HomeMy WebLinkAboutOC1970-0531 - ESTATE OF DUNN~n tq~ <t!nurt nf <t!nmmnn Jlra.a nf llanqiugtnn <t!nuuty
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In the ma:tter of the Audit of Account in
Estate of MARY M. DUNN, a/k/ a { No. 63-70-531
MARY M. MORRIS DUNN,
Deceasea
TO THE AUDITING JUDGE:
Enter our appearance for Accountant --------~~----------------
THOMPSON AND BAILY
MciLVA~NE and CARROLL .--~ B~~~~~~ ~-u~~ ~-19th day of March 19 71 , --
N. B.-Counsel shall, by separa:te paper, present a concise statement of each
claim, w.ith supporting c a 1 c u 1 at ion 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.
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63-70-531 No._~'--:._::_--=-::....:::.---------
In re Audit of Account in Estate of
MARY M. DUNN, a/k/a
MARY M. MORRIS DUNN,
Deceased
AUDIT
Jratrip.r fnr . .Apptaraurt
FOR
Accountant
THOMPSON AND BAILY
MciLVAINE and CARROLL
AttorneJS
PETITION SUR AUDIT
Testate Form j
IN THE ORPHANS' COURT OF WASHINGTON COUNTY
Estate of ........ ~~~---~-~---~~~J .... ~~-~~---~~?.~---~~-----N 63-70-531 0 ..... ------------··············-------------------·-···············
MARY M. MORRIS DUNN ······································-·········------'----------------------················ Fiduciary ..... ~_g9Jj.IJ:~ ___ J1g_:r.~.i~---~.:r.sb.all.,.
Executrix
Deceased
Date of Date of
Decedent's death .......... ):~P .. ·----~7__, ____ ~-~ZQ ...................... Grant of Letters ............ ~Y.. .. ~J., __ ).,9..7_Q ________________________ _
This is the .............. X~!.-~!-~---~--!!!.1.~~------------------------------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 Date Election Place of;
Under or Against will. (cross out one) Filed ... NO.N.~ .. FlLED....... Record ---------------·-·············
Name of surviving spouse ............. Winl?.t.O.n ... ~-~---P~nP ..................... -------------·----------------------------············-·-----------·-···· .
List issue, where material:
Madaline Morris Marshall -daughter
Did decedent marry after execution of will? (indicate)X'!1~-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
Madaline Morris Marshall daughter Entire estate
List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Cause:
No exceptions
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 Rule No. 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account
and of call of audit? Yes. XMK.
If any exception give cause: ............................................. .
File copy of Noti~~ · March 2 , 1971 and date of ma1l1ng ........................................................................................................................................................ .
Is estate subject to the filing o(,a 'Federal Estate Tax Return? .................... ~~---····························································
Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $3.00.AO.O ............................................. .
If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant ..• ::.::.::.:: ......... .
Give Names. and addresses of all unpaid creditors who are legally entitled to notice, tog.ether with the amounts
of such claims; state whether they are admitted to be correct; pnd whether the claim is denied.
NONE
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Give referenc;.§...to su,c-A: eC:irts: of the will as r;equire interpretation by the Court; a reference to all questions re-
quirin~;j_q9judltotion, and-a =~tatement of any 'other facts deemed necessary, for the preparation of the adjudication:
Decedent was survived by her husband, Winston A. Dunn, who was not named as a beneficiary in·her Will, nor .has said husband filed an Election to take . against deceaent's Will. Therefore, your Honorable Court is respectfully re-
quested to award the entire residue of decedent's estate to her daughter,
,· Madaline Morris Marshall, in accordance with the provisions of the Will.
In case said Winston A. Dunn files an Election to take ag<;~inst the Wil~ at time of Audit, your Honorable Court is respecttully requested. to charge h1s
share in the Estate with decedent's funeral expenses, doctor bill, amoulance
se~vice, and marker, all of which items are properly the obligation of a husband.
Balance for distribution per account,
Itemize any additional debits not shown by account: $ .. 1.,.8.7.3.. 62 ..................................
Total additional debits ·(Add) $--~~-~~---······················
Itemize any additional credits not shown by account:
Total additional credits (Subtract) $none ·------------··-------------··--·····
Balance for distribution $ . .?..?.~.?}.~.?.~----·····-·····
If balance for distributior~: is not in cash, list each item held in kind, giving appraised Value (or distribution Value);
Cash
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. · . . . . . . No claim to accountant's knowledge If Family Exempt1on cla1med by Pet1t1on, g1ve place of Record ................................................................................... .
If Family Exemption is claimed at audit, give name, relationship and basis for Claim: ............................................... .
No claim to accountant's knowledge
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:
Madaline Morris Marshall -daughter Entire residue
~dc;:t?k-s--ex
COUNTY OF 'WASHIIsibteN, SS:
COMMONWEALTH OF-;>Et 4 F 4S>fL\¥tN lA: ~ .J' S" ~..j~ 77--.s
The above named Fiduciary or representative thereof,
being duly .......... §W<:U;n ................ doth depose and say
that the facts set forth in the foregoing petition are true And your petitioner will ever pray, etc.
to the best oL ......... JJ..~~-----'-------knowledge and belief .
................... S.worn ................ to and subscribed before
me this .... £ ..... day of .. JlYl~~.--»r~-------------
Title of Officer ......... ~.9.~.9-.r.Y. .. ~.lJRJJ~ .................... : .. .
M. GORDON FLINT, Notary Public
Office expires ......... ML~!l!!l!!~~i-~~-~~~~~~~-~~-~~!-~~~~---············ ................................................................................ , ..................................................... ,. ..
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No. 63-70-531 . --..... --................ --------... ---....... -----...... -----....... ------------.. .
Estate of ..... ~R"K .. M .•.... RJ.J.NN.~ ... P../.k/.9 ...... .
MARY M. MORRIS DUNN,
Deceased
Fiduciary ... ~?.9-.?.1.:!:~~---~-~-J;":~~---~~-f?.h~J 1 ,
Executrix
PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
Counsel of Fiduciary will submit herewith the
following1 in conformity with Court Rules
adopted effective December 31 1951, being
rule No. 9: pa rag ra ph b-e; and divisions
thereof: shown on pages 23-24.
1. Written praecipes of all Counsel in the
case.
2. Copy of order appointing Guardian ad
litem1 if pertinent.
3. Copy of Order appointing Trustee ad
litem1 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-
tate is subject thereto.
THOMPSON and BAILY
MciLVAINE and CARROLL
AttorneyS
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... LAW OFFICES
ALEXANDER MciLVAINE
FRANK c. CARROLL
33 WEST BEAU STREET
WASHINGTON, PA.15301 AREA CODE 412
PHONE 225-3400
March 2, 1971
Gaylord W. Greenlee, Esq.,
Attorney for Winston A. Dunn,
Washington Trust Building
Washington, Pennsylvania 15301
Dear Mr. Greenlee: IN RE: Estate of !Y1_ARY M. DUNN,
a/k/a :MARY M. MORRIS DUNN,
deceased
Please be advised that Nadaline Morris Narshall,
Executrix of the Estate of M.ARY M. DUNN, also known as
:MARY H. MORRIS DUNN, deceased, has filed her First &
Final Account to No. 63-70-531 in the Orphans' Court
Division, Court of Common Pleas of \tJashington County,
Pennsylvania, and the same will be called for audit on
Friday, March 19, 1971, at 10:00 o'clock A.N. (EST), in
the Orphans' Court Room, Court House, Washington, Penn-
sylvania, at which time you may appear and be heard, if
you so des ire.
Very truly yours,
.~\ . .
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-;..>. ......... 0(/i Of Counsel for Estate of
ViliRY M. DUNN, a/k/a MARY M.
MORRIS DUNN, deceased
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNA
0RPHANS11 COURT DIVISION
IN RE:
ESlt~TE OF
MARY M. DUNN, a/k/a No. 531 of 1970
<C z MARY M. ~ MORR[S,DUNN,
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HEARING ON AUDIT
i BEFORE: · THE HONORABLE P. VINCENT MARINO, Judg
of the said Court . ti ~
0 APPEARANCES: ~ MciLVAIN£~&8<CARR0LL, ESQS., of Washingto1,
Pa., representing the Accountant. u Q :I ..,
~ or TIME:
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Friday, March 19, 1971, at 10:00 o'clock A.M.,
EST.
It 0 II. Ill « THE COURT: Number 531 of 1970, the estate of Mary M. Dun , ~ :I 0 0
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deceased. The Executrix is Madaline Morris Marshall and the
attorneys are Mcilvaine & Carroll. Mr. Mcilvaine?
MR. MciLVAINE: If the Court please, I have all of the necessary
papers. The Executrix is the only child of the testatrix by a prio
marriage. There is a husband, Winston A. Dunn, who is the sur-
viving spouse. He has so far made no claim to take against the wi 1.
The will left ·everything to the daughter. We have given the Court
the information in the Audit Petition showing that he has not taken
--------------
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but if he should take against the will, we would then want to charg
him with the funeral expenses and certain hos pita! and doctor bills.
But at the present time the daughter is assuming those obligations
sine e he hasn't taken against the will.
THE COURT: Are there any claims?
MR. MciLVAINE: No other claims that I know of.
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~ THE COURT: Is there anyone else in Court interested in this
~ U) z decedent's estate? z Ill IL
i ( NO RESPONSE ) e ~ z ~ THE COURT: The audit of this account is ordered closed by
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( AUDIT CLOSED )
~ f I hereby certify that the Pl~oeecding~ and evidence are
Ill II:
§ conta :tneu fully and accurately in tLte notes ta!ien by me on the hearin,:I of
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~the above cauoe, nnd th~t taio copy in a ~orrect tranocript o1 the sam~.
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The foregoin!J r(;!cord o· be proccedinas upon the hearinj
of the above cause is hereby o.pproved and directed to be filed.
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ESTATE OF No. 63-70-531
Mary M. Dwm a/k/a
Mary M. Morris Dunn,
deceased
lnthemotterofthe First and Final
Account of Madeline Morris Marshall
Executrix
ADJUDICATION AND DECREE
And now July / L , 19_11_, this matter came on for hearing,
auditond distribution at this session and testimon)/token; and thereupon, upon due consideration
thereof t~boLCU"Ice for distribution in :the hands of the Accountant is determined to be
$ :Z,tl_1}.6c 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 part hereof, unless exceptions hereto be filed
sec. reg. or on appeal be taken herefrom sec. leg.
SCHEDULE OF DISTRIBUTION
Balance per account __________________ _ $7,873.62
Balance'----------------------$7.873.62
21.50
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Deduct Clerk's Costs & Receipl01>-------------$7.~85 .12 I :l . }91/
f&.: I. ~-' 110 ;.J
Attorney ____ M_c.-I....;l-...v.-a"'-'i....;n.-e..__&_C_.a_r_r .... o.-1_1 ________ _
Russell Marino, Agent, transfer inheritance ,/f~~o.e
171.51 i •
$7,680.61
tax, $169.92
Interest frcjm 5/27/71 to 7/23/71 1.59
Madaline Morris Marshall, daughter, residue, 7680.61
N~alance ~ 1 /97/
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Form RCC-33 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE /?., ~ ~ (~ BUREAU OF COUNTY COllECTIONS (/{/~
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RESIDENT DECEDENT COUNTY OF .. .. --~~-~-!=i-~~~::r'9.J:if ....................................... .
IMPORTANT: This return must be completed in detail and filed in duplicate, with will attached, with the
Register of Wills of the County where decedent resided; Return is due within one year after
date of death, unless an extension is granted by the Secretary of Revenue. (Section 703 of
the Inheritance and Estate Tax Act of 1961.)
County of
... ~~~~X!:Y.t.\~.!.~ ............................................. }
WASHINGTON ss: .................................................................................................................
State of ..... .
.................................... ........ w.\P.A:J:,..l:N.~ ..... MQRR.l..S. ...... MAR.S.HALL., ... . Eueutor
of the estate of the above-named decedent being duly sworn, deposeS and sayS
Decedent dJed ................ f..~P~Y..~!:Y.
(Month)
2 7 ............ , 19Z.O. .......... .J testate leaving a last will, copy of which is hereto attached. }
(llay) (Year) l iiH~
otherN:m:t:::i:::r::;r:fse:tttao;;:: ;:} 'I'll()mps()n & --~~il~y, At:t:yS. •. , .. W.ri_yp.g_$.PlJ:J::$, :£>~ ~ ........................ . H ••••
whom all cor respondence should be :Me llva ine and ... Carroll,. Attys ., 33 w .. Beau St .... ,.. H ••••••••••••••••••
mailed. Washington, Pa. 15301
That as such ........ J~;-~~-~.Y.t.Q.t' .............. deponent is familiar with the affairs of said estate and the property con-
<Ex.,r.utor-Administratorl
stituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly
with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent
or deputy, with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
NONE
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 Sc.hedule A attached hereto and made part hereof sets forth fully 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 or 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 tlme of death, whether in decedent's immediate possession, standing to decedent's credit in banks
of dep~,sit, savings banks, trust companies, or other institutions, whether individually, or in trust for
any other person or pe1rsons giving also separately the accrued interest thereon, if any, down to the last
inter~st day prior to decedent's death in the case of savings banks, and to the date of decedent's death
in afl other cases; all bonds, postal savings, treasury certificates or notes and other evidence of in-
debtedness of the United States to the decedent; all obligations, whether by statute or agreement they
I 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-
J tyres, books, works of art, household furniture, horses, carriages, automobiles, boats, and any and all
o,ther personal chattels of whatsoever kind or nature, left bydecedent, together with the fairl-y estimated
market value thereof; all bonds and mortga!!es held by decedent and of all claims due and owing decedent
at the time of death, and all promissory notes or other instruments in writing for the payment or money
of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the face
value and estimated fair market value thereof, and if such estimated fair market value be less than the
face value, it sets forth briefly the reasons for such depreciation as to each item; all moneys payable
to the estate from life insurance polici-es carried by decedent; all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent; and all the corporate stocks and dividends
due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent at the time or death, with the market
value thereof at such time.
In the case of securities of close or family corporations, the values reported are as far as
possible substantiated by financial statements of the corporations, showing the assets and liabilities
thereof as of the date of death. The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business, and in support of the value of such interest there is annexed to
said schedule, financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement, (if oral, a statement setting. forth the nature of the agreement)
together with a statement setting forth the character of the business, its 'location, and such other facts
pertaining to the business as may be pertinent to a fair and just app;aisal of the decedent's int~rest
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 co~y
of the deed, trust agreement or other instrument creating the trust. Ther•~ is also set forth in said
schedule a list of all property, real and personal, with its value, which passes at decedent's death by
virtue of the exercise by decedent, either i.ndividually, or jointly with another, or any power of appoint-
ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another,
with a copy of the instrument creating such power attached to the schedule,
That Schedule 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", "C", "E", and "F" as directed therein,
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this .......... ~ ............ .
: :::-~fc~:~l~-~-~
Washington, Washington County, Pa.
My Commission Expires Feb. 20, 1971
'1~tJJJ.~.i..d~~L .. 71.: .... 1JJ..(f:..~~ .. w •••
(Executor-~)
...... ~.l .... W.9 .. ~h.i.ngtQ!l ..... ?..t:.r.:.~.~ .. t. ........................... M ........ w .. ..
(Street Number)
Belmont Massachusetts 02178 ..................................... ) .............................................................................................. ..
(City or Town and State)
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.
}
. 1 '
RCC-34 ,P-64) . •
COMMONWEAlTH OF PENNSYLVANIA
'DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece-
dent. 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 Commo..,wealth of Pennsylvania should be (1) (2) (3)
described by lot and block number, street and street number, together with DEPARTMENT a general description of the property, with o reference to the record of the ASSESSED VALUE VALUATION
conveyance by which the decedent took title; If a farm state number of a· FOR YEAR OF ESTIMATED CAUTION eras; also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedent. Taxes, assessments, accNed Interest on mortgages, etc.,are DEATH In this space) to be I is ted on Schedule" F" and must not be deducted from this schedule.
N 0 N E
Insert this total opposite "real property", Schedule "A" in the X X X X X NONE
"As Reported" co I umn on the last page of this return.
I
RC.C-35 -.1 •
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent, at the time of his death. Property owned by the decedent jointly with another or ,others
must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but
payable at death to another or others, including but not limited to P.O.D. u. s. Savings Bonds and tenta-
tive trust accounts, must be listed, despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household
goods, and furnishings, books, paintin~ss, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank,
stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or fiduciary in said eapacity, partnership interests, interest in anyundistributed
estate of or income from any property held .tn trust under the will or agreement of another, even though
located outside of the State, at the time of' death, should be listed in this schedule.
Item
NO·
ITEM
List and describe fully
UNIT
VALUE
ESTIMATED
MARKEr VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
1
2
Checking Account -First National Bank '\ Jt'~~ ~J
and Trust Co., Marianna i \. $147.70 / tf 1 ? 0
Savings Account -First National Bank & ) 0'« ,/,,;; )0 .31 f..&, /,
Trust Co., Waynesburg,Pg, 10,376$66 /
Nationwide Ins. Co. -Refund on premium b)(~~ :J ;.s·-. 0 ')
for hospitalization 15.87 ~
3
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return.
X X 10,540.23
RCC-.36
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "C"
T R•\. N S FEllS
( 1) Did decedent, within two years ofdeath, make any transfer of any material part o.f.his estate, without
receiving a valuable and adequate consideration therefor? (Answer yes or no) ~0
(2)
(3)
Did decedent, within two years of death, transfer property from himself to himself and another or
others (including a spouse) in joint ownership? (Answer yes or no) No
If the answer to (l) or (2) above is in the affirmative state:
(a) Age of decedent at time of transfer ----------
(b) State of decedent 1 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 r.o take effect in possession or enjoyment at or after his death?
(Answer yes or no) No
(a) Was there any possibility tbat the property transferred might return to transferer or his
estate or be subject to hts power of disposition? (Answer yes or no) ____ _
(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 val_u_a_b_l_e-an-d-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) No
(b) The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom? (Answer yes or no) No
(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) No
(8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change,
because of a reserved power to alter, amend, or revoke, or which co11ld revert to decedent under terms
of transfer or by operation of law? (Answer yes or no) No
(9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no) -----------
NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property
transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with
relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans-
fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based.
NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E.
ITEM DESCRIPTION
N 0 N E
Insert this total opposite "Transfers", Schedule "C" in the
"As Reported" column on the last page of this return.
MARKET VALUE
(Estimated)
NONE
DEPT. VALUATION
(Dept. Only)
RCC-38
-'
CCMMONWEALTH OF PENNSYLVANIA
THI\N~}~R INHERITANCE TAX
RF.SIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
...
INSTRt'CTIOKS: This schedule must disclose all property, real and personal, owned by the decedent jointly
with another or others, including intangibles, standing in the name of the decedent and others. List
real estate first, as entireties, or joint tenants, giving brief description, as indicated tmder Schedule
"A", plus the date and place of record of instrument effecting vestiture, but do not include entireties
or out of state real estate value in estate valuation column. Personal .property should be listed as in
Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-owners to
the decedent.
Description of Property, Date of Acquisition, Name!
Address and Relationship of Co-Owners, and Place
of Record of Instrument, where Rea~ Estate. !
N 0 N E
unit
Value
percentage
Share
Estate
Valuation
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the "As Reported" column on the last page of this return. NONE
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of
Entire
Property
Value of
Deced,ent' s
Interest
h
• ,>.
·-RGC-37 . (12-63)
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
BENEFICIARIES AND ADDRESSES
State full names and addresses of all who
ave an interest, vested, contingent or other
wise, in estate)
MADALINE MORRIS HARSHALL
51 Washington Street
Belmont, Mass. 02178
WINSTON A. DUNN
R. D. 1f1
Marianna. Pa.
4 • • ...
' ' ' ~
SCHEDULE "D"
BENEFICIARIES
·RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF
illegitimate children DECEDENT OF B~NEFICIARY
are involved, set STATE YES IN ESTATE
forth this fact.) OR NO BIRTH
daughter yes over 21 Entire estate
husband yes over 21 Inchoate right of
curtesy
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
Will
~~& ~ No. -£:3/ Year 1970
DO THE
:\lA TIER OF THE APPRAISEMENT
OF THE
ESTATE OF
MARY M. DUNN, a/k/a
~~¥ l1! r-IQ~~!$ J)UNN
Deceased
Late of West. Bethlehem .To.wn.sh.ip ....
County of . w c:l f)_l:l ii1gt:q t:1
Commonwealth of Pennsylvania ..,
-..J ~ ::0 ~ ,.lo> rn ~1
REPoft.'t ~D APPRAISAL ~~ ~ ; ~ : -·~ r---~
G) ~ : -.. . ) ~ . ~
-! :.;J
C..) 0
-·q .. .,
,... ~ ....... C".> -·-:: j C; :...: ~-
r-
-o r-o c.--::. ::::-(.,'} 01
.~.: .. ~~) ....
(Executor-Administrator
must complete "As
Reported" column #1.)
0 "'I 0 "' "' ~ ~ X ~ 0"' ;-
!:%:! "' ,...
~ ,...
(!)
~~
: t-' : :o:
"' "VI
=+:--:o :. ;N; :w:
~ '"0 !:0 "'I (!) (!) ~ "'I e:.. ::1 "' "' 0
(;' ::1 '"0
"'I e:.. "'I
"' 0
~ "C (!) "'I 0 ~ "C (!) "'I ,...
'<
en c: ~ ~ > ~ wen~-< n n ?"' ?"' ?" n ~ ~ : :: ~ ---
-(/)~~~
~~> z: ... "'
0 : !:0_.._ !j;. (!)-
(I) ~. '"g-
......~ • @-
~ c... ~ ~ Q;
~~-(/)~"""~
\~ :
~:
~·
\~ (:\
:~· ·~
> :r.
t:l r._ 8"t-v .... _
2. ::l r. c..
·~
I'
Form RC C'-10
.. . ' .....
• ' .,,. OFFICE OF THE
I · REGISTER OF WILLS
OF _ _::w..:.;:u_;· ;;...;;H=:l::.:N;;:;.;o;;...;;TO;:....;..;;R:.:...· _ COUNTY
AND AGENT OF THE COMMONWEALTH
~3-7cJ~3l.
STATEMENT OF DEBTS
AND DEDUCTIONS
DATE OF FILING APPRAISEMENT ___.J.uQ;uD~. , __ _..JI..::l9u7'-"J~-DATE OF DEATH __ __..,f.liiliei.Wb:.r..r..wU0&8....,ey.r-.... 2i.L7 ... _..1.JI.9i.L7~0"---._
DATE NO. OF NAME OF. PAYEE REMARKS AMOUNT VOUCHt;lt . '
..
tluc:ul>oi:ii'l1 Ma~·irto R.ett' $1Q Letters Tes tamentarir
Was b. countY RePc)rts .· · Executrix Notice .,., 14
Oha Pub .. Co. Executrix Notice 14
00
00
00
Russell Marino, Reg. Shor-t Cert. 1 00
R.utaa:~ll Marino .. Rea: ... Filina lnventorv 3 00
t.t~1"iA Guidoa Notary Fees 5 00
7/1 ~170 ~tnhY1t A Shrontz Ambulance Service 2(J
113 D/70 Weaver Funeral Home Funeral lapenses 1,32@
9/1 .110 Dr. Leonard O;;Connell Doctor Bill 25
9/1 ./70 ~. lirhiie•s Sons Marker 15j
1/ &/71 . Rus.sell Marino. Agent a/c Trans. lnh • Tax ( 30CJ
... Madaline . Morris Marshall Executrix Commission 543
Tho"son & Bailei Mell.vaine and ca roll . .J Attorneys'· Fee .. 54J
Russell Marino. R.ea. Filing Account u
;
.Total .. 2,98E
~-"''A A-.. C:tl._, ~ /JkA lA~~ ~~ , . . .
!
.. ' . '
'. j
I' '
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF WASHINGTON . SCI: .
. I, MA:QAt.lNB MDUIS ~B.SliA.LL . . H£RESY CERTIFY, THAT. TO THE BE8T OF
MY KNOWLEDGE AND BELIE!', THE FOREGOING IS A JUST AND. TRUE BfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OF
ADMINISTRATION suBMITTED To THE ESTA.TE o.F MABY M DUD u!W' DE ••e ' · . ' HAD· ·M ·~· · 1t . . c ..... ED. All DEDUCTIONS FOR
ONH.ROTAHCE YAX PURPOSES. . • ._y ; ~<.~· 'llt_~u_ (L. O.)
. swo~; ""o•• "','"::_ ':n._ 21 .o•v"" ~~j ~~ 'JJr4.:l1(
· .. ~ry PUblic
Washington, Washington County', Pennsylvania
My Commis$1on ~:pires .. Feb •. 20, ~1271 . ,
00
95
00
70
o01
00
00
00
65
)"--J
.,
:....
... ~ .. .
' -..J ~!: ::"J > rn :::0 c: c.... c.,r; C) ::;::::. --(_{) :_{r: (/) , ..,
IT; :?..: -of .~ .... J '•..) ~~ 1 f'rj
' --J '
-l :;.J --0 ., Cr
'tl _..,..! 5·. ;:---, --_·.:.: 0 --. -' -o I 0 c::l J> (/)
en
"R C C-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
Madaline Morris Marshall
(Executor~)·
IN YOUR REPLY PLEAOE
REFER TO
38-75-4
In Re: Estate of ___ M~a~r::;..r.y~M.:...::._Dun.==n:..;:...._;a....t../.~k..!.../_a _____ _
_____ ___:W.:..::a:..=s:.:.;hi=· .:..:.ngo..t.:::..;o::::n:.:...._ ____ County -File No. 63-70-531
Dear Mrs •. Marshall,
You are hereby notified that the ______ ~o~r~i~g~i~n~a=l _______ __
appraisement in the estate of ______ ~M~a~r~y~D~ununu_ ______________ ___
has been filed in the office of the Register of Wills qf Wasbjng;top
County on February 10 , 19_7!. Said appraisement reflects the
following valuations:
Real Estate ----'----------------
Personal Property ___ ~J~o~,~5~l1~0~23~-----
Transfers __________ ~--~-------
Total-----------~~1~0~,5~4~0~·=23'-----
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 __ ~E~,e=~~~r.:...::u=a~r~y~l~O~,~l~9~7=1 ______ __ Signed ~ k; Raft!
Title ALFRED TOSI, CHIEF APP~IS:
DATE OF DEATH: Eebruary 27, 1970
Note: This is not a bill.
j
r--A-8--ri-C-D-. rl-E---r-F t;-~ -,-.--~-....L _...: ~--_;'
Mary M. Morris Dunn f!C~ p~;· i JO 5202 '
1 ADDRESS R. D. 1 .
Marianna, Pa. 1s-3 J/.!J.-
WlfHQqAWAL
-------=-.------r
~~~~~-4z4:~ ... J50:09
1 -'•9.6r) + JIJN 1 '65
~:> r >.~ -l-
•• w ·--~ J • nrc 1 '(')
1 ~)4.94 ,Jl)N 1 '66
l ·:.; (). ~ t)
·.'/· + JUN 1'67
· 7.46 + DEC 1 '{,7
nrc 9'67
=<r:~.22 + ..J!fN 1 '0El
182.80 tilllf 13'68
1 Y1.98 + NOV 13'68 . .
--~~----. -~ _..;....-··-~--·-· !"
/
't 9 9.48 JUN 1'69
;.o 1. !:&/--20 3.46 O£C · 1'~>9
~?C7.54 + JUN 1'70
JUl 1 0'70
------· / Cashiers check 10 584.20 ~ ,..,....-·---·-·-··----··--·--·-·------.--··· J-' ·--.. 6318 sent to Wash. office
-·--·-----------·-·-·-··-r-
' ~---·------~----·-.----L-.·
--~------·---··--· -.L .•..... ~ --------~---·--.-···----· -:--~·---
., ___ ...,._ _ _._ ~------· --~-~--
----~--------i"'
·----------.--~
----------+-
·-----------+-.
I ~---------._.__.....,_.., ____ t--··-.
~~~~ ... ~t;~.-t.~lo;..:e'"l!l.-:c,.:;.'f.=·---• ..1....,-.-···-···* ......... ·:..~~-.... -
BA,.ANC!
.c9Jt: 8, 70 2.08 ~ 1 8,854.36~
\i 9,00 9.30 *
kJ :l:.~(.-".'1"'~
~~ 9?373.26*
9, 560.72 ~
9,410.72 * --
nn. 9 '-OR 04 Ll .-.. •·. ~ ·-. .... -~
9,?a1.74
9,973.7?•
10,17320--./
1 0,'37 6~66 v
~-"16;584.201
.oo·*· '
MY SIGNATU~E ON THIS CARD.OPPOEITE EACH V.t;1•(" \.,.·. , ·'" l.".tffl~t.!l'•' ·,,,, rnt, ,<, c":;m IS CORREcT
$1GNATURE--~--
F"lflST NATIONAL SANK AND TRUST COMPA~.;y ""~'-~;• SBLJRG, PA.
SCI\N .. OF..<
••• Jo.; j'~t,T. Af>,., F'OR \..,..,-
r
illnntmnttlltralth nf Jruttsyluattitt
I, .................................................... B.g.~-~-~ll .. J1.g.r.l:n.9. ....................................... : ................ Hc·gi-.;ttT fnr tile probate <>f Will~,
and granting lettt'rs of administration within and for '>aid Count~ ~tncl St tct·, dn hereby certif~ that the
n·conl-, of my office show:
'I'hat. .................. MM~Y ... ,M ...... P.mlli ............ ~ . .a ..... J:1AR.Y ... }1 ..... 110.RILI.21 ... .D.UN.N ........ ~ ............................................................. .
of... ..... W.o.s.t ... .Bo.t.bl~hem. ... T.own.s.hi-p in the said C<•ttnty, died on tlw ..... ..27 .......... day of.. ...... F..e.br.uary. .... .
A. D. 19 ... 70 ... testate; that said will was duly probated on tht· ...... 2.l ................. d:ty oL ......... Mai:.... .. ........................ ..
:\. D. 19 ... 7.0 ... and recorded in Will Book No .......... ll.O ........... Page .................... ..
That.. ............................................................ .MADALIN.F. ... ~lO.R.RlS ... MARSUA.LL.
\V ..... ~~ ............ in the said testament named to be Execut r ix thc·J•eof: that letters testamfntary upon tht:
estate of the said ........ HARI ... .MII .... DIJBN ........... aka .......... .MA.R!L .. H ...... MOR.~ilS ... D.UNN.......... . ............................................... ..
.............................................................................. were issued on the .... Z.l ............. rl <t) '' f.. ................ N~.,Y: ........................................... 1970 ..... .
to tlw :-~hm·t nauwd Execu~1X and that 8 he w .. ~~ ................ duly S\\ urn as the law directs. I hneby
cnti f) th.tt t! w :,h.·" appointment is in full force and effect on this clatl'.
-~2
SAVINGS DEPARTMENT
I~ TESTL\10"\.;Y WHF.REOF, I have hereunto
set my hand ancl Al'ixed my official seal at Washington,
Pennsyl\·ania, this.;.~ ... 21 ......... day of.. .......... .Me.J .............................. .
A. D., 19 ..... 1.~ _ ) " . ~-"-· ./~-::.::...~ .... ~~ ... : ... t;"~: ... ..f. ... L;::: ............ ~.(.Zc::~.~.:.:::.:.:-i' -c~'
· Register
____________ PA. ______ 19_
: 1Flllll§'lr :NA TION.AlL 3.ANOC & TJRU§'lr CO.
W A§JHIXNG roN, IP .A.
____________ OFFICE
PAY TO--~----------------------------$ ______ _
~-------------------------------------DOLLARS
ON PRESENTATION OF BOOK NO.~--/) ;'I f II New Balance
I I SIGN HERR 1'-''-ti.Ar tt : .. s
. \ ,
RCC-39,(5-68)
COMMONWEAL,JH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of_..::::D~urm=----=-Ma=ry..J__ ___ --=M=..:!.~-------DATE OF DEATH 2-27-70
(Last Name) (First Name) (lni tial)
REPORT OF INHERITANCE TAX APPRAISER
FILE NO. 63-70-531
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of lrJ'ashington
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".
71
Dated: __ ;..::.2-~2.::.J7'--...!.7id--=------
REPORT OF THE 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 as a deduction.
Dated: _______________________ _
REGISTER OF WILLS
INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
$
10.540 23
$ $ ______ ~--
10.540 23
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
10 Sl...O 2'3
annuities . . . . . . • . . . . . . . . • . . . $--------+--
ESTATE TAX ASSESSMENTS $ _____ ..J,....__
10.540 2'3
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
Taxon$ ______________ -+----
Tax on $ ----------------+------l
Taxon $----------------+--
Taxon$ ___________ -+----
Taxon$ _______________ --+----
Exemptions========l==
Total Estate ____________ -+----
TOTAL TAX
2%
6~
10%
15% •
$ ______ -4---
$ _______ ~---
$-----------~---$ _______ ~---
$ ______________ ~_
$--------------~---
Less tax previously paid $========1==
BALANCE $------+---
Less 5% of tax if paid within
3 months after death $=====~====
Add interest at rate of 6% from
---------to ---------
AMOUNT OF ESTATE TAX ASSESSED $-----+---
Estate tax paid $ _____ ---1---
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
BALANCE DUE $ __________ ~ __ _
Add interest at rate of 6% from
----------~10-------$-------------4---
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
lvlARY 1'-1. DUNN a/k/a .. ·············
Deceased
Late of . WEST BETHLEHEH TI•JP. . ................. .
County of . . . . F~!IINQ'I'ON .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
...,
.•
Fonn R.fC-2
' COMMONWEALTH OF PENNSYLVANIA DATE ............ ¥~~~~Y.~ .. J.::.9.., ...... ~.zn .............
DEPllRTMENT OF 'REVENUE RESIDENT INHERITANCE TAX ............. W.c:t.~J.i.~!,l.g~-~~--·················· COUNTY BUREAU OF COUNTY COLLECTIONS ................
~A~R.ISBURG, PENNA. 17127 APPRAISEMENT FILE NO. . ............ §.2.=7.9.:.:.?..2.~ .......................... ..............
Whereas, ....................................... MARY .... M .•.... D.UN.N ....... .a/k/a ........................................... late of . ................... W¥.$..I ... J3.~TH;r;E..~ .... ~ .. ~ .......................
in the County of ..................................................... :WAS.HJJJG.TON ................................................ Commonwealth of Pennsylvania, having died on
the ........................... 27.th ....................................................... day of ....................... Jf.~P..r.v.~r.Y .......................... 19 .... 7.9., seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ....................... .ALFRED .... T.OSl ........................................................................ , an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix
the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest.
Unit Appraisement Description of Asset Values Made for Inheritance
Tax Purpoaes
$
PERSONAL:
See COE;y: "B" attached to a;e;eraisement 10~540 23
total 10.540 23
.
.
.
'
Having been duly ~worn according t~ law, I do h~reb~r~ifr that the above appraisement is made in con-
formity with Jaw on this ······~······ .. day of .............. ·~····················· .. ;~9 . .2/. ·············· ············· .. a....x...j. ..... . ... I ... TJ.~~ .... -~ . .. , . ~~-··· .... Appra1s~r
......................................................................................................... .................................. ..................... {Numbe~ and Street) ......................... .t~J. ... ~~-· ................................ , Penna .
.. .WASHING. 'rON .................................. . County, 1 .. ' . , . .,. ' ..... ~ J
1;, "~ ' J
~ 'J I I~: I 1 '\
RESIDENT INHERITANCE TAX APPRAISEMENT ! J "' :" • ' 1 ! i)
; f i i \.c
., '1
L I
Estate of Et;;J~~~~: .. ~-:~.\:-:;~+.;~)
HEGi::) It: F. OF \1/LLS
MARY M!! .... P.P..NN..... ......... .. · · ............ jj~~~~;;Jl AS H l ~-j G T 0 i·f C 0.. P !1.
Late of
~®'r. ... :S~'r.~.~ ... TWP.~ ............................. ..
Date of Death, ................. 2~27.':':'.70 ....................................... .
Appraisemel!t Docket Vol., ............. ).$. ................................. .
Page, ............. 7..?..~4 ................... No. .. .. ??..:'79::::?.?.~ .......... .
Filed in Register's Office, ...... E.;.~l:> ....... ~ ....... 19 ... ~. 71
Amount of tax due $ I ························•······•·········••••••••••••••••••••••••••••
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appra.isement, .................................... ..
Appeal, f,.om Appraisement,
Entered and ch(Jrged, 4' '
... ::.·-
C!tnmmnuwtalt4 nf Jtuu.agluauia. r
11!1: lla.a4iugtnu C!tnuutg.
KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid
on the 21st day of May A. D. 19 70, 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
MARY M. DUNN, also known as MARY M. MORRIS DUNN,
late of West Bethlehem Township in the County aforesaid, deceased,
(a true copy whereof is to these presents annexed), was duly admitted to probate; and
MADALINE MORRIS MARSHALL
the ExecuOOii.X in said Will and Testament named, having appeared before me and taken and subscribed
the oath of office pr,escribed by law;
NOW, THEREFORE, I, Russell Marino , Register as aforesaid, do
grant these LETTERS TEST AMENT ARY, unto the said
MAD ALINE MORRIS MARSHALL
committing unto h e r the administration of all and singular the goods and
chattels, rights and credits, which were of said deceased, and requiring h e r
to exhibit a true and perfect inventory thereof into the Register's Office, at Washington, within ninety
days from the date hereof, and to r,ender 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 W ashin~on, this t w e n t y -f i r s t
day of May in ·the year of our Lord one thousand
nine hundred and s e v e n t y.
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\\... ,J FORM NALY No. 112-D WILL l'or Sale by P. 0. Naly Co .. Law Blank Publishers U~ Grant St., l'gh., Po.. 16219
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Jfiant JitU nub IDratatnrnt
I, MARY M. DUNN,
of West Bethlehem Township, , County of Washington,
and State of Pennsylvania, being of sound mind and memory, do hereby make,
publish and declare this to be my Last Will and Testament, in manner and form forlowing, hereby
revoking any wirl or wills heretofore made by me. _
First. I direct that an my just debts and funeral expenses be juny paid and satisfied, as soon
.as conveniently may be, after my decease.
SECOND:-I give, devise and bequeath to my
daughter, Madaline Morris Marshall, all my estate, real, personal or
mixed of whatsoever nature and kind and wheresoever situate. Provided,
however, that should my daughter, Madaline Morris Marshall, predecease
me, then I give, devise and bequeath all of my estate of whatsoever
nature and kind and wheresoever situate, to my grandson, John Fordyce
Marshall.
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~-1 do hereby make, constitute and appoint my daughter, MADALINE MORRIS MARSHALL
to be my execut r ix of this my Last Will and Testamen~ but· if she should predecease
me, then I name, constitute and appoint my grandson, John Fordyce Marshall
to be my Executor.
JJn mitnesz Utbeceof, 1, MARY M. DUNN the Testatrix
above named, ha'l'e hereunto subscribed my name and affi.'Ced my seal, the nineteenth
day of May in the year of our Lord one thou.sand nine hundred and sixty-nine.
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Signed, sealed, published and declared by the above named MARY M. DUNN
, as and for her Last Will and Testament
in the presence of us, who have hereunto subscribed our names at her request as witnesses
thm·eunto, in the presence of said testa.t r ix , and of each other.
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.Affiilanit ®f ifxrrutnr ®r .A~miuistratnr
~tatt nf Jtuunyluauia t
C!tnuuty nf llan4iugtnu J nn:
·p 11. b f th d . d th 't Notary Public . d f 'd ersona y e ore me, e un ers1gne au on y, a ------------------------------------------m an or sa1
County and State, appeared --------------~P.~1IN.~ __ MQ_E.;I{{:_~ ___ :t1ARSHALL _____________ .. who, being duly
sworn accW{tff ~ !a'fJtffl!-t~se~ i~d/~ays that s he is the executor ~K~Jmill:t' of ~he es-
tate of --MARY-·M·:·-·MORRrs-··IJUNN·----------deceased, that the foregom~CW;s -1tut: /~I a
complete inventory and appraisement of the real and personal estate of ... MARY .. M •... .MOfuS .. J;>UNN
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 the decedent's death, based upon a
just appraisement of each item made by the above :B-~med Executor ~
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................ ~~/~ubltc···
Washington, Wash. Count\).. Pa. ADDITIONAL INSTRUCTIONS My Com. Ex . Fe . 20 ~z . . 1. A~ inven~ory must e f~ed WJthin three months after appomtment 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
~ttututnry aub 1\ppraintmtut of the goods and chattels, rights and credits which
MARY M. DUNN, a/kla
were of ··········MARY···M~····MORRIS···DUNN················.late of ... W.~.~-~---~~tb:~.~h.~m. .. .'r9.WP~.l.JJP. ........... .
Washington County, Pa., taken and made in conformity with the above affidavit.
DOLLARS CENTS
PERSONALTY
Checking Account -First National Bank and Trust Co.,
Marianna Office 147 70
Savings Account" -First National Bank and Trust Co.,
Waynesburg, Pa. 10,376 66
Nationwide Ins. Co. -Refund on premium for hospitali-
zation 15 87
Total Personalty ............ 10,540 23
REAL ESTATE
N 0 N E N 0 ~ E
TOTAL ESTATE I ................ n .. o, 54o 23
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Inventory and Appraisement
IN THE EST ATE OF
MARY M. DUNN, a/k/a
MARY-M. MORRIS DUNN, , · ···············:·································d·e·c:·eased········
Filed Jan. 19..?..~ .....
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STATE OF PENNSYLVANIA,
WASHINGTON COUNTY, ~ SS:
The within named Accountan't being duly sworn according to law, deposeS and says that the above account
as stated is true· and correct as__ _______________ f?_h~-------------------verily believe.
Sworn and subscribed before me this·------~---------)
day of _____________________ _!~!?-~~EX ______ ;··---19}_~------~
---, ~-~PiiOiiC: I
Washington, Washington County, Penn'a. /
My Commission Expires Feb. 20, 1971
Warshington County, ss: I do certify that I have given legal notice ·to all persons
concerned of the filing of the within account in the manner
prescribed by Sta·tute and Rule of Court, as evidenced by proofs
thereof filed to No .... Jt:J __ Q_~JL-:J ________________ _
Witness my hand and official ·seal this __ }~---------------
dayaf .. ~6t~~~::
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Register of Wills
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The Court is respectfully requested to determine
proper distribution in this estate.
c~~¥4~
Counsel for Accountant
The First & Final Account of Madaline Morris Marshall,
Executrix of the Estate of MARY M. DUNN, also known as MARY M.
MORRIS DUNN, deceased, late of West Bethlehem Township, Washington
County, Pennsylvania.
The Accountant is charged as follows:
-----·------------------------------------------------------------
To amount of Inventory & Appraisement
To interest on Savings Account -
First National Bank and Trust Co.,
Waynesburg, Pa.
To interest on Time Certificate of Deposit -
First National Bank and Trust Co.,
Washington, Pa.
$10,540.23
207.54
112.50
Total Assets of Estate .......... $10,860.27
Total Credits Claimed
Balance Due Estate ....
2,986.65
7,873.62
7/16/70
7/30/70
9/11/70
9/11/70
1/ 6/71
The Accountant claims credits out of the assets of said
Estate, as follows:
-----~-----------------------------------------------------------
Russell Marino, Reg.
Wash. County Reports
Observer Pub. Co.
Russell Marino, Reg.
Russell Marino, Reg.
Marie Guidos
John H . .Shrontz
Weaver Funeral Home
Dr. Leonard O'Connell
S. White's Sons
Russell Marino, Agent
Madaline Mbrris Marshall
Thompson & Bailey )
Mcilvaine and Carroll )
Russell Marino, Reg.
Letters Testamentary $19.00
Executrix Notice 14.00
Executrix Notice 14.00
Short Certificate 1.00
Filing Inventory 3.00
Notary Fees 5.00
Ambulance Service 20.00
Funeral Expenses 1,328.95
Doctor Bill 25.00
Marker 154.70
a/c Trans. Inh. Tax 300.00
Executrix Commission 543.00
Attorneys' Fee 543.00
Filing Account 16.00
Total ....... 2,986.65
..
.. Observer -Reporter
WASHINGTON, PENNSYLVANIA
PROOF OF PUBLICATION
In compliance with the News.paper Advertising Act of 16 May, 1929,
P. L. 1784, as amended.
Commonwealth of Pennsylvania, County of Washington, SS: ........... .
Personally ap·pear·ed before me, a Notary Public in and for said County
and State, ..... .-R~.~-h.-~_r..4 .... ~.! ... S:.2~~-~----··············· who being duly s•worn
according to law, deposes and says that he is the ... Se.c.r.et.ar.y .............. .
of the Observer Publishing Company, a f'lennsylvania corporation, and its
agent in this behalf; that the said Company is. the owner and publisher of
the Observer-Reporter, succ•essor to The Washington Observer, established
Septembe•r 18, 1871, and The Washington Reporter, established August 15,
1808, a daily news.pape.r of general circulation, printed and published and
having its place of busines•s. at Washington, Washington County, Pennsyl-
vania, where it or its predecessors have been established and published
continuous-ly for more than six months prior to the publication of the notice
hereto attached; th!lit the printed notice or advertisement hereto attached
is a copy of an official advertisement, official notice, legal notice or legal
advertisement, exactly as printed or published in the Ob£•erver-Reporter in
" its regular editions on the following d•ate or dates;
.................... Ma:y_ ___ 2.7..,. .... JMn.e .... 3 .... ~P4 ____ J,.Q_, _____ J,_9..7..9 .................................. .
that neither tb!e affiant nor the Observer Publishing Company is interested
in the subject matter of s•aid notice or advertising and that all of the aUega-
!~~n~·r~!. this affidavit as to the time •... ~Z?L:::z:~.~;;:~
Sworn to and
~\ EXEC~X. NOTICE -
ESTATE Ol<' MARY M. DUNN,
a/k/a MARY tl, MORRIS DUNi~ deceased latl" Qf West Bethlehe 'l Township, W~,o ... C.tington County, ·Va Letters T.e~~montarY upon tl
• above estate ·h""·l~g been grunt to the undersignco,\ all perecins llhl"/
ing claimS · acains_f'. th& er\l'tct ,~~-· • requested to make "!po"·n. •J-.-o :\all\ to the undersignell. "r hio -.tOrllt!Y and all persons i _., 1.--btc~-, • • -t. ,
decedent are reqt¥ <•. •t.· -•' 11~ •:tq .payment to the undt:." . ·,,_, ·ttn•· ''
delay. -I MADALINE MORRIS ."•' ~" •'.uJ/ 51 Washington Street . . !
Belmont, Mass. O:U78
Executrix "THOMPSON & BAil:EY
Waynesburg, Pa . MciLVAINE and CARROLL
! . ~. 1
11 Washington, Pa.
Attorneys . , 'J0125·Wed.·3t
subscribed before me this .. .l.O ... day of.J:Une ..... l97.0. '7#~ct~;;?f!:.~~
WASHINGTON, WJl.SHINGTON COUNTY
MY COMMISSION EXPIRES MAY 6. 197Z
i
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'(dl§~®HII C®lUIII1l!ty R®~®rts .
= 63 :::s:G91=FI=MA IN '5'1"R'E'E1 =
Washington, Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
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 f
STATE OF PENNSYLVANIA ( SS.
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
official legal peri-odical for said Washington County, publis11ed weekly having its
place of business at Washington, Washington County, Pennsylvania, and is act-
ing as its agent in this behalf; that the said WASHINGfON COVNTY
REPORTS was established on March 31, 1920, and was designated as the official
legal publication for Washington County, Pennsylvania, by order of the several
courts of said County, dated November 11, 1920; that the printed notice or adver-
tisement attached hereto is a copy of a notice or advertisement, exactly as printed
or published, which appeared in the said legal periodical in its regular issues on the
following dates:
......... ~~a.y .... 2.8 ....... l9.7.0. ........................................... .
.......... ~~-~-~ .... 1.!. .. J~ .. L.~_?.?.9. ............................... .
Sworn to and subscribed before
.l~~h_/-··day oL ...... JunJe. ....................... , 19£.7.Q •
.... Z!:t.t.d:.<Jr.&.~--~~.ZU~.£.d.~
Notary Public
KATHERINE C. NICHOLAS, Notary Public
Wz.shi~gtan, Washington Co., Pa.
My Commis~Jon Expires
November 1, 1973
Estate Notices
The Register of Wills has granted letters,
testamentary or of administration, 'in thi!
following estates. Notice is hereby given
to all persons indebted thereto to make
payment without delay and to those hav-
ing claims or demands to present them
for settlement to the Executors or Admin-
istrators or their Attorneys .
• • • • • • • • • • • • • • • • •
DUNN, MARY M., a/k/a MARY M. MORRIS DUNN, Dec'd.
Late of West Bethlehem Township, Washington County, Penna.
Executrix: Madaline Morris Marshall, 51 Washington St., Belmont, Mass. 02178
Attorneys: Thompson & Bailey, Way-
nesburg, Pa.; Mcilvaine & Carroll, Washington, Pa.
~