.~'?-~.., do hereby acknowledge to have received from .~~i.~~p.~~l)..R~~p.:q .:PXt9~.l-q.C.SlJj.O.I?a:ul ... O~~PA.0 ••••••of the Estate of .Evely.n.Dixon,..alk/a .E.v.elyn .M•.Dixon ,Deceased, the sum of ..N~n~ty'~;F:9'\l;Z:...?I}~..9~/;LQQ....~:-:":"~.":"-:-.........................dollars,in full payment of the amount awarded me under the decree of the Orphans'Court of Washington County ..28 70entered..May 0'19 ,at the above number and year;and I do hereby authorize and empower the Register of Wills in and for said county to enter and file this receipt. In witness whereof,I have hereunto set my hand and seal at .~.~lHQ;r,I}~~•.J?~.n:pp,ylYaI)ia"...., 69-107 Law Offices OLIVER N.HORMELL California,Pennsylvania ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA In re Estate of EVELYN DIXON }63 -69 -909 No of 19 RECEIPT KNOW ALL MEN BY THESE PRESENTS That I,Paul Dixon......................................, do hereby acknowledge to have received from P:;+;i.2!~~~~.l?..I?~.~9A.P'~;i.~~.J,.~.q.;:l;I;l9..p'q.\ll Dixon .,,of the Estate of .Evel;y.n.Dixon~.a./.k/a .E.\lelyn .M.Dixon),Deceased, the sum of ij;i..I).~.t{Y.-:fp.lJ.r and ..6ZI1QO ~":':-:":'~.-:~dollars,in full payment of the amount awarded me under the decree of the Orphans'Court of Washington County entered ..NI.~Y..2.~,19.70.,at the above number and year;and I do hereby authorize and empower the Register of Wills in and for said county to enter and file this receipt. I · h f I h h t t h d d I California Pennsylvanianwitnesswereo,ave ereun 0 se my an an sea at '.. . . . . ....~, (seal) ..Au.gu.st A.D.19.70.. ~..~.£::~~~/.Paul Dixon~7:• Wi'..(.J,s:jJ j) ..~..~~;~. this .....~tJ;1..... .....day of 69-107 ::0tr.1 ''1d ,.0::>Nali)NIH 8\;//1\~ 8111M :JO H1JSI~3U !:ci O~'ll \1 \'W "1 -_~('('n\I 1-3r'.~n,i •..:J.);)ld rn S5 II W~t d3S 0I.& tr.1rn1-3~1-3[tj tr.1<:0tr.1t"i t-rj ~ d H:><0 tj Ztr.1(')-tj / IN THE COURT OF COMMON tJ3LEAS OF WASHINGTON COUNTY.PENNA ORPHANS'COURT DIVISION Evelyn Dixon,we have all the necessary papers,and there appears ) ) ) ) )No.909 of 1969 ) ) ) ) Monday.May 18.1970,at 1:30 o'clock P.M., EDST. OLIVER N.HORMELL.ESQ.•of California.Pa.• representing -the Accountants . HEARING ON AUDIT THE HONORABLE P.VINCENT MARINO.Judge of the said Court. EVELYN DIXON.a/k/a ESTATE OF IN RE: «EVELYN M.DIXON.z~~Deceased. VIzZIIIDo ieozi BEFORE:VI.~ ~ii:~APPEARANCES:Q...«Uii;)., ~TIME: III iii0:~0:~THE COURT:Number 909 of 1969.the estate of Evelyn Dixon. 0: I-0:5 deceased.The Execut0~$.are Paul Dixon and Elizabeth Dixon Prisel c u...a and the attorney is Oliver N.Hormell.Mr.Hormell? ~o MR.HORMELL:Good afternoon.Your Honor.On the estate of .\ to be no problem.I would,h@w~eiV.er.for the convenience of the Court, call attention to the fact that there was $13,000.00 inventoried as real estate,which has been converted and conveyed to one of the two heirs.It's all reflected in the Petition for audit.I would also call attention to the fact that the Inheritance Tax has not been paid.But w are waiting to h~ve the exact calculati,on of that.DUi.er than that, there are no problems in this estate.And a::n ass ets consist of cash. 2 .. 0(THE COURT:Is there anyone else in Court interested in this z0(>~decedent's estate?UIzz~(NO RESPONSE) io~THE COUR T:The audit of this account is ordered closed by the :z:UI 0(.C~ourt . ..=uiii:I-UI '0 oJ~U o :l.., :x:l-i"" THE COURT: MR.HORMELL: No outstanding claims? No outstanding claims. ( A UDIT CLOSED) I viIt:1&1I-g I hereby certify that the proceedings and evidence are 'con- 0.1&1It:li:tained fully and accurately in the notes taken by me on the hearing of the :lo~above cause.and that this copy is a corr.,t transcript of the same. 0(i U ii:II.o tenographer) The foregoing record of t e roceedings upon the hearing of the above cause is ,hereby approved and directed to he filed: .'~'• Form RCC-33-RI RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COllECTIONS COUNTY OF WASHINGTON IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the Register of Wills of the County wher~decedent resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of the Inheritance and E.state Tax Act of 1991.) E.Y~~Yn.~:.:::..:~~:;:..;:.:;:::T~~:...Qn };:::UA;~::F (State full name of decedent) Late of W.i?.sht.ngton..County ADMINISTRATOR::,:.fP:::~~::~~.....-------}" .....~(3Y:~I?~?C(?~.?:.~9 Elizabeth P.~~(?f.l:!'Ei?.~l.~c:......Co"Executor of the estate of the above-named decedent being duly sworn,depose and say Decedent'died J..:lJ),Y 1~L (Month) Name and address of attorney or} other authorized representative to. whom all correspondence should be mailed. ..........................................,19..9..~........,J testate leaving a last will,copy of which is hereto attached.} (Day)(Y""r)Lintestate O~iy~:r:..N!J:I():t:'p:1~n~~?q':l:~:r:~........ 423 Thirc1Str~e(,Ca~i~oJ:':rli.~,'PeIl~?yl"ClI1~Cl,154~~..., That as such 9..Q.:.~.~~.f,1!1.9..r.§,.,deponent is familiar with the affairs of said estate and the property con- (J<:xeclitor-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 IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX NONE THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN NAME OR NAME::S....::.OF=----.J-..:H;:.:O:::L:::D::E=R.:.S_T~O::....:D:.:E:.:C.:.E.:.D.:.EN:.;.T.:.._ 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,sta~ding to decedent's creditJinbanks..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 decedent's death in the case of saVings banks,and to the date o~decedent's death in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence o~in- debtedness of the United States to the decedent;all obligations,whether by statute or agreement they are designated as tax free,of the United 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 mortgae: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 o~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 policles 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. 69-107 In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of thE'co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.It should also set forth in itemized form,'together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all 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 copy 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 paf':ses at decedent's death by virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint- ment vested in decedent,either individually or jointly,by the Will,deed,or other instrlunent 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- 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","e","E",and "F"as directed therein" have been carried forward and properly registered in the Summary NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements reqUired under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. , HCC-:l:Ja-IU CO~nJONWEALTH OF PENNSYLVANIA 'mANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A." REAL PROPERTY. ileal property in Pennsylvania,with statement of mortgage encumbrances upon-each parcel at death of decedent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by the decedent as tenant in common with another or others, should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located in the Commonwealth of Pennsylvania should be described by lot and block number,street and street number,together with a general description of the property,with a refer- ence to the record of the conveyance by which the decedent took title;if a farm state number of acres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assess- ments,accrued interest on mortgages,etc.,are to be listed onSchedulenF"and must not be deducted from this schedule. Lots N'>s.18 and 19 in the Samuel Thompson's Addition in the Borough of California,(formerly East Pike Run Township),Washington County, Pennsylvania,upon which there is erected a two- story frame dwelling and garage.For chain of title see Deed Book Volume 692,Page 376__---..e:::"..-, Insert this total opposite "real property",Schedule "A",in the "As Reported"column on the last page of this return (1) ASSESSED VALVE FOR YEAR OF DECEDENT'S DEATH x X X X X (2) ESTIMATED MARKET VALUE (3) DEPARTMENT VALUATION CAUTION (Do not write in this space) RCC-43 (5-65) NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FIN ANC IAL INSTI TU TI ON -----4~,.;4;~9H;l'.:l;.<tQ~1~'~~~P€bl_T~J:.,.a ........,.;1.......,,;;;,.;...;;;..;;,.;~·t=i~DJ.~!~~"'·R~_k~_ ADDRESS --------l.IC;g.~J.~;yf;.".~)~~·a~i~a..,.,-!l~'1;,:...-.......J.~;~'J,,.I:.l¥-9--------- ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT--t.l;cie.2:r77f-'_ NAMES ON ACCOUNT OR INVES TMENT ...!.f~·r~::;........,l,iE~'!:Q,el~;~Q,1.....,J)~.·:l;:~~~Q~R_'c,;~·~·'-r~~;l,l,;·lyl.l.l......il~u~."'{,~··:ri-l----- ~ ADDRESS ~7Cb'!:'{':l_±tt't1:i.'b6f.6':t'1''b't;V:-l~SM-:t¥1i'e~e~t"...j --iG=JfiU:~1""if~<:.~2r~l'i::Hi.anJ,......¥,Faf':-,•...-+1J;;,.j5U9!ri·~t'> DATE OF DEATH .wT'l~Jl~1r-JJ.t.J+i~$..........a..:19~(,..,,9'----------- SURVIVING DEPOSITOR, BEN EFI ClARY OR INVESTOR ··-----fr!8'c:tlC::ilr:---t7:th~·..'OOfeft.1--------- RELATIONSHIP TO DECEDENT S~oG_n---------- DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED -------::J~.91e1eO~----:'------­ BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $----?3.'ra~O.,~.rT7~3-~-------- 7 ~/9o~.3 .A'1/~-~O.(k)';/fft ~~~~~.t4A-~~leP- .s.7/~VJ;6 JUl~ .\ COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY Cash in hand,Cash on deposit,Bonds and Mortgages,any interest in a Copartnership or Unincor- porated Business,Judgments,Royalties,Rights,Shares in Trust Funds,Leaseholds,Pensions,Promis- sory Notes,Claims,Insurance payable to Estate of Decedent;Annuity and Endowment Contracts; Corporate Bonds and Stocks,with Accrued Interest and Dividends Declared and Unpaid to Date of Death,Accounts Receivable,Jewelry,Wearing Apparel,Silverware,Household Goods,Automobiles and All Other Personal Property of Every Nature Wherever Situate.(Property held jointly by decedent and another must be liste·d showing names and addresses of other Joint Own·ers and their ralatlonshlp to decedent.) furniture Unit Values (I) ESTIMATED MARKET VALUE AT DATE OF DEATH (2) DEPARTMENT VALUATION CAUTION (Do not write in this space) REPORTED FOR INHERITANCE TAX PURPOSES ON Y: L Savings Account No.4277.Western Pennsylvania National Bank.California Office.Evelyn Dixon or Paul Dixon.$3.806.73.one-half taxable o,e"'/E1J -71(,6. 2.Checking Account.Western Pennsylvania National Bank.California Office.Evelyn Dixon or Paul Dixon.$451.31.one-half taxable OfeN/!()-f ~It;~ fExl'(;utIJr-AdrnirJiloitraUJT R1l11;t tC/UtI ·"Ektimat,·d '''''rk,:t VallH'"(:tdUUlrt ;\fJ.1 alld c;arry total tfl (.(,IUUlIJ Sf),1 ill "Summary"IJlI T!'\'('r~I'kid"(,f ~dl~dllll:U.) 1,903.27 Note:This schedule must list all intangible personal property SUch as,cash in bank,bonds and mortgages,promissory notes,claims,insur- ance,corporate bonds and stocks,accounts receivable,interest in partnership,etc.,even though physically located outside the Common- wealth at the time of death.As to tangible personal property (e.g.,jewelry,wearing apparel,silverware,household goods,books,paintings, automobiles,boats,etc.)state where it was actuaIly located on the day of the decedent's death.Tangible ~rsonal property which is definite- ly established to have been physicaIly situated outside this Commonwealth other than for a temporary purpose,is not subject to tax in this Commonwealth.In the absence of a specific declaration as to actual situs,said property will be presumed to have been physically present within this Commonwealth at the time of death. • •i~IT-:l:l,·_!t I l"l1\!\lll\\~-:\LTI!OF I'ENNSYLVANI.\ TlL\\"SFFR INHElUn.NCE TAX SCHEDULE "c" Tll\N'WEJlS (1)Di,l elt'cedent,within two years ofeleath,make any transfer of any material part of his estate,without recpiving It valuable and adequate consirierlltion therefor?(Answer yes or no)no (:J)Diri ,h!cedent,within two years of death,transfer properLy from himself to--h...i....m'-s-e-I-f-and another or (,thers (iJlclurii ng a spouse)in joint ownership?(Answer yes or no)--=ll~O",-_ (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)ll_O _ (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)__~ll~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)ll~O~_ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)_ll_O _ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others -----:-_ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)__ll~O~_ (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to Change, because of a reservecl power to alter,amend,or revoke,or which cOllld revert to ctecedent under terms of transfer or by operation of law?(Answer yes or no)__~ll~O~__ (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 reserveri in th~riecedent alone ·or the decedent anel others? (Answer yes or no)__ NOl'E 1:The answers to these questions shoulct be supporteel by affidavit by the attentUng 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 va.lue at elate of death,dates of transfers anri to whom transferred,with relationship of transferees to eleceelent,if any.Submit copy of any trust cleed 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 providecl in Schedules A,B,or E. ITEM lJESCRIPTION MARIillT VALUE (Es Umated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. •• ~H:(',-3::;d-RI•COMMONWEALTH OF PENNSYYLA,NIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES ( h BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE(If step-children or 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, Paul Dixon ,son yes one-half 912 Third Street California,Penna. Elizabeth Dixon Priselac daughter yes one-half 228 Lincoln Way West Irwin,Pennsylvania - " --- -- ---Deponent further says that all the above-named beneficiaries are living at this time except below: - NAME DATE OF DEATH RESIDENCE NONE OF THE ESTATE OF ~IATTER OF THE APPRAISEMENT Late ofCa.lifor.:nta.... -c.e-c.e-oo-c.e-fP-o-c.e (Executor-Administrator must complete "As Reported"column #1.) 0 ~~;;0 ~......(l) 0 :ro Il>...e:..tiltil':d ::l 0tiltil:0 .....::l '"d~(l)e:..:11 ...... ~:rl-til 0X:ro '"d '0Il> C'":0.....(l)o ...;-:1-1)'0 ~ trl :0 (l)... til ,11 ~,... ~:1-",...:~(l),~:ro :11'1-":rl- ,p:! ,~ :() :ro :rl- :p:! :~ io,~ :11~.,0.U):00 c:::,ro ~:00 :0 ~:g,:-::>~~....-.....-.....-.....>-<::W W W ?"?"?" g ~~ '-' -c.e-c.e -00 -c.e ~-c.e :I-'::)-l ............:c.n ::1:\:):w:>~:....til ,I-'::1-':1-':0 ~:1:\:)::1:\:):0 :O(l)~:00 :00 ..'";:l-:.:.PPo'-":co . :---eco:0 :0 ct,W :w 00 c.. l} i,... .709.Year /fl.f . 'P.I<THE t No. ........ REPORT AND~1JPRAISAL.C:::J r:JPl(") EVELYN DIXON a/k/a EVELYN M.DIXON Deceased :::::JJ"T1:::::J ClC--u)U)c.n-I",J"T1~....,..,~~, o-~ -'-1-'"m:<~~I OLIVE~~.HQRMEft' Attorney at :taw 423 Third St~et California,Pennsylvania 15419 Commonwealth of Pennsylvania Will Administration County of WCishJJ1gt()Il :>:r. t:l8-~g.'-" ~r.c.., .:. R CC-8\(2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION -r NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY PLEA.E RE"ER TO 37-246-2 J PAUL DIXON &ELIZABETH DlXON PRISELAC (Executor ~~~. In Re:Estate of .l:!.::;~V.;.;EL;;;:(=_YN=.:.:.._=D:..:I:..:X.:.:O:.:N.:..__ ______W.::;A:.;:;S~H:.:I:.:;N}='ID::.:N:.:..J County -File No.63-69-909 You are hereby notified that the original appraisement in the estate of Evelyn M.Dixon· has been filed in the office of the Register of Wills Qf Washington County on December 22 ,19~.Said appraisement reflects the following valuations: Real Es t ate _--'----=1::.3::..i,~O:;.;O:;.;O:;.:.:..;O;..;O:.....-- Personal Property ~2~,2~2~8~.9~2~__ Transfers -------::-:~:::_:r__=,...__--Total -=1~5L:.,2::;;2:::.:8::.:.~9:.:;:2::....-__ 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 .::..D..:;.e..:;.c..:;.em;.;:;ib.::..e.:.:r:.........:;22=..,~1;;;.:9:..;6~9:...____Signed -+-J.e:-....u-'--~~64::~L.\--I6:::::::::::-----::~~~ Title W.R.CHANEY, DATE OF DEATH:July 14,1969 Note:This is not a bill. -------------------------- CC-:l9 (5-88) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY r.state of DIXON, (Last Name) EVELYN (First Name) M. (Initial) DATE OF DEATH 7-14-69 FILE NO.63-69-909 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washi..ngton 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". Dated:__--=1::.::2:.....-.=2=.2--:6;...;9:--_ 07-14-69 REPORT OF THE REGISTER OF WILLS REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed ..a dedoctioo.f?;;?,~h __.:.., Dated:/~"'~~L/ VALUE AS REAPPRAISED $-------+-- 15,228 92 $1.j .UUUI uu 2.228 92 15.228 92 , VALUE AS REPORTED VALUE AS APPRAISED $I~:~~~rw-INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint -Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities.. . . . . . . . . . . . . . . ...$I ESTATE TAX ASSESSMENTS $.t= FOR USE OF REGiSTER ONLY Tax on $----------1--~ Taxon $~ Tax on $5% TU~$lK nX~$1~ Exemptions * Total Estate --l-__ TOTAL TAX COMPUTATION OF TAX $--------+--- $--------+--- $-------+-- $--------+-- $--------1---- $L-_ (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death :::::::::::t==== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from _____to $------ AMOUNT OF ESTATE TAX ASSESSED $------IL- Estate tax paid $l- BALANCE DUE $------~ Add interest at rate of 6%from ------tto-----$--------It=TOTAL TAX BALANCE $-----~.PAID $....J FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration !No. IN THE year .. MATTER OF THE APPRAISEMENT OF THE ESTATE OF EVELYN N.DIXON.............................. Deceased Late of . County of CALIFORNIA .WASIiXNG'l'ON . Commonwealth of Pennsylvania REPORT AND APPRAISAL --_.._- Fonn He\:-2.,'......................p~.~.~I.n.:~.~:r;,.....??..?.......~.~§~........(COMMONWEALTH OF PENNSYLVANIA DATE.DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX Washington BUREAU OF COUNTY COLLECTIONS .COUNTY .................................................................................................. J - HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO............................9.3..:::.Q.9..~.9Q.9 ....._..................... Whereas,...............................~y..~Y.:~....I1..~.....P..~.P:.................................................................late of .....................................c.~JJf..9r.l):t ..:t..................................... in the County of ...............................~e.t.~~.gg~.9..~......................................................................Commonwealth of Pennsylvania,having died on the .............................M....~.~.................................................day of .......................J.ulY-.........................................19....6.9...,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,..................................w.~B:.~.....g~..~~..............................................................,an appraiser duly appointed according to law, I 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 Appraisement Description of Asset Values Made for Inheritance Tax Purpoles $ REATLY: Lots No.s 18 and 19 in the Samuel 'fhompson's Addition in the Dorough of California (formerly East Pike Run Tomphip),v'lashington County,Pemsylvania,upon which there is erected a two-stOry frame dwelling and garage. I For chain of title see Deed Book Volume 692,page 376.13,000 00 PERSONALTY: See scheduel liBII attached to appraisement.2,228 92 Total 15,228 92 I 1 I fonn~;V:fhb:::::lih:.w(R1).~~~~I~:.~:;:re~~~;;1~~t;!;~e~~~':~~":=~i;=~~t Appral.j1].............~........................................................................................................................... (Number Street)'/",.,.,,,,,,.It Penna.............._..._.~..............................................................................., (Post Oftlee) WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of EVELYN M.DIXON Deceased. Late of CALIFORNIA Datc of Dcath,~11l.y.1.4.J :;I.,96..9 . Appraisemel!t Docket Vol.,3..7 . Page,?M)~.?No..9.J.~.9..9:::.9Q.9 . Filed in Register's OfJice,P..~.g.~mp..~:r.??19f>.9 . Amount 0/tax due,$.. DEPARIMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra-isement, Appeal /,.0-»1 Appraisement,. Entered and charged,....... .'DEDUCTIONS ALLOWED IN j •7/50{;,~7~ THE SUM OF $.................. S"-,.1r ?'r I rJ STATEMENT OF DEBTS AND DEDUCTIONS a ESTATE OF "'=<'~=.l-""""""""--"""""""''''''''''''------I.ATE OF California,Pennsylvania Form RC C·10 AND AGENT OF THE COMMONWEAI.TH OFFICE OF THE REGISTER OF WILLS OF _W_a_S_h_l_'n...::g~t_o_n COUNTY DATE OF FII.ING APPRAISEMENT Dec.1,1969 OATS OF DEATH --=J~u:::l;..(y--=1-=4:.L,-=1:....::9:..:6:..:9::....-_ DATE NO.OF NAM&:OF PAYEE REMARKS A"'OUNTVOUCHEIit .l~b~ July 23 ~aleffie &Greenlief funeral services 1.369 00 Aug 9 Caleffie &Greenlief funeral flowers 30 00 AUE:l 12 Russell Marino Letters &Short Certificate 17 00 AUQ"•18 WashinQ"ton Co.Renorts AdvertisinE:estate 14 00 Sept 10 Adam Koncik 1969 School Taxes 120 56 13 Brownsville Telegraph Advertising Estate 9 09 Brownsville Hospital -Emerg ncy Rm.-Doctor':~s fee 10 00 Oct 30 Alex A.Dubart ~ettering Grave Marker 20 00 Dec 1 ussell Marino Filing Inventory 5 50 ~970 25 Washin~ton County W Be r Assn.Estate Fee 10 00ar.ali 25 Oliver N.Hormell Attorneyts Fee 655 00 Russell Marino.Reg.of Wil s Filing Account 16 50 2,276 56 ~~...J-(f --/_/L:?~~O t.1t()AJOA A &-fJ/'.AAA.,j - - COMMONWEALTH OF PENNSYLVANIA } COUNTY OF WASHINGTON S8: T.r Paul Dixon and Ell'zabeth Dixon Prl'selac\III e ,HEREBY CERTIFY,THAT.TO THE BEar OFoua.v KNOWL!OGE AND BELIEF,TH!FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSe:s OF ADMINISTRATION SUBMITTED TO THE ESTATE OF.Evelyn Dixon t £..DECEASED,AS DEDUCTION$F'OR INHERITANCE TAX PURPOSES. 69-107 3a~~~(I..S.lSWORr~~IBEDBEFORE ME THI,:70 DAY 01"4Jla~_l~:4 AY~..//~hd1'n JkL --~.44L/Lc5!pLd_eLad'/ E zabeth Dixon Prise ac MARIEM M.NEIL,Notary Public CALIFORNIA,WASHINGTON CO.,PA. My Commission expires July 14"1973