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Home My WebLink AboutOC1970-0974 - ESTATE OF DUNNPETITION -'SUR 'AUDIT.' IN THE ORPHANS'COURT OF WASHINGTON COUNTY ,~:. ....--------------------------------------------------,,.--, T"ta\.FO,m,.J Estate of y.Q.§~J~R.J~lJ:~----._..---.__No._R~::::z_Q~9_7.~__..__._..___._._""_" Fiduciary ..Y:Q~_..:~u_c~.~Q.~____._ Deceased Date of Date of Decedent's death ~~.P..:t:-.~!!l.~~.J;??.'}._~}.9 .Grant of Le'tters__.._.9.~.t.Ql;>.~;r;__.Q.l .:L_9.:Z_Q _- _-._--.. This is the _:.-¥Jf.~r;.~~?_.,.J;i,.X!~J account filed in this estate If there have been former accounts filed in this estate,list file number or number and term.....~~~_l?....._..._.__.... Election to take Date Election Under or Against will.(cross out oneNot applicable Filed Place of; ..._ _ _..__.__._...Record ::___..__. Name of surviving spouse _____._l'Slone.._..__:_.___._. List issue,where material:,, None"i Did deceden~marry after e~:cution:of.w~ll~(indLcate):~..No.Any children born after execution of will?(indicate) Yes.No.'If ariswer yes,name them..~·._:_:.::~~:NQ _____. .__.._._.. . \.........--_---_-.-__.._---_--.-------.-----_..------_.--..---_.._---------._--------_.._--.--_.-----------.-----------__._.__----__-----------.-._.--------- Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris ~ALVATION ARMY --washington Co. RICAN CANCER SOCIETY --Wash. SONIC HOME AMERICAN RED CROSS --Wash.Co. /ST.DAVID'S EPISCOPAL CHURCH /MT.LEBANON CEMETARY MYRTLE ELCESSOR JOHN REDEKER r- JOHN and MARGARET C.RICHARDSON HILDRENS HOSPITAL OF PITTSBURGH Co. Friend Friend Friends $5,OO~·~9 5,000.00 5,000.00 5,000.00 2,000.00 200.00 1,000.00 1,000.00 1,000.00 Residuary Estate .List,if exceptions to above:Adeemed:Revoked:Lapsed:--:--:Abated:Give Cause: If partial intestacy,give facts: \ Not applicable 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.No. If any exception give cause:_._NQue.. Fi Ie copy of Notice and date of mailing F.eb.r:uary...l,19.7.2 aud..Max:ch..~.,J.~.7)_ . copy was mailed to R.Marino, Register of Wills on February Is estate subject to the filing of a Federol Estate Tax Return?.x~§.:~~.~..}.?}.?.:. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $N.one . If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . ...................................................NQ:t g.p.P.l..i~.g,b.l..~. Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they.are admitted to be correct;and whether the claim is denied. Doctors Weimer,Znoy and Zehel have billed the estate $600.00 for medical services allegedly rendered the decedent.This claim is denied because the executor and counsel for the estate believe that Medicare has reimbursed the physicians.Oral and written attempts to verify the status of the account have proved fruitless.Petitioner respectfully requests the Court to deny the aforesaid claim.Proof of notice of the audit date and denial of claim is attached hereto_and was mailed to the doctors'office at 20 Cedar Boulevard,Pittsburgh,Pennsylvania 15228. Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication;and a statement of any other facts deemed necessary for the preparation of the adjudication: \ None -",.........-~------:-..t.,.-.'.__.......__-._...~,0,#_" Balance for distribution per account, Itemize any additional ~~.not shown by account:,credlts 3/1/72 Mellon Bank Account interest $667.44 3/1/72 Union Ba~Aqcount interest $782.37, $.9.1+.7.1.9 9.Q . $......1.,.44.9...81...........93,169.71 $23.00 2.00 7.50 creditsI ,Jotal ,additional ~~(1ft~its 'Itemize any additional ~~not shown by account: 2/1/72 Reg.ofr~ills --account filing fee 2/1/72 Reg.of Wills --Short certificates 2/14/72 Reg.of Wills --Certified copy of will Total additional ~(Subtract) Debits Balance for distribution $.~.4.~.Q . $.9.3.,.13.7 .2.1 . If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Not applicable I' I ", .' .." If F 'I E .I'd b P ... I f R d'Not an p1icab1eamiyxemptloncalmeyetltlon,give pace 0 ecor ~l:. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:....N.Qt...ap.plic.ab.J.e.......... List any advancement or distribution on account that has been made,and nature and amount of same: $1,000.00 $1,000.00 $1,000.00 12/2/71 12/2/71 12/2/71 Myrtle E1cessor John Redeker John M.and Margaret C.Richardson See attached Receipts 5,000.00 5,000.00 5,000.00 5,000.00 2,000.00 200.00 60,937.21 $83,137.21 10,000.00 $93,137.21 * 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: 1.Salvation Army of Washington County $ ~.American Cancer Society of Washington County 3.Ma·sonic Home 4.American Red Cross of Washington County I ~; 5.St.David I s',Episcopa1 Church 6.Mt.Lebanon Cemetary 7.Children's ~ospita1 of Pittsburgh *Residuary Beneficiary 8.Petitioner requests the Court to suspend distribution of $10,000.00 for a period of six months because of possible Internal Revenue Service claims against decedent for personal income taxes for years prior to decedent's death.·After suspension is lifted,the balance to Children's Hospital. COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly__..~__...__.doth depose and say that the facts set forth in the foregoing petition are true to the.best oL.k knowledge and belief. ....~.~.......__.to and subscribed before me this_(f~day~~T-.l9_a_- S.ignature of Officer.e:LLt.a&2tLe.4.~~ -MAE HERCEG t1TitleofOfficer-Noi:'alYi'lItHc;.Wastring1oll;.WasltlngtgA-CO . My Commission Expires July 14.1975 Office expires :,. And your petitioner will ever pray,etc. ._-~_.. ._~.. RL;~." or -.."(.)~\I\',,''~I 0~'"./.'~"~.IS'L'.\' ';' 4 .,Ir,If"f,I I ,~""\ r No..6.3.::.7.0.7.9.1.4 . Estate of ~9..~.'?p.hnurm -..-_._-.----. :> Deceased Fiduciary J9.bn RiJ;:;h9:;J;;'.Qg.QD · ,J '} ,-'IIc_/lAY t .. r \ ;1 plo{II .1/0 n~1"J .-' -:-'..,'O- ............ 2 n:J-..:',... <"'- .' -__-..---.------_--_._-_..------_:.}:.--___.---_. PETITION SUR AUDIT FROM WHERE·DECEDENT LEFT A WILL, ~Er:I...~'~;",(;I~\','iL.LS V/I~S;!Ii~.:'Tr,!.f ~"0.,Pt~. ./.J .-4 .1 Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:pa rag raph boc;and 'divisions thereof:showh on pages 23-24.I ./ 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate oflieJqs in case -any of the funds for distribution are from judicial sale of real estate. 9.Signed and'item'ized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. ·····Gu·stave·h··i)Iamoii.-d:···E·E;a·~·B·-Ati~~~--· 3.lJ Was 1.ng~2L-rust:u1..LQ1.ng Washington,Penna.15301 GOOPER,SGHWARTZ,DIAMOND &REIGH ATTORNEYS AT LAW SUITE 313 WASHINGTON TRUST BUILDING WASHINGTON.PA.15301 ALEXANDER COOPER MELVIN SCHWARTZ GUSTAVE:DIAMOND SAMUEL.J.REICH SEYMOUR H.BRAUN JOS3P1:l c.':.fE:G:.zn,~.D. JOSePH M.ZNOY,M.D. t'?ENO:JLL E.ZB1-lEL,i~.D. 20 C~dar BoulevQrd Pittoburgh,PGnnoylv~nia AREA CODE 412 225-6164 343-8999 ~:rch l~,1:-12 15220 PITTSBURGH OFFICE: SUITE 1331 FRICK BUILDING piTTSBURGH.PA.15219 AREA CODE 412 26/-6511 Ro:Eo~uto of Josoph Dunn Dear Physicians: Pl~uDC bo uuvisod that tho cbovo captioned OO~U~~ vli11 be called for audit on r.iarch 21,1.,72,at 10,00 o'<:loc:'~A....~", b~for~the Honorable Judea P.Vincont i:arino in the Hashill9'~on Cou.nty Courthouoo,l!ilshin~r~on,Pennol'.vania...\\:that time,I 'Will oo},the Court to G.icmicD :our ~600.00 claim for medical servico;] ogainot the decedent ao I uosumo that .-ou woro reimbursed by iiicdiauro. If you ~ioh to object to ~1Q dismissal of your claim; you or your repro~ontative must appo~r in peroon at the estate aUdit. at the above time cnd plnco and make tibl~ly objections thereto, oth3rwise you will be forover bar~oa ~Z~as&~rting your claim against thG ostato or tho executor. Sincorely, GUSTAVE OIiU101lID SH9:GD/clu SPECIAL DELIVERY CERTIFIED ~IL --nETUlUl RECEIPT REQUESTED u COOPER,SCHWARTZ,DIAMOND &REICH ATTORNEYS AT LAW SUITE 313 WASHINGTON TRUST BUILDING WASHINGTON.PA.15301 ALEXANDER COOPER MELVIN SCHWARTZ GUSTAVE DIAMOND SAMUEL J.REICH SEYMOUR H.BRAUN AREA CODE 412 225-6164 343-6999 February 1,1972 PITTSBURGH OFFICE: SUITE 1331 FRICK BUILDING PITTSBURGH.PA.15219 AREA CODE 412 261-6511 SALVATION ARMY OF t4JASHINGTON COUNTY 65 E.Beau Street Washington,Pennsylvania 15301 Re:Estate of Joseph Dunn,Deceased 63-70-974 Gentlemen: Please be advised that John Richardson,Executor of the above captioned estate has filed his First and Final Account in the orphans'Court Division of Washington County,Pennsylvania. This account will bo called for Audit during the week of March 20, 1972.You will be notified later by letter from this office of the exact Audit date. If you have any exceptions or objections to the account,said exceptions or objections must be filed within 30 days from the date hereof.On the date of the Audit,Salvation Army may be represented by counselor a representative if there is an exception or objection claim against the estate. Sincerely, DIAf!'.oND :lECE[PT Received the numbered ai'ticle described below. R£GISTERED NO.SIGNATURE OR NAME OF AOD·=:RE=SS::::EE~("M'u---:-st-IJ'!w-IJJ-s'be"""'ji=!!'-'ed;-:in""7)-.- ----------i CERTIFIED NO. 2~./c"£-Y',r SI.9~AIUjEOF ADD~ESSkE'S AG~AtlY --~ INSURED NO.;;<'/'-L ~'1\'"~~ .------..L----'-__~~~·~t"7'_t;7V~ DATE DELIVERED :SHOW WHERE DELIVERED'(onlj if requested) ~r;B 3 1972 --------=--- -~-----------~_.--- " ·..... GOOPER,SGHWARTZ,DIAMOND &REIGH ATTORNEYS AT LAW SUITE 313 WASH I NGTON TRUST SUI LDING WASHINGTON.PA.15301 ALEXANDER COOPER MELVIN SCHWARTZ GUSTAVE DIAMOND SAMUEL J.REICH SEYMOUR H.BRAUN AREA CODE 412 225-6164 343-8999 February 1,1972 PITTSBURGH OFFICE: SUITE 1331 FRICK BUILDING PITTSBURGH.PA.15219 AREA CODE 412 261-6511 ST.DAVID·S EPISCOPAL CHURCH McMurray Road Venetia,Pennsylvania 15367 Re:Estate of Joseph Dunn,Deceased 63-70-974 Gentlemen: Please be advised that John Richardson,Executor of the above c.aptioned estate has filed his First and Final Account in the Orphans'Court Division of Washington County,Pennsylvania. ~his account will be called for Audit during the week of March 20, 1972.You will be notified later by letter from this office of the exact Audit date. If you have any exceptions or objections to the account, said exceptions or objections must be filed within 30 days from the date hereof.On the date of the Audit,the st.David's Episcopal Church may be represented by counselor a representative if there is an exception or objection claim against the estate. Sincerely,-.. PLEASE FURNISH SERVICE(S)INDICATED BY CHECKED BLOCK(S). REQUIRED FEE(S)PAID. O Show to whom, date and address 0 Deliver ONLY where delivered to addressee VE DIAl40ND SIGNATURE Of ADDRESSEE'S AGENT,If ANY rt[C~IPT Received the numbered article described below. REGISTERED NO.SIGNATURE OR NAMEOf AiiDRESSEECMust always bl jiU,d in)gD CD ....L/~-,,-:_/::'-C'-=-L-~__-l ® INSURED NO.~.#--------7¥-----L~~.-4'~k'2b yt$~DATE DELIVERED SHOW WHERE DELIVER-rolmly if fUJulJteJ)U d--J-~_~_~_~-H'-71""~"-_1l_3_47_.'~'•=-_,~j _____________-===...,...----,..l(j --------------------------------- v 0','"'~..~r,~'~." COOPER,SCHWARTZ,DIAMOND &REICH ATTORNEYS AT LAW SUITE 313 WASHINGTON TRUST BUILDING WASHINGTON,PA.15301 ALEXANDER COOPER MELVIN SCHWARTZ GUSTAVE DIAMOND SAMUEL J.REICI-j SEYMOUR H.BRAUN AREA CODE 412 225-6164 343-8999 February 1,1~72 PITTSBURGH OFFICE: SUITE 1331 FRICK BUILDING PITTSBURGH.PA,15219 AREA CODE 412 261-6511 ~' AMERICAN RED CROSS OF WASHINGTON COUm'!'Y 58 E.Cherry Street Washington,Pennsylvania 15301 Re:Estate of Joseph Dunn,Deceased 63-70-974 G3ntlemen: Please b3 advised that John Richardson,Executor of the above captioned estate has filed his First and Final Account in the Orphans'Court Division of Washington County,Pennsylvania. This account will D3 callGd for Audit during the week of .March 20, 1972.You will be notified later by letter from this office of the exact Audit date. If you have any exceptions or objections to tho account,said exceptions or objections must be filed within 30 days from the date hereof.On the date of the Audit,the American Red Cross may be represented by counselor a representative if there is an exception or objection claim against the estate. Sinceroly, PLEASE FURNISH SERVICE(S)INDICATED BY CHECKED BlOCK(S). REQUIRED FEE(S)PAID. O Show to whom,date and address 0 Deliver ONLY where delivered to addressee DIAMOND DATE DELIVERED REGISTERED NO: RI:::CEIPT Received tile numbered article described belOJ"~. ,-'SiGNATUREORN-Ar.;EOF AODRESSEE (Mus-ta-;-lw-ay-s~be---Ofilledin) -CE-RT-IF-IE-D-N-O.------i'1 CD ,,'...(--<._L -f___!~)\,..' 7 /('LLY--<.Z j ®SI~NfI!JRE OF ADDRESSEE'S AGENT,IF ANY INSURED NO. c55-10-71548-n 347-198 GPO ·\,.,.' ,,--,",", COOPER,SCHWARTZ,DIAMOND &REICH ATTORNEYS AT LAW SUITE 313 WASHINGTON TRUST BUILDING WASHINGTON,PA.15301 ALEXANDER COOPER MELVIN SCHWARTZ GUSTAVE DIAMOND SAMUEL .),REICH SEYMOUR H,BRAUN AREA CODE 412 225-6164 343-6999 February 1,1972 PITTSBURGH OFFICE: SUITE 1331 FRICK BUILDING PITTSBURGH,PA,15219 AREA CODE 412 261-6511 AMERICAN CANCER SOCIETY OF WASHINGTON COUNTY 141 South College Street Washington,Pennsylvania 15301 Re:Estate of Joseph Dunn,Deceased 63...70-Y74 Gentlemen: Please be advised that John Richardson,Executor of the above captioned estate has filed his First and Final Account in the Orphans'Court Division of Washington County,Pennsylv.ania. This account will be called for Audit durilg the week of March 20, 1972.You will be notified later by letter from this office of the exact Audit date. If you have any exceptions or objections to the account,said e::cceptions or objections must be filed within 30 days from the date heroof.On the date of the Audit,the American Cancer Society may be represented by counselor a representative if there is an exception or objection claim against the estate. Sincerely, PLEASE FURNISH SERVICE(S)INDICATED BY CHECKED BLOCK(S). REQUIRED FEE(S)PAID. D Show to whom,date and address D Deliver ONLYwheredeliveredtoaddressee REGISTERED NO. CERTIFIED NO. 7/cJ/7/ INSURED NO. , AMOND DATE DELIVERED 065-16-71648-11 347-198 GPO GOOPER,SGHWARTZ,DIAMOND &REIGH ATTORNEYS AT LAW SUITE 313 WASHINGTON TRUST BUILDING WASHINGTON.PA.15301 ALEXANDER COOPER MELVIN SCHWARTZ GUSTAVE DIAMOND SAMUEL oJ.REICH SEYMOUR H.BRAUN AREA CODE 412 225-6164 343-6999 February 1,1972 PITTSBURGH OFFICE: SUITE 1331 FRICK BUILDING PITTSBURGH.PA.15219 AREA CODE 412 261-6511 HAROLD li.LUEBS,ADMINISTRATOR Children's Hospital 125 De Sota street Pittsburgh,Pennsylvania 15213 Re:Estate of Joseph Dunn,Deceased 63-70-97~ Dear Mr.Luebs: Please be advised that John Richardson,Executor of the above captioned estate has filed his First and Final Account in the Orphans'Court Division of Washington County,Pennsylvania. This account will be called for Audit during the week of March 20, 1972.You will be notified later by letter from this office of tho exact audit date. If you have any exceptions or objections to the account,said exceptions or objections must be filed within 30 days from the date hereof.On the date of the Audit,you may appear on behalf of the Children's Hospital if you have any exception or objection claim against the estate. PLEASE FURNISH SERVICE(S)INDICATED BY CHECKED BLOCK(S). REQUIRED FEE(S)PAID. O Show to whom,date and address 0 Deliver ONLY lOND where delivered to addressee ct~'~SHOW WHERE DELIVERED (only if requeited) REClElPT P.eccive,~the numbered article described below.-.._--------~--- REGISTERED ND,SIGNATUREOR NAME OFADDRESSEE(Muit alwaJ!be filled i~ I 'C~L ~/)j -!f""-0'W r~.....Of/1-c--vrV'-~/"- ®SIGNATURE OF ADDRESSEE'S AGENT,IF ANY CERTIFIED NO. _\~:9J /// INSJRED NO. DATE DELIVERED FEr-)?';072 c55-16-71648-11 347-198 GPO--~-----------~--- ",". COOPER,SCHWARTZ,DIAMOND &REICH ATTORNEYS AT LAW SUITE 313 WASHINGTON TRUST BUILDING WASHINGTON.PA.13301 ALEXANDER COOF'ER MELVIN SCHWARTZ GUSTAVE DIAMOND SAMUEL J.REICH SEYMOUR H.BRAUN AREA CODE 412 225-6164 343-8999 February 1,1~72 F'ITTSBURGH O ••ICE: SUITE 1331 .RICK BUILDING F'ITT5BURGH.PA.IS219 AREA CODE 412 261-6511 JOHN K.YOUNG,ESQUIRE 13th Floor 21 south 12th street Philadelphia,Pennsylvania 19107 Re:Estate of Joseph Dunn,Deceased 63-70-974- Dear Mr.Young: Please be advised that John Richardson,Exocutor of the above captioned estate has filed his Firs~and Pinal Account in the Orphans'Court Division of Washington County,Pennsylvania. This account will be called for Audit during the week of March 20, 1~72.You will bo notified later by letter from this office of ~lO exact audi~date. If you hnve any exceptions or objections to the account,said oxceptions or objections must be filed within 30 days from the date her~of.On ~ha date of the Audit,you may appear on behalf of the Masonic Home if you have any exception.or objoction claim against the Gstate. y, PLEASE FURNISH SERVICE(S)INDICATED BY CHECKED BLOCK(S). REQUIRED FEE(S)PAID. rl.Sh()Wt..O v:hom,qate and address,0 Deliyer ONLYL.:.d where..deh\7erea to addressee DIAMOND c55-16-71548-lt 347-19&GPO DATE DELIVERED CERTIFIED NO. 'fC/z/Z" INSURED NO. ...'iifEC:EIPT'~ Recei'v€it'·the numbered-'fJrticll!Hescribed below. \.•Rf.GlSTE--Ri~D'''''':N-p.-~-,----'''SHHIATU ORtW,1E Of ADDRESSEE (M-uJ-t-al"-w-aY-J-=-be--:ji=lle--:d''''in')- '.-JLJr~~~ SIGNAfURE OF ADDRESSEE'S AGENTJ::(-'::'-I -i'E /1 !O.;;r~'-'I _ SHOW WHERE DELIVERED (only if requeJted) --~~--~.---"'-----.-.--- COOPER,SCHWARTZ,DIAMOND &REICH ATTORNEYS AT LAW SUITE 313 WASHINGTON TRUST BUILDING WASHINGTON,PA.15301 ALEXANDER COOPER MELVIN SCHWARTZ GUSTAVE DIAMOND SAMUEL.),REICH SEYMOUR H,BRAUN L·..:r •LEBA1S!O~1 CEt·1ETERY CO. 50~:lashin9ton Road Pittsburgh,Pennaylvania AREA CODE 412 22S-6164 343-8999 February ~,1~72 15228 PITTSBURGH OFFICE:' SUITE 1331 FRICK BUILDING PITTSBURGH,PA.IS219 AREA CODE 412 261-6SI1 Re:Es~ata of Joseph Dunn,D3ceased 63-70-...,74 Gentlemen: Ploase be advised that John Richardson,Exocu~or of tho above captioned eatate has filod his First.and Final Accourtt in tho Orphans'Court Divi~ion of Waohingt.on Count.y,Pennsylvania. This account will be ca'.lcd for Audi't during the w~ek of l:urc:l 20, 1~72.You will be notified later by letter from this office 0:the exact Audit da~a. If you have any exceptions or objections to th~ account,said excaptions or objections must b3 filed within 30 days from the date hereof.On the date of the Audit,the Mt.Lobanon Cemetery Co.may ba reproGonted by counsi or a representative ir there is an exception or objection claim against the estato. s~ngerely, PLEASE FURNISH SERVtCE(S)INDICATED BY CHECKED BLOCK(S). REQUIRED FEE(S)PAID. O Show to whom.date and address 0 Deliver ONLY where delivered to addressee DIAMOND REC:EiPT Received the numbered article described below. IlEGISTEREDNO:-------'O-SIGN-ATUREOR-NAMEOF ADDRESSEE (Must always be fi7li'[~ -----]1CO >Jet·-t-t-.~'-u;Z;;< ®SIGNATUREOF AobRESSEE'S AGENT,IF ANY •-7--.L-L~'--'-"'-"'---l /j -'"{/ f'1(/"J..,/?.,;7/I ~,.--..-0 ~..... -DA-T-ED-E-LIV-E-RE-D--------7if'-:S:;-H·OW~H-ERE DELIVERED (only if r uestea) @, c:SS-1G-71S4S-11 347-198 GPC) \ \\., --------".------------------------------- ALEXANDER COOPER MELVIN SCHWARTZ GUSTAVE DIAMOND SAMUEL.J.REICH SEYMOUR H.BRAUN COOPER,SCHWARTZ,DIAMOND &REICH ATTORNEYS AT LAW SUITE 313 WASHINGTON TRUST BUILDING WASHINGTON,PA.15301 AREA CODE 412 225-6164 343-8999 l~rch 9,1)72 PITTSBURGH OFFICE: SUITE 1331 FRICK BUILDING PITTSBURGH.PA.15219 AREA CODE 412 261-6511 SALVNl'ION A&"iY 011'~11\BfII~"G'iON COt1m'l'Y 65 E.Beau Street l1aahington,Ponnoylvunio 15301 Ro:Es~~Co of Joseph D~nn,DocGnsed 63-70-974 ~'3nt:.lamen: Ploaso bo advioed that \:ho above estate has beon callod for audit bo£oro tho Court on ~osdQY,~arch 21,1972,~~ 10:00 0 I clock A.t~.You muy beraproaon'l:.od by counsel if you so desiro. Youro truly, SHB:GD/clu ..\'.l ,/ COOPER,SCHWARTZ,DIAMOND &REICH ATTORNEYS AT LAW SUITE 313 WASHINGTON TRUST BUILDING WASHINGTON,PA.15301 ALEXANDER COOPER MELVIN SCHWARTZ GUSTAVE DIAMOND SAMUEL J.REICH SEYMOUR H.BRAUN AREA CODE 412 22S-E;'E;4 343-8999 March ';1,1;)72 PITTSBURGH OF'FICE: SUITE 1331 FRICK BUILDING PITTSBURGH.PA.15219 AREA CODE 412 261-6511 S~.DAVID'S EPISC02AL CL~CH McX·lurray Road Vene~ia,Pennsylvania 15367 Re.Eo~te of Joseph Dunn,Deceased 63-70"974, Gentlemen: Please be advised that the above estata has beQn called for audit beforo tho Court on TUesday,warch 21,1~72,a~ 10:00 0'clock A.I1.Yuumuy be repref.'lon~ed by coun.sel if you so dosire. Youra truly, GUS'l'AVE DIAMOIm GD/clu / ALEXANDER COOPER MELVIN SCHWARTZ GUSTAVE DIAMOND SAMUEL J.REICH SEYMOUR H.BRAUN COOPER,SCHWARTZ,DIAMOND &REICH ATTORNEYS AT LAW SUITE 313 WASHINGTON TRUST BUILDING WASHINGTON,PA.15301 AREA CODE 412 225-6164 343-8999 March Y,1972 PITTSBURGH OFFICE: SUITE 1331 FRICK BUILDING PITTSBURGH.PA.15219 AREA CODE 412 261-6511 Al-1ERICAN RED CROSS OF WASHINGTON COUN'l'Y 58 E.Cherry Street Washington,Pennsylvania 15301 Re:Estate of Joseph Dunn,Deceased 63-70-97~ Gentlemena PleasG be advised that the above estate has been called for audit boforo tho Court on Tuesday,March 21,1~72,u~ 10;00 o'clock A.M.You may be represonted by counsel if you so desire. Yours truly, GUSTAVE DIAr·1OND GD/clu ------------------------------_..-- GOOPER,SGHWARTZ,DIAMOND &REIGH ATTORNEYS AT LAW SUITE 313 WASHINGTON TRUST BUILDING WASHINGTON,PA.15301 ALEXANDER COOPER MELVIN SCHWARTZ GUSTAVE DIAMOND SAMUEL J.REICH SEYMOUR H.BRAUN AREA CODE 412 225-6164 343-8999 t~larch ~,1~72 PITTSBURGH OFFICE: SUITE 1331 FRICK BUILDING PITTSBURGH.PA.15219 AREA CODE 412 261-6511 ~"aRIClU'J CANCER SOCII:~017 WASHINGTON Cotm'lY 141 South College Street Washington,Pennsylvani~15301 Re:Esta~of Josoph Dunn,Doceased 63-70'~97~ Qsntlomen: Ploase bo advisod that tho above estate hao boen cnllod for audi~bofore tho Court on ~asdaYI ~arch 21,1)72,aC 10:00 o'clock A.M.You mcy be repreGGn~cd by counsel if you so desiro. Yours truly, GUS'CAVE DIAl40ND SWhGD/clu '\ .\.'\ ..,.~..''''\.'-._'\t/ ( GOOPER,SGHWARTZ,DIAMOND &REIGH J / ALEXANDER COOPER MELVIN SCHWARTZ GUSTAVE DIAMOND SAMUEL J.REICH SEYMOUR H,BRAUN ATTORNEYS AT LAW SUITE 313 WASHINGTON TRUST BUILDING WASHINGTON,PA.15301 AREA CODE 412 225-6164 343-8999 l*1arch ~,1)72 I PITTSBURGH OFFICE: SUITE 1331 FRICK BUILDING PITTSBURGH.PA.15219 AREA CODE 412 261-6511 Ei\ROLD t:.WEBS,AQ~lINX:"T.AATOR.'"'- Childron's Hospit~l '~/ 125 Do Soto Street Pittsburgh,Ponnsylvania 15213 Ro:Escato of Joseph Dunn,DecG&sed 63....70-~7~ Dear Mr.Luebs: Planoo bo advised that the above estate has boon called for audit before tho Court on ~~Gsday,Uarch 21,1~72,~~ 10:00 o'clock A.M.You mQY appoar on bohalf of the ChildrQn10 ~ospttal if you so dosiro. Yours truly, GUSTAVE D:LA1~OND SBB:GD/c1u • COOPER,SCHWARTZ,DIAMOND &REICH ATTORNEYS AT LAW SUITE 313 WASHINGTON TRUST BUILDING WASHINGTON,PA.15301 ALEXANDER COOPER MELVIN SCHWARTZ GUSTAVE DIAMOND SAMUEL.J.REICH SEYMOUR H.BRAUN AREA CODE 412 225-6164 343-8999 l~arch 9,1~72 PITTSBURGH OFFIC.E: SUITE 1331 FRICK BUILDING PITTSBURGH.PA.15219 AREA CODE 412 261-6511 JOm!1<.YOUJfG,ESQUZRE 13th I:'loor 21 South 12~1 Stroot Philadelphi~,Pennsylvania 19107 RiJ:Bstate of Joseph Dunn,Docoased 63-70-97~ Dear Mr.Young: Please bo advised that tho abovQ Gstate has bGen called for audit boforc tho Court on TUesday,March 21,1972,at 10:00 o'clock A.M.~ou m~y appear on bohalf of the Masonic H~e if you so desire. Yours '\;ruly, SJS~;\VE DIAMOND SHB:GD/clu • • GOOPER,SGHWARTZ,DIAMOND &REIGH ATTORNEYS AT LAW SUITE 313 WASHINGTON TRUST BUILDING WASHINGTON,PA.15301 ALEXANDER COOPER MELVIN SCHWARTZ GUSTAVE DIAMOND SAMUEL,J.REICH SEYMOUR H.BRAUN AREA CODE 412 225-6164 343-8999 I·.arch 9,lS72 PITTSBURGH OFF"ICE: SUITE 1331 FRICK BUILDING PITTSBURGH.PA.15219 AREA CODE 412 261-6511 KT.LEBAMON CEt~T&'U!'co. 50~·r7aahington Road Pit~cburgh,P£nnsy1v~nia 15228 Ro:Est&~o of Josoph Dunn,DoeeQocd G3ntlanen: Pleaso bo ndvised that ~Q abovQ estate has boon called for audit boforo tho Court of Tuosdny,March 21,1~72,a~ 10:00 o'clock A.M.You may bo reprcsent£d by counsel if you so desire. Yours truly, OO/clu -----1__--1~--------_1-J-1 \.IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA ORPHANS'COURT DIVISION INRE: Estate of JOSEPH DUNN, Deceased. ( ) ( ) ( ) ( No.974 of 1970 deceased.The Executor is John Hichardson and the attorney is Gustave Diamond. ~z0(>..I>-IIIZz~BEFORE: ie CIziIII0(~ ~APPEARANCES:uii1~ ii ..I0( Uii~TIME: %~C'f iiiII:~~THE COURT:oII.IIIII: ~JoU ..I0( U~MR.JOHNSON:o HEARING ON AUDIT The Honorable P.VINCENT MARINO,Judge of the said Court. GUSTAVE DIAMOND,Esquire,of Washington,Pa., representing the Accountant. Tuesday,March 21,1972,at 10:00 A.M.,EST Number 974 of 1970.the estate of Joseph Dunn. Your Honor.I am William Johnson from Mr. Diamond's office. THE COU.kT: Mh.JOHNSON: Very well. We have two problems with this estate.Your Hop-or. One.we are asking that an amount of $10.000 be suspended to settl an 1.R.S.claim that we are in the process of resolving.This indiv dual received some income from a pension and did not pay Income TaxeE 2 on if for the last several years.And we are in the process of negotiating a settlement with the 1.R.S.on this matter.We also have an outstanding bill of $600.00 from Doctors W;eimer,Znoy and Zehel that we have denied.We were notified yesterday that they would appear to contest this. DR.WEIMER:Right here I am. 0(z~MH.JOHNSON:Could I ask then that we be set down and have ~1Il~an opportunity to discuss thlis matter with them? IIIII. Z~THE COURT:Presently?You want to discuss it with the 15zxtil doctor presently?~ ~MR.JOHNSON:Yes,Your Honor. ii:I-~THE COURT:Well,we will permit you to do that.;:,Are there oJ0(oc any further claims? :J") ::t5 MR.JOHNSON:No.That's the only claim. else at this time interested in this decedent's estate? for your discussion with Dr.Weimer.And we will permit you to do that and then you can report briefly to the Cou rt Q~THE COURT:l-ll:oII.IIIIl: l-ll: :Joo oJ0(oii:ILo THE COURT: Well,you will probably require some little timE Now is there anyone (NO RESPONSE) We will close the audit of this estate subject L_ to a report from your conversation with Dr.Weimer.You can go in the hallway if you please.We will continue with these other audi s. ********* 3 THE COURT:We will interrupt our schedule here for a moment.We will inquire of Attorney Johnson and Dr.Weimer. have you s om ething to repo rt to the Court? MR.JOHNSON:Yes,Your Honor.We have been unable to reac a compromise on the mattffT and I would ask the Court suspend an additional $600.00 in this Decree to the residuary beneficiary his claim as he sits here now. us the name of a Dr.Weimer and another doctor. and ask that a hearing date be set for this matter. Act.Your Honor.I don't think that the doctor is in a position to prove Yes. Yes. Have you consulted counsel,Dr.Weimer? Dr.Weimer is the one who performed the There's three of us together. I mean your own counsel. We would invoke the provisions of the Dead Ma 's Is it possible that we might have a hearing toda ? I thought this claim was by two doctors.You ga e surgery. DR.WEIMER: DR.WEIMER: DR.WEIMER: THE COURT: MR.JOHNSON: Mh.JOHNSON: THE COURT: THE COURT: THE COUhT: oe(zoe(>...>-lI!ZZIIIII. i0I-ClZXUIoe(~ t-=uitl-ll! iie...oe( 0ii:l~ %to"N vill:IIIl-ll:0LIIIll: l-ll::l0U...oe( 0ii:IL0 e THE COURT:And you feel that you want to go into a hearing i this matter? DR.WEIMER:Well,see,we received this letter just yesterd y from the attorneys.And in their letter they said tw:~!were suppose ,I «Z«>..I>-GI ZZIII0. ioI-~ZXIn 0( 3:: ..=oitI-~ Q ..I0:( U C:J., :t~N iiiD:1:1I-D:oII.IIID: I-D::JoU ..I0:( U~o to appear in the Court if we want to make a claim.And we just got the letter yesterday.And they said at that time l'I,willJ ask the Court to dismiss your $600.00 claim for medical services against the decedent as I assume that you were reimburs ed by Medicare." And they have had bills from us and they know we weren't reim- bursed by Medicare.Then I went over the chart yes terday.This man had a ruptured aneurysm of the aorta.which is the main arter il that passes down from the heart.And in a normal person it's abou that large.And it was a four-hour operative procedure.If you operated on a hundred people with a ruptured aneurysm.only about 15%make it.And this man lived a year.after.and he died of a heart attack.He also had cancer of the face removed at that time . The man moved out here and we'd write letters to him trying to ma:\.e our claim and he would never sign the Medicare form.And we wro e to him and he just wouldn't write to us.And then finally.when he died a year later,the lawyers gave us his claim number so we .Sen it to the Government.then they told us you can't make a claim.It'I: beenaa year.And they won't pay if the patient is living unless he signs the claim.so we were in a position where we couldn't collect. 4 THE COURT:Dr.Weimer,I don't know what the reason is for the estate refusing this claim.but they have a right under the law to refuse it and ask for a hearing.So when they do so. there is nothing left for this Court to do except to set it for a heari 19. 5 I was wonden ng if we could dis pose of it today.but it doesn't s eerr possible because of the estate's inclination to refuse payment in thi~ and to ask for the protection of the Dead Man's Act as far as evidence is concerned.So all we can do is set it down for a hearing. (At the direction of the Court,off-the-record discussion was not time set for the hearing. which we will,of course.do,and notify you and the estate of the this claim without setting a date for a hearing.If we do feel that I would say yes. I think tha t the Court may be able to dis pose of are made by doctors in the medical profession in your district? for this particular type of an operation the ordinary charges that return engagement.Dr.Weimer,are the fees and the charges ma<e may be inclined to ask some questions.We may not need to have a of them.I will only ask Dr.Weimer one more question.And cou nsel in the way of medical services and what part he took in the perforrr ance a hearing is necessary.we will write you.But we may be able to given the background of this claim and has stated what was perforrr ed recorded by the stenographer). dispose of the claim without a hearing.inasmuch as Dr.Weimer h s Dh.WEIMER: THE COURT: e :'!:.Z«>..J>-UlZ Z IIID.. i0I-l!JZ :r01«~ ..=uitI-Ul ae..J«0 a:J., :I......N uiII:IIIl-ll:0D..IIIIl: l-ll:::>0u ..J«0ii:... 0 e THE COURT:Do you feel that thos e charges are fair and reasonable? DR.WEIMER:I do. THE COURT:Mr.Johnson.do you have any other questions of Dr.Weimer? MR.JOHNSON:I have none of Dr.Weimer,Your Honor.He's 6 given me some of the background on this matter.I would like to present our position on this matter though. THE COURT: MR.JOHNSON: You may do so. The records indicate that the surgery was per- formed for which these bills are outstanding in the months of July and August of 1969.Now Mr.Dunn did not die until September of 1970.And the estate,of course,didn't come into our hands until some time after that.The Medicare forms which are required to be sent in to cover thes e services have to be submitted within a year of the services,and Dr.Weimer's office took no action that we can substantiate to make a timely claim upon Medicare for the::e services. THE COURT:He explained that this patient WOUldn't sign any thing that is ir!equ ired to be signed to send thos e in. MR.JOHNSON:We were informed that the patient would not su~ply his Medicare number.These services were performed at the St. Clair Hospital,which had possession of his number;and also other claims,all other outstanding medical bills,hospital bills and debt of the estate were being paid by the deceased.up until the date of his death.And I don't know why---I never talked with Mr.Dunn during his lifetime and I don't know why he disputed Dr.Weimer's bill.But the doctor's offices did not take timely action to file their 7 I claims with Medicare during the deceased's lifetime.We do not f el that our authorization of the payment from the residuary legatee's estate is proper. THE COURT:Very well.Dr.Weimer,if the Court feels tha there is any necessity for another hearing in this matter,we will inform you.You are excused,sir. the form,you can't send in the form with just a number on it. DR.WEIMER: ~z~DB.WEIME H: oJ>-UI~THE COURT: IIIDo Zol-I'Z iUI«~ Would it be all right if I jus t explained one thin ? Yes. See,if a patient is still living,unless he signs we couldn't make the claim.Thank you. So when we would send him the form if he didn't send them back to us Stenographer I understand.You are excused,sir. ************** I hereby certify that the proceedings and evidence are contained cause,and that this copy is a correc .transcript of the same. THE COURT: fully and accurately in the notes taken by me on the hearing of the above ..=u itI-UI Q oJ«. U Q ;:)., :t/:.01 via::IIII-a::oDoIIIa:: I-a::;:)ou oJ«Uk:II.o The foregoing record of the pr ceedings upon the hearing of the above cause is hereby approved and directed to be filed. J./ I• IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS COURT DIVISION IN RE: ESTATE OF JOSEPH DUNN,DECEASED 63 -70 -974 ADVANCEMENT,RECEIPT, WAIVER OF NOTICE OF FILING OE ACCOUNT and WAIVER OF NOTICE OF AUDIT Received this 2nd day of December,1971,the sum of ONE THOUSAND and 00/100 DOLLARS ($1,000.00)due me under the last will and testament of Joseph Dunn,Deceased.Since I have received as an advancement all that is due me under the aforesaid will,I waive receipt of notice of filing of the estate account and notice of the audit date. JOHN REDEKER f/ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS COURT DIVISION IN RE: ESTATE OF JOSEPH DUNN,DECEASED 63 -70 -974 ADVANCEMENT,RECEIPT, WAIVER OF NOTICE OF FILING OF ACCOUNT and WAIVER OF NOTICE OF AUDIT Received this 2nd day of December,1971,the sum of ONE THOUSAND and 00/100 DOLLARS ($1,000.00)due us under the last will and testament of Joseph Dunn,Deceased.Since we have received as an advancement all that is due us under the aforesaid will,we waive receipt of notice of filing of the estate account and notice of the audit date. r~~~~~~~~~~-------------------------------------' Ii " IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS COURT DIVISION IN RE: ESTATE OF JOSEPH DUNN,DECEASED 63 -70 -974 ADVANCEMENT,RECEIPT, WAIVER OF NOTICE OF FILING OF ACCOUNT and WAIVER OF NOTICE OF AUDIT Received this 2nd day of December,1971,the sum cr ONE THOUSAND and 00/100 DOLLARS ($1,000.00)due me under the last will and testament of Joseph Dunn,Deceased.Since I have received as an advancement all that is due me under the aforesaid will,I waive receipt of notice of filing of the estate account and notice of the audit date. '- II .- ("~:p.' j ~n t4t (ttum uf (ttummnn 'ltus uf Ihudpugtnn (ttuuuty, 'tnnnylunnin,®rp4nns'(ttum iiniswn ESTATE OF No._-"6<-o3l--.....7,><..0-_9.L...<7......4_-----.,.-_ Jos eph Dunn Inthematterofthe First and Final deceased Account of John Rj chardson Executor ADJUDICATION AND DECREE And now May /r ,19-12-,this matter came on for hearing, audit and distribution atthis session and testimony taken;and thereupon,upon due consideration thereof of the balance for distribution in the hands of the Accountant is determined to be $96,1370 21 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 disribution hereto attached and made part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION Balance per account _ Additional debit asked at audit Additional credit asked at audit 96,169.71 Bolonce _$96,137.21 Deduct Clerk's Costs &Receipts._ Attorney-----I,;GLl.JA.o:ls~t""'B;I_J'~'e~Dl.l,1~8i-lmrQ<Qg;9QQ.d---------- Doctors Weimer,Znoy and Zehel,medical services rende~ed deceased,cla.imants, 79.00 96,058.21~~'7?(Cl<.i r11.2J -,Jefl 79.~A /I 11 600 ~00 '12~A I ()'Jt~<Jl-a 95,458.21 ..tJ.e .. 0000.00 John Richardson,Executor,reaward for tax contingencies;After the tax is fUlly settled and the 8cco~ntants liability cBases,any balanc; of the reaward remaining shall follow the de-. cree of distribution herein made,as it relates to the distribution of the residue,and nor fu~ther formal Accounting to the Court of the fund shall be necessary, Russell Marino,Agent,transfer inheritance ta%,$450.00 Interest from 12/27/71 to 5/19/72 10,66 Sa~vgtion Army of Washington County,legacy, (charitable exemption certificate filed), 1-".. 5000.00 79,997.,5 American Cancer Society of Washington County, legacy,(Charitable exemption certificate filed),sooo.oo 74,997.55' The Masonic Home at Elizabethtown~Penn'a, legacy,(Charitable exemption cArtificate filed),5000.00 69,997.55 ..' ,. ('. ",J r r . f"-,rr', '\ ,, •,l ') o"'1'\....:::r(l) 3o::l:(l)., :::s r :f- (l) .'", r r r r r r '. •'1 '\ r r. " o"'1'\ menoit o"'1'\ ,'I ,., , I ) ,. r ~ \. (" " " , r r " ,, .. I,. N The American Red Cross of Washington County,5000.00 legacy,(Charitable exemption certificate-filed) St.David's Episcopal Church,McMurray Road Peters Township,(Charity Exemption certificate filed),legacy,2000.00 Mt.Lebanon Cemetery,Mt.Lebanon,Penn'a, legacy,for the maintf:1nance of the graves "of de- cedent and spouse,(Charitable exemption cer- tificate filed),200.00 Myrtle Elcessor,legacy,credit to be taken by the accountant for funds in the amount of $1000.00 advanced prior to distribution by the Court,11000 e OO John Redeker,legacy,credit to be taken by the accountant for funds in the amount of $1000.00 advanced prior to distribution by the Court,1000.00 ~fi John Richardson and his wife Margaret Co Richardson,as tenants by the entireties,legacy, credit to be taken by the accountant for funds in the amount of $1000.00 advanced prior to distribution by the Court,1000.00 64,997.55 62,997.55 62,797.55 61,797.55 60,797.55 59,797.55 Children's Hospital of Pittsburgh,P~nn'a, residue,(Charitable exemption certificate filed),t 9797.55 No balanee (" .)'\ .\ ....j. ". I.AST WILL AND.TESTANENT I,JOSEPH DUNN,of the Township of Peters,-"County of Washington and Commonwealth of Pennsylvania,being of I'sound mind and'memory,do hereby make,publish a~d declare this to be my Last Will and Testament,hereby revoking any Will or Wills heretofore made by me. (. FIRST:I direct that all my just debts and .funeral expenses be fully paid and satisfied,as soon as convenier.ly may be,after my decease. therefrom,together with the balance of my estate,to be distributed deem to be for the best interests of my estate,the net proceeds SECOND:I direct my Executor,hereinafter named in his sole discretion,shall and all real estate of which times "and for such consideration ./to sell and convert into cash any ~.-~D I may die seized,at such·time 'or ~~or considerations as my Executor, as hereinafter set ·forth. THIRD:I give and bequeath unto the SALVATION ARMY OF WASHINGTON COUNTY~Washington,Pennsylvania,the sum of FIVE THOUSAND AND 00/100 DOLLARS ($5,000.00)and,in addition, all of my household goods and ~ppliances in my home,presently 10cated at 162 Judith Drive,Venetia,Pennsylvania. FOURTH:I give and bequeath unto the AMERICAN CANCER SOCIETY OF WASHINGTON COUNTY,Washington,Pennsylvania, .the sum of FIVE THOUSAND.AND 00/100 DOLlARS ($5,000.•:00). .'...FIFTH:I give and bequeath unto THE MASONIC Em.IE,at Elizabethtown,Pennsylvania,the Sum of FIVE 'I'HOUSAND AND 00/100 DOLLARS ($5,000.00). I . ; I . SIXTH: I give and bequeath unto the AMERICA RED CROSS OF WASHINGTON COUNTY,Washington,Pennsylvania,the sum of FIVE THOUSAND AND 00/100 DOLLARS ($5,000.00). SEVENTH: I give and bequeath unto ST.DAVID'S County,Pennsylvania,the sum of TWO THOUSAND AND 00/100 DOLLARS EPISCOPAL CHURCH,McMurray Road,Peters Township,Washington .i ($2,000.00 ) • EIGHTH:I give and bequeath unto the MT. of the graves of myself and my wife,the sum of TWO HUNDRED AND LEBANON CEMETERY,Mt.Lebanon,Pennsylvania,for the maintenance I give and bequeath unto my friend \ \ i I give ~nd bequeath unto my friend, TENTH: NIN'l'H: neighbor,JOHN REDEKER,who now resides on Judith Drive, ($1,000.001.However,if he should predecease me,then I give and ($l,000.00)• MYRTLE ELCESSOR,the sum of ONE THOUSAND AND OO/~OO DOLLARS 00/100 DOLLARS ($200.00). Venetia,Pennsylvania,the sum of ONE THOUSAND AND 00/100 DOLLARS -..J"-,-- ~:. bequeath the said sum unto his widoW. --=.......-- -2- and bequeath the said sum to the survivor. ($1,000.001.However,if either.shall predecease me,then I give County,Pennsylvania,the sUm of ONE THOUSAND AND 00/100 DOLLARS reside at 300 center Church Road,Peters Township,Washington JOHN RICHARDSON and his wife,MARGARET C.RICHARDSON,who now ELEVENTH:I give and bequeath unto my friends \ l \ 1 \ \ \ i 1.., ,1 II TWELFTH:All the rest,residue and remainder of my estate,re~l,personal and mixed,of whatsoever ·nature and wheresoever the same may be situate,I give,.devise and bequeath unto the CHILDREN'S HOSPITAL OF PITTSBURGH,Pittsburgh,Allegheny County,Pennsylvania. THIRTEE~ryH:I direct my Executor,hereinafter named,to payout of the principal of my residuary estate,all Federal Estate,State Inheritance,or Estate and Succession Taxes imposed upon or with respec.t to my estate,and that no such taxes or any portion thereof so paid shall be collected from or paidbYj any other person by way ,of reimbursement,proration,apportionme·"t or othervTise. LASTLY:I hereby name,constitute and appoii_ in the event that my said friend,JOHN RICHARDSON,should fail my friend,JOHN RICHARDSON,to be the Executor of this my Last Will and Testament,to serve without bond:'provided,however,that 1-- to survive me or be unable or unwilli!1.g to serve as Executor e>f t: my Last Will and Testament,I then name,constitute and appoint day of July,in .! t j his wife,MARGARET C.RICHARDSON,to be the Executor of this my Last Will and Testament,to serve without bond. IN WITNESS WHEREOF,I,JOSEPH DUNN~have hereunto set my hand and seal this ?X 7 the year of our Lord,One Thousand Nine Hundred and Seventy {lSi I t1,I .J .'.. ......-......"'...".:'..:~~.... '-l .l' 'oj:'f -3- ~~.__;-:"0. .{ {Sf . I f i i I •....., Signed,sealed,pUblished and .declared by presence and in.the presence of each other,have hereunto and Testament,in the presence of us,who at his request,in his JOSEPH DUNN,the Testator above named,as and for his Last Will l'~~ \..I. ii , ,. iI!II subscribed our names as witnesses hereto. \ Address:~J1/d ~~'~/JJ'7 I ",f .\ \i. IIi 'I \I ! \ i I1:: t·1 \• , \ \! .~,...:,,;..-~.~~-"~--,..~~- .... '---' /'/(7 ~.•> it.3-7cJ -7771 ....' .'.,:Inventory and Appraisement ~,i...":....;~.',,<"/''''IN THE ESTATE OF ''',~I'C ,~.,J ,,,,~ #It .,I, " .) '.J .-~ '.. ..1 ;.- ...;!J.Q§.g:.P.H :Q1!.~. .' iI '.J Filed ,~,19 .I' h ....-,i-....i ~.::E;ti -':1>fll ;0 .,.~"....--!c -"-•(.1.:).0 c.:.>(~-::t:-_.--'(n C; ~-...., ".r·~J ....-'-t-')~'..~'----,-~:--<' 0 --.~-Jo,)--r :-:1>-u r C""-1:....(f"; ,"""'-J . ! GUSTAVE DIAMOND,ESQUIRE COOPER,SCHWARTZ,DIAMOND & REICH 313 Washington Trust'Bui1di ng Washington,Pennsy1v'ania 15301;I \'i);;~'Y! LfJi.t;y..z,?ilk ·0'9 </ ~ ... SHB/clu 2-1-72 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS I COURT DIVISION 63-70-974 ESTATE OF JOSEPH DUNN I DECEASED FIRST AND FINAL ACCOUNT OF JOHN RICHARDSON,EXECUTOR February 1,1972 SCHEDULE A PRINCIPAL-PERSONALTY Receipts Disbursements SCHEDULE B INCOME-PERSONALTY Receipts Disbursements SCHEDULE C PRINCIPAL-REALTY Page 3 Page s 3,4,5 Page 6 Page 6 $102,696.75 $12,968.35 $89,728.40 $4,225.82 $00.00 $4,225.82 Rec~ipts Disbursements SCHEDULE D INCOME-REALTY Page 7 Page 7 $1,286.10 $520.42 $765.68 Receipts Disbursements Page 8 Page 8 $ $ 00.00 00.00 $00.00 NET BALANCE .. $94,719.90 THE BALANCE CONSISTS'0F THE FOLLOWING: Erincipal-Personalty ) Income-Personalty ) Principal-Realty ) CAS H----$91,719.9C EXHIBIT No.1 Page 9 Payments on account of distributive shares $3,000.OC $94 719.9C Legal Advertising and Proof of Publication Page 10 -2- 11/10/71 SCHEDULE A PRINCIPAL-PERSONALTY R E C E I P T S-------- Inventory Filed Additional Assets $101,751.3E 3/19/71 7/28/71 7/29/71 Social Security Benefit Fire Insurance Refund Homeowners Insurance Refund Conversion of Asset $ $ $ 255.01 28.6 103.01 11/10/71 Assorted United States Inventory Value Redemption Proceeds Gain on Sale TOTAL RECEIPTS Savings Bonds $10,944.70 $11,503.46 $558.7( $102,696.7~ 6/9/71 6/9/71 6/18/71 9/2/71 11/10/71 11/10/71 11/10/71 12/2/71 DIS BUR S E MEN T S------------- Administrative Expenses Cooper,Schwartz,Diamond &Reich Reimbursement for costs advanced- probate,short certificates,copies Washington County Reports and Observer-Reporter -legal adver- tising $65.30 Mellon Bank -Safe Deposit Box rental 6.00 Union National Bank -Safe Deposit Box rental 5.00 Cooper,Schwartz,Diamond &Reich Reimbursement for costs advanced- 3 death certificates and one short cettificate 8.00 Cooper,Schwartz,Diamond &Reich Reimbursement for costs advanced- short certificate,copies,and certified copy of will 10.60 Mae Herceg --Notary fees 4.00 Register of Wills -Inventory filing fee 10.00 Cooper,Schwartz,Diamond &Reich Reimbursement for costs advanced- certified copy of deed 7.50 -3- Cooper,Schwartz,Diamond &Reich Counsel fees $5,500.00 John Richardson -Fiduciary fee Preferred Debts $5,300.00 $10,916.4 10/30/70 6/9/71 6/18/71 7/7/71 Wilson Funeral Home -Funeral bill $1,747.50 R.A.Hancock,M.D.-Medical services 10.00 R.McCoyle,M.D.-Medical services 65.00 Kurtz Monument Company - engravings 16.00 Other Debts $1,838.5 10/16/70 10/6/70 10/16/70 10/16/70 11/3/70 12/26/70 12/26/70 12/26/70 12/26/70 1/2/71 1/2/71 2/6/71 2/6/71 2/25/71 2/25/71 Bell Telephone -telephone service Peters Township -sewage West Penn Power -electricity Columbia Gas -gas West Penn Power -electricity Columbia~Gas -gas Bell Telephone -telephone West Penn Power -electricity Citizens Water Company -water West Penn Power -electricity Columbia Gas -gas Bell Telephone -telephone Columbia Gas -gas Peters Township -sewage Columbia Gas -gas $4.38 17.00 1.99 5.24 3.86 20.14 8.28 1.32 7.68 5.57 19.23 4.14 26.53 17.94 27.71 3/30/71 3/30/71 3/30/71 3/30/71 6/18/71 Bell Telephone -final telephone bill West Penn Power -electricity Citizens Water -water Columbia Gas -final gas bill West Penn Power -final electric bill -4- 4.14 3.91 7.65 10.22 6.48 7/17/71 Peters Township -final sewage bill TOTAL DISBURSEMENTS -5- 10.04 • 213.4 $12,968.3 9/28/70 12/31/70 12/31/70 SCHEDULE B INCOME -PERSONALTY First Federal Savings & Loan -Interest Pittsburgh National Bank- Interest First National Bank of Castle Shannon -Interest $134.60 314.32 240.25 12/31/70 3/31/71 3/31/71 6/30/71 9/30/71 9/30/71 12/31/71 Union National Bank -Interest Mellon National Bank -Interest Union National Bank -Interest Union National Bank -Interest Union National Bank -Interest Mellon National Bank -Interest Union National Bank -Interest TOTAL RECEIPTS DIS BUR S E MEN T S------------- NONE -6- 55.02 638.04 291.35 550.11 599.84 652.75 749.54 $4,225.8 00.0) 11/10/71 • SCHEDULE C PRINCIPAL -REALTY R E C E I P T S-------- Inventory Value $12/000.00 Sale of House 13,286.10 Gain on Sale --Total Receipts'.$1,286.0 10/16/70 11/3/70 12/26/70 12/31/70 3/30/71 3/30/71 O.L.Smith,repair locks Young Brothers,Homeowners Insurance Young Brothers,additional Homeowners Insurance Peters Township -1970 School Taxes County Hills Real Estate - Appraisal Giant Oaks Realty -Appraisal TOTAL DISBURSEMENTS -7- $ 124.00 12.00 266.40 50.00 50.00 $520.~2 None None SCHEDULE D INCOME-REALTY R E C E I P T S-------- DIS BUR S E MEN T S------------- -8- • 100.00 EXHIBIT NO.1 PAYMENT ON ACCOUNT OF DISTRIBUTIVE SHARES 12/2/71 Myrtle E1cessor -Beneficiary's share $1,000.0 12/2/71 John Redeker -Beneficiary's share $1,000.0 12/2/71 John and Margaret Richardson - Beneficiarys'share $1,000.0 $3,000.0 -9- Observer -Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION I, 7o~JP.Frl-3t '- EXECUTORS :,;QTICE ,ESTATE OF JOSEPH DUNN de·ceased late of Venetia.Washing.ton County,Penn'):vania. T"etters Testam..nt nry upon theaboveestateha~m'"ONm granted to the undersigned,.'t.p"'rsons havingclaim;"aRcin"~the estate are reoquestedtomakeknownthesameto' the undersigned or hIS attorney and all persons indebted to the decedentarerequestedtomakepaymentto, the undersigned wIthout delay.John Richardson,Executor 300 Center Church RoadMcMurray.Pa.15317 Cooper.Schwar",Diamond &ReIchGustave Diamond 313 Washington Trust Buildmg WashIngton,Pa.lS:lOlAttorneys 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 appeared before me,a Notary Public in and for said County and State,JaJne.~S..~L.Y..QJL ,who being duly sworn according to law,deposes and says that he is the Ex...Vi.ce....P.res.... of the Observer Publishing Company,a Pennsylvania corpo,ration,and its agent in this behalf;that the said Com.pany is the owner and publisher of the Observer-Reporter,successor to The W,ashington Observer,established Septembe'r 18,1871,and The Washington Reporter,established August 15, 1808,a daily newspaper of general circulation,printed and published and having its place of business at Washington,Washington County,Pennsyl- vania,where it or its predecessors have been established and published continuousIy for more than six months prior to the publication of the notice h,ereto attached;that the printed notice or advertisement hereto attached is a ,copy of an official advertisement,official notice,legal notice or legal advertis,ement,exactly as printed or published in the Ob~lerver·Reporterin its regular editions on the following date or dates;.. ........................o.ct.o.ber .9..,.1.6..,.and 2.3..,19.7.Q . that neithe'r t1~e affiant nor the Observer Publishing Company is interested in the subject matter of said notice or advertising and that all of the allega- tions of this affidavit as to tJhetimeplace and chal~te~blication are true.d--'>t ....Jl!~..c ~~J...'B>f~ Swo,"to and ,"b"~;;~~:~;~~~970 WASHINGTON,WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6.197? Washington County Reports 8a=Seu=H::M:AQI::SJ:RES= 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 WASHINGTON1 STATE OF PENNSYLVANIA ($S. 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 periodical for said Washington County,publis'hed weekly having its place of business at Washington.Washington County,Pennsylvania,and is act- ing as its agent in t'his behalf;that the said WASHINGTON 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: Qc.1:.Qbe..r.~.?!3.3..!?.~.!~..~.?.g . E8t~te Notices The Register of Wills has granted letters. testamentary or of administration,in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present t:hem for settlement to the Executors or Admin- istrators or their Attorneys. • • • ••• • • • • ••• • •• • i'DUNN,JOSEPH,Dec'iI~.------- Late of Venetia,Washington County, Penna.Executor:.John Richardson,300CenterChurchRoad,McMurray, Penna.15317Attorneys:Cooper,Schwartz,Dia-mond &Reich,Gustave Diamond.313 Washington Trust Building..~shington.Penna. that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of this affidavit as to the time,place a.nd--c~r;!.cter of the PUblica,.tf~areJtr~e./';J~.~ .1<:1/i'<..<1J"1 (-~i ~/~C/-~v U /UL/\~~~;"~,--('--···:..··,,,···=·····r·..· · · ___--..-._." -L..Edl~r.c-.~ Sworn to and subscribed before me this .......-• ..--.-4 ~- 29.th day oL.Octoh.e.r ,19(/].0.~C¥!,J~ JOSEPHINE T.SCIAMANNA Notary Public.:;Jshington,Washington Co. ;,:y Cu"lm:.iun [{'~s July 1,1974 .'~" STATE OF PENNSYLVANIA, WASHINGTON COUNTY,SS: The within named Accountant being duly sworn according to law,depose and say that the above account as stated is true and correct as he verily believe. Sworn and subscribed before me this fix:s:t.. day of f.~p~~.~:r;.Y 19})....~~~:::.4a~. Notary Public,Washington,Wash'n~n co. M~Commission Expires July 14,1975 Washington County,:5S: ----_.-~.------~-- I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of C1urt,as evidence by proofs thereof filed to No..k,.3.~.1.d-.::. Witness my hand and official seal thiS..~__.._. day of..~~_19..!l.d,~~. Register of Wills z "0 ...,.... p::i ::;...,~tJl 0 d oi ~'0 rtl 0='0 8:0 .-I •.-1 Q) O!c:.l .Qc:.l pi ·H ~a:l C ..., rili ~0:P ..-rtl\0 CI):~i 01 H •.J.J.:>..., r<:t::i .CI)0 I....(J)r-I "'C';:s~:;;.;"Ii Q)ril:rili ril ..., doi.-Ii (<oj ..1-1 (J)Q)r;;,rill ~~FE88 C P\~2 43 '"Z!Q)0 Oi rtl:C :.i....@[Pofi<l ci Z ~c «).-I ..., Eo<..:'.-1:A:0 ~B~0 d~~i ~i ~i ~("I')::; Eo<0 !ili .~tO'.~11)./.~..~o c:.lrnpiraiHI~;;.;a td r-rl_~;-\Ir <:.Jfi<l oj eli s::i U:0 ,~.~("':I .-0:,OF WILLS d :r:i rtli Hi 1\c.,:).C t".!Jl.:8 +J!~i ril VM5111~,.0;1 0'IJ co ..PA. ..., ~:~l :>."..lS::i 0 .~ rili (J):r<:t::ril l.(j :s:..-1 ...,Q)Cl)i I-li 8~..c:~.Q0:·.-li'0:CI)0 M (J)0 ~~l ~:~I §0 .-I rtl d 0 ("I'):s:'Cd ~<a;,,..; .' ....! ..fi" '" .'..' \I',I' --l . ~'II.~~.~'t, ".tJ ...',,_,,......-:.. ,.--'..: ,...~ .....1,'2·-....".... • + -$'.-,' "\ "",., The Court is respectfully requested to determine proper distribution in this estate. ~ILAM~ Counsel for Accountant ~lt t4r Qlnurt nf QTnmmnu 'Iran nf lIan4iugtnu Qlnuuty ®rp4aun'OJnurt ilinininu In the matter of the Audit of .Account in J Estate of__J_O_S_E_P_H_D_U_N_N f TO THE AUDITING JUDGE: 974 of 1970No._ our The Salvation ArmyEnter,appearance for _ Marriner &McCreight N.B.-Counsel shrall,by separa:te ape,r,present a concise statement of each claim,with supporting calcu on of any interest claimed.Objections to an account as filed,shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. >.OJ~>:l1-01-+ 0..,:=.., <t:"0 ~$.tOJ~~~l'Il :+Iil .S :+ N1:1 I-~t-=0 P::0 0(,) $.t(,)::>r..<11 ~...«0..,:a ~~=+.....<Il 1-+1-0 ~>:l ~.... ~0Z en <./)....1: Cl 0 .-l (.!- :-::::-!:'r.....:-::0 ,..., ". IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:ESTATE OF JOSEPH DUNN, Deceased. ) )No.63~70~974 ) PRAECIPE FOR APPEARANCE TO:REGISTER OF WILLS Please enter my appearance for John Richardson,Executor of the Estate of Joseph Dunn,deceased. ,'.'""WilJ~am A.7''.-'-, PETITION FOR DISTRIBUTION AND NOW COMES Wil~~am A.-Johnson,Esq.,attorney for petitioner, John Richardson,Executor of the Estate of Joseph Dunn,deceased,and respectfully moves that the Court enter a~Order based on the following statement of facts. 1.That the Executor of the Estate of Joseph Dunn,deceased, John Richardson,filed his First and Final Account following which an Adjudication and Decree dated May 15,1972 was entered by the Honorable P.V. Marino providing in part in the Schedule of Distribution for a reaward of $10,000 to John Richardson,Executor,to be held for tax contingencies, and any balance thereafter to be distributed to the residuary legatee.A copy of that Adjudication and Decree is attached hereto as Exhibit "A." 2.That by the same Schedule of Distribution,Children's Hospital of Pittsburgh,Pennsylvania,received the then existing residue of the Estate of Joseph Dunn in the amount of $59,797.55. 3.That no additional claim for taxes has been made against the $10,000 reawarded to John Richardson,Executor,and those monies having been ., ,-.' placed in an interest bearing Account No.72 008298 1 with Union National Bank of Pittsburgh that the balance exis~ing as of thjs date is $~~,557.92.... 4.That the only additional expense is fiduciary income tax owed to the Commonwealth of Pennsyl~ania fo.r the years 1977 and 1978. WHEREFORE,th~~etitionet respectfully requests that the Court enter an Order awarding additi ona1 .executor's fees to the peti ti oner in the amount of $125.00 and additional counsel fees in the amount of $125.00 and that the balance remaining in the aforesaid account be distributed to Childrenls Hospital of Pittsburgh,Pennsylvania,after the pa,yment of Pennsylvania fiduciary income taxes,as the residue of the with.in estate in accordance with the Schedule of Distribution previously approved by this Court. -2-., •~,t I...'" AF F I DAVI T--------- COMMONWEALTH OF PENNSYLVANIA } )ss: COUNTY OF WASHINGTON ) Before me,the undersigned authority,personally appeared JOHN RICHARDSON,who,being first duly sworn according to law,deposes and says that the facts set forth in the foregoing Petition are true and correct to the best of his knowledge,information and belief. " Sworn to and subscribed before me thi s 5~1/L day f .f"0',rJ .1978o~'?W~fd==' . \':'=~·il L-J:!J;fLn&f'.--.'~YrHHI~ANN HUGHES.NOTJPUBllC .-PETERS TWP.,WASHINGTON COUN!~, MY COMMISSION EXPIRES FEB.11,19~J Me:nber.PllflftSYlycnlllA!soelr:tkmIIN,*-~.,.,.. ., ! '"..:........;.....• ~tt 14r.(ltnm1 of QlontuUltl ~n~u.a nt ·lIttldlltq1Wtt ttfrttttsyluttutu jj (@rp4ulul1 .OJnmii3inlamu (ltulnl1Y1 .J In the matter of tthe ESTATE OF [x,.Cl1tOT' .ADJUDICA'"fiON AND DECREE Bolonce ._nt.."7.?1$".~J ·s'..... l'?:Y OQ 1 I I 6C!n 0 nf)I----I I II I I OOOOooc I I I i I {(I ,;I.:.1£:'J 0 ()c·I,-I ! .I 50co.00 I I, .50 ():'•or;.! ,I SI··r'V~.Cf·~ Deduct Clerk's Costs &Receipt...:;;_ Atlorney ....G_·l.."'....,t....l....'\,,-T,~,_t·~'""'i....?J""'(....l(....H....~dlol___ Am'p1c~ln ("'no 1"~~()(',~rt.y of'\,,'nflh1npton COu.nt:l, l('~EJCV,((:hFlrit'l~llr ,')I,I',crint;O!l cF\rtifjcntf\ fU"d),. i ,Tnl,n nichfn"r1~()'1~f"'x"c\:tor ,l :'APw,rrl for t3X I c(')'ltinp'r'n('~('~;r·ft,:·!,tr p tGX 1S f l lJ.1y ~,··ttV-c1 I qnri th~8crO"ntn~t8 ltRbility C'R8~R,Any hqlnnc . nf t,hp.r',QW8Y'G ,."'mA!ninf shall follow tr.~,clo- r.r""'('(;f {qst.r-'hut;on r.·::r'f'~n m0(lp,ss it !'blat('B t;('l t r.('(1 i g t 1"1h:J ~'.'()n 0 f d~p 1",.Ed.d.11 i',11 n d nor' rllrt~....'r rn f'mf"ll ..$"C'r"IIn t i np:to tbf\Cnurt of thf' 'f'nn(J ~lJal'1)(>:-1"('FI,'1 0 ry, 'T'bf >iflsfirde 'iom':·'at 'liznb:t}lto",m~P"nn'R, )Pp.''icy,(:~hAritf3hl('r'x"mrjU("(l ("'l'tiricRt(~ r11nn', Doctor's Wf'lrr,('r',~noy fln(~:;:f-!l"l, T'P1l01'T'er1 (1f>C"".,,'·'rl.clI31m!'lnt8, n!)~~(·11.narl·l:)~/\~'i'!\t, tnx, Tnt""r"~it r~rom l,~/::>7/71 :-'Alvnt~"n Ar·rn:v,·,r ',',r;h1nptnn County!,lr·gacy, (chnr1 t·i$l.-,,'x""'mti0(l crrtificr-ltf'fil~d), Exhibit "A" ,...~ 'i'\-i"t'rr\·ri.('f'<':T?d (r'OS";of'1'J!:lfihlnp:ton CnlJnty, JJ",,'H'.y,(ChQT'tt8hlr:,'x'r'1-)UOn c'rtificate fi.l"'o) C',t ..-'r·:vi.C]'!'1 ···.y~f,('c,r)r:,l ChUI'ch g i".cl'hl.rr'8Y 'lORd Df·try'"rnOv:!i~1h)r"(Ci--'8.,...i t,:{.>x.m'!Jtlon c"rt1fic1'1te f 1 .,((11 ,,"'r R ('..y"-- j,...._i'.1.J."".' Mt ..T,f'[)annn Cr·'Tlf·t:-y'y"i'lt.L(~hn~0n8 -P'-nn'B, l(Fl1CYll f'OT'thA l"181.nt /n rn'lcF.of thf~.vra_v(·~s (;f('1r,- c{'c1~'nt ~no fl')()llfH',(Cherj tH~]J"(>x('mnt~on C"T'- tlf~('Ate f'il ill, II 5();)O _.90 ... 62,797.C::~ IIII, III I ,, 1 III_I ·1j -j-, 'J ! Ii >' iJ ", '1 " I:1 -', d, ,j, '1-...-••..;...."....,: I I ", ORDER'OF COURT ..' AND NOW,TO-WIT,this ~~~day of~~~~~,1978, upon consideration of the foregoing Petition,it decreed that additional executor's fees in the amount of $125.00 and counsel fees in the amount of $125.00 be paid,and that the balance remaining in the account previously reserved for tax contingencies be distributed to Children's Hospital of Pittsburgh,Pennsylvania,after the payment of Pennsylvania fiduciary income taxes,and that upon completion of same,John Richardson, • Executor,be discharged from further responsibilities as Executor~ ~~V~'S~~~~' t!~Pe;/· BY THE COURT, ., ~¥-<Jl~ ~~4~ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION No.63-70-974 ~ , ~..' .. 'i. IN RE:ESTATE OF JOSEPH DUNN, Deceased . 11.~;~.' ,~"' .PETITION FOR'DISTRIBUTION WILLIAM A.JOHNSON ~ .~~:::; (.J I'j=.::~'"-~ <..." .;/--.I---c r--!;;::-(;) ...-......'--..~1-; ,.---r~-2 r--. ',-)j--.: :..t-=:·.'. ~ ~c:;. ( ,<--- 565 E.McMURRAY RD. McMURRY,PA.15317 412·941.5310 /3~-91tJ J IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:ESTATE OF JOSEPH DUNN,) )No.63-70-974Deceased.) CON SEN T The undersigned duly authorized representative of Children's I Hospital of Pittsburgh,being emp.owered to execute this document hereby'.,,\.,.i consents tothe fin~l distrib~tion'of $12,446.88 representing the residuary interest of Children's Hospital of Pittsburgh in the Estate of Joseph Dunn. Dated:August 31,1978 ------------------------------------------------------------------=- IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHAN'S COURT DIVISION No.63-70-974 .) In Re: ESTATE OF JOSEPH DUNN ~..' Consent ,-~t.--.J II co ---::...:;;;:J t.-"r-- / II :;....rII ::I: ~(.,C).,.0 -"'::"" -.~~U;;., I I i .-, W"1 • C-j-..~- :!:Co-...~-." \.._J _.-.(..:;J;,- -0 r- L.,::p (..J - WILLIAM A.JOHNSON ~ I•i 565 E.McMuRRAY Ro. MCMURRY,PA.15317 412-941-5310 Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF ..W1.\..$H.I:N.Gr.QN . 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.) .....................;~.;;;~~;;;O~..~E ES~.~~E.~~}:::uA ;;:OF (state full name of decedent) Late of Ve..netia,Pennsylvania County ~ ::.:.;::::~~~~::~~_::_-_:::_-::_:}u, .........;rQH.N RI.G.HARPSQN...Executor Administrator of the estate of the above-named decedent being duly sworn,depose and say Decedent died Name and address of attorney or} other authorized representative to whom all correspondence should be mailed. .......qpe':J:11\~..p:rN19NP,~$Qq~...."".. COOPER,SCHWARTZ,DIAMOND &REICH313···Washingtbh····Trust···BUildirtg··.. Washington,Pennsylvania 15301 That as such ~.~g.9.JJ.t.9..t:deponent is familiar with the affairs of said estate and the property con- (Executor-Administrator) Rtituting 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 e110n National Bank Joseph Dunn and Fri/O>nr'l ;::,nr'l :ross Roads Office John ,Richardson Executor -, eters Township Will cMurrav Pennsylvania M C P M That the contents of said safe deposit box or boxes are itemized under Schedules _~B~_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 fullv and in detail all the real property in the Commonwealth of Pennsylvania of which decedent died haVing an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of depo,~it,savings banks,tr:,'!st c<;>mpanies"or other institutions,whether individually,or in trust for any other person or persons gtving ~LsQfrseparately the accrued interest thereon,if any,down to the last,......'J-oA.",...",r.~,,"•interest "day prior to decedent's death in the case of savings banks,and to the date of decedent's death in all other cases;all bonds,postal savings,treasury certificates or notes and other _evidenc~of in- debtedness of the United States to the decedent;all obligations,whether by statute or agreement they are designated as tax free,of the United States,or any state,or political subdivision ~thereof,or ofL·. ariy foreign cotintry,Which.,are owned at the time of death;all wearing apparel,jewelry,si~verware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and'~ny and all other personal chattels of whatsoever kind or nature,left bydecedent,together with the fairly estimated market value thereof;all bonds and mortga~es held by decedent and of all claims due and oWi~g'decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be.less than the face value,it sets forth briefly the reasons for such depreciation as to each item;all moneys payable to the estate from life insurance polici-es carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stockS and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.It should also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer"to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to wh~m 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,t~ansfers.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 cony 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 pa~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 pr jointly,by the will,deed,or other instrument of another, with a copy of the instrument creating sucl{power attache,d to the schedule. That Schedule Dattached 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,~he 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 ~ll 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. (ExeCtl.tor-~ ..".";3,.Q.Q"G~Ir~~f."""G.b.Y.:f..9.Jl""g9..~.~~·L _. (Street Number) ................McMur.r.ay.,......p..ennsy.lv..ani.a",,1.5.3.1.7 (City or Town and State) That the totals of the appropriate columns in Schedules "A","B","en,"E",and "F"as directed therein, have been carried forward and properly registered in the Summary. -c::A Subscribed and sworn to before me this ""."La ...""....". ...".."."""""."""""..day of ..~~19.:7/." ~~~__. ~~~f}A'~A'/~/97S- -NcffE:Before signing affidavi t make sJZ"~:11-{lank 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. RCC,341,1"I64)' C'OMMONWEALTH OF PENNSYLVANIA DEfARTMENT 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 Commonwealth of Pennsylvania should be described by lot and block number,street and street number,together wi th a general description of the property,with a reference to the record of the conveyance by which the decedent took title;If a farm state number of a· cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are to be Iisted on Schedule IIF"and must not be deducted from this schedule. HOUSE AND LOT Peters Township,Washington County Deed Book Volume 844,Page 307 (1 ) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH 3,600.00 (2) ESTIMATED MARKET VALUE 12,000.00 (3) DEPARTMENT VALUATION CAUTION (Do not write In this space) Insert this total opposite "real property",Schedule "A"in the X X X X X "As Reported"column on the last page of this return. RCC-35,• 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,paintings,automobiles,boats,f'~,c.) Intangible personal property,such as bonds,treasm'::'certificates,cash on hand and in bank, stocks,mortgages,notes,together with accrued interest or d.i.vldfmds,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item No. ITEM List and describe fully UNIT ESTIMATED VALUE MARKEl'VALUE DEPARTMENT VALUATION (Do not write in this space) 10,000.00"(0/000,. gfl 7-¥'-J1>:~c) ) 0 I 7t:7 f..3 f 10/£,'77 Co /3 9&'1<.5' "2-S-5 !(,()7 :J,,;2li~72.. '71 r )4£912_--~?9,7S/,3 ~ fJ1€j9 50.00 882.00" 200.61~ 88.00 " 2,247.72 " 1,250.00"/2...:{Ol J 2,558.07" 7,814.98" 89,751.36 13,969.56./ 10,677.60" 28,285.6011 10,701.38 ,. MISCELLANEOUS CASH SAVINGS ACCOUNT --MELLON NATIONAL BANK, Peters Township Office No.69-147 SAVINGS ACCOUNT --FIRST FEDERAL SAVINGS &LOAN of Pittsburgh,No.08-01-4099 SAVINGS ACCOUNT --FIRST NATIONAL BANK, Castle Shannon,Pennsylvania No.2347 SAVINGS ACCOUNT --PITTSBURGH NATION~ BANK,Fifth Avenue Office,No.25021 CHECKING ACCOUNT --Mellon National Bank, No.240-8528 METROPOLITAN LIFE INSURANCE POLICY,No. 47-967-089 --Proceeds payable to Estate ACACIA MUTUAL LIFE INSURANCE ::POLICY, No.108674-3 --Proceeds payable to Estate UNION LABOR LIFE INSURANCE POLICIES,No. Gll18 and No.Gl194,$5,000.00 each _. P~oceeds payable to Estate ELECTRICAL WORKERS BENEFIT ASSOCIATION CERTIFICATE No.35453 ELECTRICAL CONTRACTORS ASSOCIATION PENSIO~ BENEFIT Check for the month of Septeml::>er,1970 ONE (1)SERIES E $500.00 UNITED STATES SAVINGS BOND --Date of Death value THIRTEEN (13)SERIES E $100.00 UNITED STATES SAVINGS BONDS --Date of Death value EIGHTY-EIGHT (88)SERIES E $50.00 UNITED STATES SAVINGS BONDS --Date of Death value 3. 8. 1. 2. 7. 5. 6. 9. 4. 14. 13. 12. 10. 11. Insert this total opposite "Personal Property",Sch~dule "B"in X X the "As Reported"column on the last page of this return. ---------------------------------------, RCC-36" COMMONWEALTH OF PENNSYLVANIA "TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "c" .TRANSFERS (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)NO (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)_N_O _ (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer N/A (b)State of decedent's heal th 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)NO (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)NIA (b)What was the transferee's age at time of decedent's death?N/A (5)Did decedent in his lifetime make any transfer wi thout 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)_=N:..;O"--_ (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 N/A (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 could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)_~N~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 reserved in the decedent alone or the decedent and others? (Answer yes or no)_--=N"-'O"'-_ NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM DESCRIPTION MARKET VALUE (Estlmated) DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. ·.RCC-;-38 ·CCMMONWE~LTH OF PENNSYLVANIA THANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRl'CTIONS: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 Iunit percentage Estate DEPARTMENT VALUATION Address and Relationship of Co-Owners,and PIace Value Share Valuation CAUTION-Do not Write of Record of Instrument,where Rea!Estate.I In This Space. Value of Value of Entire Decedent's Property Interest .''"',~'I''.!!mm. I I I II I I I I Insert this total opposite "Jointly Owned Property",Schedule ·"E" in the "As Reported"column on the last page of this return. SCHEDULE "D" BENEFICIARIES ." 11qC:'31 _(12-63) COl\~l\iONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ~,r - 1 1 ( h 2 3 4 5 6 7 8 9 BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest.vested,contingent,nr~other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH .-..,,·SALVATION ARMY OF WASH.CO. 65 E.Beau Street Washington,Penna.'15301 Charity N/A N/A $5,000.00 ,/' •AMERICAN CANCER y of Washington Co~nty-141 S.Co11eae Street Washinqton.Penna•.15B01 Charity N/A N/A $5,000.00 ./ \1,It·I , •The M~~()NT('I HOME Elizabethtown.Penna.:Charity N/A N/A $5.,000.00 v -"FAmericanRedCrossof_.-'-• \"[r~_..:L.......... Washinaton Count~Charity N/A N/A $5.000.00 / I,'., 58 E.Cherrv Street Washi •ppnnri 15301 •St.David's Enisconrt1 Churl h--McMurrav Road ..-N/A N/A $2 000 00 vVenetia.Penna.15367 Charitv •MT.LEBANON CEMETARY 509 Wrtshinaton ROrtd Pittsburah pAnna 15228 ~,.ri •'1-.'\T N/~N/~$?nn nn v c J •MYRTLE ELCESSOR ;, 2515 Willowbrook Road Unner St.C1rtir.ppnnri 152~·1 Friend YA!=:8n;,Tnr;!=:S1 000 00.,I- •JOHN REDEKER --Judith Drive -, l'" Venetia.Penna.15367 ~Friend Yes Sui Jur;!=:S1 000 00..- JOHN &MARGAAET RT('IR~..~, 300 Center Church Road., S1.000.00McMurrav.Penna:15317 Friends Yes Sui Juris'.o.CHILDREN'S HOSPI'l'AL,of.-.~ Pittsburqh :'1't,' 125 Desoto Street '.N/A N/APittsburah.Penna.15213 Charitv Residuarv Estate v Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE NONE J , OF THE~ .ESTATE OF ~IATTER o'F THE APPRAISEMENT 0 ...,'"d ~......~~0 po ...e:..Vl ::l Vl Vl Vl 0 (t ::l '"d....,...e:.....po Vl 0x'"d '1:lpo~.0"'...... ~~0 ~'1:l ,trj ~... Vl .... ,....'<po....~ (Executor-Administrator must complete "As Reported"column #1.) P.><THE !03-70-9;7~ T .•No..Year .; 1 'Will A8ministration I' JOSEPH DUNN.....~...~',".. '-~Deceased 1 Late of YE3n.et~a,(l?E3J:lI1l3y;Lv;;l.n;i,.a l'. Commonwealth of Pennsylvania REPORT AND APPRAISAL~, .! County of .Was}:1ingtPI1 ...,.:..... I'. I' t" enc:~~>-;.....--.:~:C/l"-"""-.-.~ (:.(,(,II ('::n W en W :::r'?"?-?":.... ::J ri ~~:t<j : ::~-(.-.'*'*-00 '*'*'* .. .. (,'1-'.'>-:0 11:00 l-'Vl'--I-'(I I :"'N ~_ 1'1 ...I I ~..~..- ,.',(I (·N I 1:---.1:0 'g- ,f-I '(U1 I 1:U1:0 ...,Ii-'I 11-'0 it {I (•I I:':.~ c'.".W 1 I:W :0- (,(:'&ll 1 10'\0 ..t' ( ,('~I (-,(t.,'*'*,-00 '*..".'* C',I,(.--".:\-;: (:,'.:(0 :~:~:r. I ' ( , (I_'.i-....:0c::i J1:..... (',":.N.".I .~..\:.;§.'\)~N '~'~....-11 ~..~.<:~.§. (',II .~.'"""6 ~II t:.~:~o- (. I:' ~ :r ( ('t ~...,',.i-I 0 (~.~l :.,I, I ('t ~.I'I C (I -C~I ,(~ ("\...l i:- ( (, I.I C~.I'. (~.l ~, GUSTAVE DIAMOND,ESQUIRE I -•:',COOPER,SCHWARTZ"DIAMOND & REICn l " o 3113 Wq~hihgtqn ~st Bui1~ing Washingtpn:Pennsy1vanj.a:15301 I'I ,- RCC-81 (6-71) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT .TOHN RTCHARDffiN (Executor~) IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division 38-108-2 J In Re:Estate of JOSEPH DUNN vlASHIIDTON Cou nty -File No.----=c63:::...-_7'--.:Q-'----"97-'-'-"4 _ Dear Mr.Richardson, You are hereby noti fi ed that the -..loo!!"r'--'J.g~·:>=!i~n""a""'l'"--_ appraisement in the estate of ....JOS>.<w.E...P......H~D.....I.....JNN._.L _ has been filed in the office of the Register of Wills of WASHINGTON County on December 7 ,19....2l,Said appraisement reflects the following valuations: Real Estate 12---=-,_0_00_00_0 _ PersonaI P roperty-8~9r.,rl7'-:o5IoLl.....73....6------- Transfers _ Jointly Owned -- TotaI ----'-1"..Q)....",....7J--.,.5/.o1.J.....,.J-3......6 _ 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 nine (9)months (fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive; and twelve months when death occurred prior to December 22,1965)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...:...ce_mb---'-e_r---'7.....,e.-...=1:.-<.97-'-=1 _ DATE OF DEATH:September 27,1970 Note:This is not a bill. Signed _--'-D-'-OM=I_N-'-Ic...::C---'-'R...::...•...:...D.:....;eMARI=.:::..:==.A'-'--_ Title APPRAISER I ~~---------------------------------------, COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY (Initial) Estate of~D"",U",""NN~---"J~O""S""EP"'--"-!.H DATE OF DEATH 9-27-70 (Last Name)(First Name) REPORT OF INHERITANCE TAX APPRAISER FILE NO.63-70-974 I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of...!W.l!!A~S~H~I=N~G~TAO~N _ 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:December 7,1971 ~epINHERITANCEAXAPPR~ 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 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 101 751 36 101 751 36 VALUE AS REAPPRAISED $-------+-- FOR USE OF REGISTER ONLY Tax on $+-__2% Tax on $+-__6% Tax on $---------+---5% Tax on $10% Tax on $(15%~ Exemptions *- Total Estate ---4__ TOTAL TAX COMPUTATION OF TAX $-------4-- $-------+--- $--------+-- $-------4-- $--------+-- $..1-__ (*)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 $-----.J AMOUNT OF ESTATE TAX ASSESSED $-------lL- Estate tax paid $--IL- BALANCE DUE $----Jl- Add interest at rate of 6%from t= ------Ito-----$--------l. TOTAL TAX BALANCE $-----~ PAID $---l 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 (...No.AdminIstration IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF JOSEPH DUNN Deceased Late of .....VENETIA County of \~ASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ,If' ii .... ~DEPARTMEl\~T OF REVENUE ,./BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVM-JIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE p.e.c..e.mll.e.r .7."J9.71 . COUNTY ..WASHINGT.ON . FILE NO•..63.~.7~.g;4 . Whereas..JOSEPH..DUllli late of VE.NETlA . in the County of WJ\:~.~~.~g.1:9.~Commonwealth of Pennsylvania.having died on the ?7:t;,.h day of S.ept.enber 19 7..0..seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I P.QMlN.J.G.R.~D..e.NARIA 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 AppralsementDescriptionofAnetValuesMadeforInheritanceTaxPurposes $ REALTY: SEE COpy OF SCHEDULE "A"ATTACHED TO APPRAlAEMENT 12.000 00 PERSONAL: SEE COpy OF SCHEDUUI:"R",~ffi f::.PPj:)r.1'-;ft'Mft:1\1 ~Q.7t;1 ~f, total 101.71>1 'J,f, '\ form~;V;;:fhbl::::I:h~W~~'~a~o~er~~~~~tiS?~d>~??~ Appraiser·..············..·i;J~······..·············..·..(N~;;;b~~..·~d···St~~~·tj··· ..............................................................................::0.../......................Penna. ,ORt Offi"e) H ••WASH];NG.'!'ON....County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JOSEPH DUNNE Deceased. Late of ..VENETIA... Date of Death,9.~?7~.7Q......H •••••••••••••••••••••••• Appraisemei!t Docket Vol.,3.8 . Page,:I:9.f3.~?No..J/.?.~Z~.9J.4 . Filed in Register's Office,..P~.c..f!7 19..71. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.H.'..H H .. Wrote abo.ft!Appra-isement,. Appeal f1'Om Appraisement,H • Entered and charged,.. <; .. . • I ·--~, COOPER,SCHWARTZ,DIAMOND &REICH ATTORNEYS AT LAW SUITE 313 WASHINGTON TRUST BUILDING WASHINGTON.PA.15301 J ALEXANDER COOPER MELVIN SCHWARTZ GUSTAVE DIAMOND SAMUEL J.REICH SEYMOUR H.BRAUN AREA CODE 412 225-6164 343-8999 February 17,1972 PITTSBURGH OFFICE: SUITE 1331 FRICK BUILDING PITTSBURGH,PA.15219 AREA CODE 412 261-6511 RUSSELL MARINO,REGISTER OF WILLS Washington County Courthouse Washington,Pennsylvania 15301 Re:Estate of Joseph Dunn,Deceased 63-70-974 Will Book 110,page 559 Dear Mr.Marino: Enclosed herewith please find a copy of Form 706 Federal Estate Tax Return for your files.When the federal government sends us an estate closing letter,a copy will promptly be forwarded to your office. Thank you for your cooperation in this matter. SHB:GD/clu Enclosure R CC-49 (8-7 \)• COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION HARRISBURG,17127 PENNSYLVANIA ESTATE TAX DETERMINATION JJ, Date pb J..S 19 71.. Estate of:....'1os<"ph DU'"n11 Date of Death ~7/1 0 County LiJ()Sh IVl9fOh 38>109·2. Bureau File No.(,3 -70 ~CJ7i 1.Taxable estate per U.S.Estate Tax Return,~rm #706 N '~J.'J,j17!TJ... 2.Taxable estate per final change in Federal Return dated $__nL..!....!<O~,.,.L.:~=---__ $------- 3.Amount of credit for State death taxes. As shown on return form or final change notice ($110"'(..,) As verified by computation 4.Penna.Inheritance Tax due and/or paid 5.Normal Inheritance taxes paid to other States 6.Total Inheritance tax credits (4 +5) 7.Total liability for Penna.Estate Tax (3 -6) 8.Less:Previous payments on afc of Penna.Estate Tax Date of payment Amount of Tax paid Amount of Interest paid $,------$,------- 9.Balance of Penna.Estate Tax due (7 -8) 10.Interest due from to @6%per annum 11.Balance of Penna.Estate Tax and interest due as of _$===11~o=::!k~(.~= Prepared by ~i~'(N E) DfJr..sUPUS~ .(TITLE) (DATE)(TITLE)(NAME) ~lI-J:I.1H.lUi.Pt.<.!tpas('s jGe.".B.Gl~••r of e.o../of .;1....".00 To CoL<or,..,H<lAS@.,IS% l3"'EitL((,sT"J "6 R(s (cl"c-10 c.1..Q.{ltT''j Q9"",,, Reviewed and approved by _ AND AGENT OF THE COMMONWEALTH ~orm RC C·10 f "', OFFICE OF THE ;-t REGISTER OF WILLS OF WASHINGTON COUNTY 1D-~7r STATEMENT OF DEBTS AND DEDUCTIONS ."",,,,"'m·i;~,rl- THE SUM OF $ , , . S'-IO~7 v- DAT~.....;.,. ESTATE OF JOSEPH DUNN LATE OF __V.:-.=e:=.n:..::e::...t=i-=a:.L,-.;P;;...e=n:..:.n;.:;s::...y~l~v..::a;;;;:n.::.;l::.·.:::a _ COMMONWEALTH OF PENNSYLVANIA } COUNTY OF WASHINGTON SG: I,GUSTAVE DIAMOND,ESQUIRE DATE OF FILING APPRAISEMENT December 7,1971DAu OF DEATH September 27,1970 DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCMIliiIlt l'71 June 18 UNION NATIONAL BANK Safe Deposit Box rental 5 00 .T"no 1 A IR M '(IV ',F,M n Medical serviC'es 65 00 .Tnn""lR WF.g'T'PF,T\ThT puw./';J:{Win",1 1"10ro+-....iro 'Rill h LlA " Julv 7 KURTZ MONUMENT COMPANY Enqraviriqs 16 00 JnIv 17 PETERS TOWNSHIP Final sewaae bill Ie 04 COOPER,SCHWARTZ,DIAMOND Relmoursement of costs gpnr ?advanced --3 death1<...:'H cer ,L.~b ana one short certificate 8 00 COOPERh SCHWARTZ,DIAMOND Reimbursement of costs Nov 10 &REIC advanced --short certifica te copies and certified copy nT'uTi 1 1 10 nO Nov 10 MAE HF.RCEG Notarv fees 4 00 Nov 10 REGTsrrER OF WILLS Inventorv Filina fee 10 00 COOPER,SCHWARTZ,DIAMOND Relmbursement ot costs n"".....?&REICH advanced --certified copy of deed 7 50 1 72 Feb -1 REGISTER OF WILLS Account Filinq fee 23 00 Fph 1 REGISTER OF WILLS Short certificates 2 00 H'oh 1 ?1<...[..S ....;1<OF TJiTTT.T.C::Certi fied comT of will 7 50 ~O~~~~R SCHWARTZ,DIAMOND Counsel fees 5,500 00, .Tt"'IR1\T 0 T,..l::r1l.Fi r'l"roi "'....v TP"""300 00 ORg \All<I MI<:R ZNOY &ZEHEL Med;C'a 1 ~roOQ hOO 00 i IJlJ( - I I 13 60ch 85 HEREBY CERTIFY,THAT.TO THE BEllT OF MV KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES 0.- ADMINISTRATION SUBMITTED TO THE EST""TE OF JOS~EP.'UNN ..oEC~GE::f!-'AS DUCTIONli FOR INHERITANCE TAX PURPOSES.J .~?lr6 ~Av'~'"Ii ~~-(L.S.)UBSCRIBED BEFORE ME THIS _..,..Lwlr~_./~,~r -h1"i!;::o,;;~?-J.~~~!.--_----III 7-0<..-' MAE HERCEG Notary PUblic,Washington,Wash n on co. My Commission Expires July 14,1975 Form RC C·lO DEDUCTIONS ALLOWED IN ~ OFFICE OF THE REGISTER OF WILLS OF _....:W"'"'A=-==Sc.=H==I::.;:N~G==T'-=O:;.:N:.=.-_COUNTY STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF $_ DATE APPROVED . AND AGENT OF THE COMMONWEALTH Register of Wills,Ag.~t ESTATE OF __gOSEPH DUNN LATE OF __-.:V:..:E::;NE=~T~I:;;;;.A;;;.J'L-.P;:...:;;;;E~NN~S=-YL=V~A~N;...I_A _ DATE OF FILING APPRAISEMENT December 7,1971 DATE OF DEATH September 27 I 1970 DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH~" 19 I 0 (),...-I-lh BELL TELEPHONE Telephone 4 38 Oct./;.,e ....Sewaae 17 00 Oct.lh PRNN ....,IW 1<:I<Electricitv L 99 ct.16 COLUMBIA GAS Gas 5 24 Oct.-=In IWILSON FUNERAL HOME Funeral Bill L 747 50 No"3 WEST PENN POWER Eledricity 3 86 DF!C 26 COLUMBIA GAS Gas 20 14 Ipl""26 BELL TELEPHONE 'l9lephone 8 28 lec 26 WEST PENN POWER Electricity 1 32 ec.2h CITIZENS WATER COMPANY Water 7 68 19 1 .Trin 2 WEST PENN POWER Electricitv 5 57 Jan.?("()T IIVI K GAS Gas 19 23 .F..e:1?h BELL TELEPHONE Telephone 4 14 Feb.6 COLUMBIA GAS Gas 26 53 Fpb ?S PETERS TOWNSHIP Sewaqe 17 94 Feb.?I;(,()T,IIVIKIA ~ll..!=:Gas 27 71 M::>r 30 BELL '1'RT,Final Teleohone bill 4 14 Mr:lr -=In WF.!=:'1'PRNN POWF.R Electricitv 3 91 Mar.-=In I '/''':",....TAT7\"''I<'D Water 7 65 Mar.30 COLUMBIA GAS Final aas bill 10 22 q ~OOPER.SCHWARTZ $DIAMOND Reimbursement of costsJuneadvanced--.,+-o Rhorr -~;~~ificates I copiesI r:Ic,,;(",n ~."..... Observer-Reporter (legal-,"\~~v~....'-.Li:).L"'::l1 61;30 June 9 MELLON BANK Safe Deposit Box Rental h 00 .T"....o q R ll..~n.l\.1("()CK6 M D.Medical Services 10 00 o D D D COMMONWEALTH O~PENNSYLVANIA }SG' COUNTY OF Washlngton . I.GUSTAVE DIAMOND,ESQUIRE HEREBY CERTIFY.THAT.TO THE BEIIT OF FUNERAL EXPENSES AND EXPENSES OF DEdEASED,AS DEDUCTIONS FOR ~'L" MAE HERCEG Notary Public,Washington,Washi ton co. My Commission Expires July 14,1975 MY KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E SrATEMENT OF DEBTS, ADMINISTRATION SUBMITTED TO THE ESTATE OF JOSEEJ_H~.. INHERITANCE TAX PURPOSES.__~_-=-- /0 GJL OA';'a e ;;l.2J. " IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA. In the matter of :the Audit of Account filed in the Estate of 38-108-2 ---- ~7-70 Docket )0.00 of 'e,;h £:- \No....2nt....Qf_1910 ,Term,19_7_2,A.A. I )Deceased Dunn,Jo~eph TO THE AUDITING JUDGE: Enter my 'appearance for the Commonwealth of PennsylViania,claiming transfer inheritance tax in the above estate,as follows: ~:'appraised V1alue of Estate:Realty_________$~"()CJ 0 ..f)d'---__ Personalty_________________----------$----'F"'~f__97_.--,L1-,=S'"--..,L!~'----=.3=-~b""--_ 17 ' Additioll!al Assets per Account,Subjeot 'to Tax -------------------------------$_ Additionall Assets per Audit,Subject to 'I1ax ----------------------------------------------------------------------------$ GROSS VALUE ..$_---?-L---'Q<,1-..5'/-.3 (, CR. Debts and Expenses per Account;see Note Total Tax __ $----------- $-------- CALCULATION !-- $---- Clear Value ~~,.~_ Less Deductions _ Gross v:ailU€_ TOTAL DEDUCTIONS,$ 'Ilax· able at 2% NOTE:The following credits claimed in the Acco held not deductible 'as against the ta . TAX PAID ON ACCOUNT ):_--- >$-------:tlionaJ :'on'Expe.",pe,Audit ):_ ~~~~~~.,.---...-......tlA \ $------ $------- $------ $--- $ Less amount previously pa'id --------------$_ Balance $_y ~~_nJ~ Interest__yrs.~mos z...~ys @-.f...,,/o $-&-~~ TOTAL T~~;m r:'REST DUE ---~-----~Li-6 o.G& ~16Z_~C$4~cJ,(;C-:O-t 3£f ~"(C//Y7.u Y~~~~9£t-1..-_-------------------"'--------------=------ .."> No.,Term,19 __•A.A ESTATE OF Deceased PRAECIPE FOR APPEARANCE FOR COMMONWEALTH OF PENNSYLVANIA ~5 RCC-3 (1-69)' .....COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of May 28,1956,P.L.1757,and Act of June 15,1961,•·P.L.373,as amended)J Application is hereby filed for the approval of an exemption from Pennsylvania Transfer Inheritance Tax on the transfer of the property described below: 1.Bureau File #63-70-974 2.Date of Death September 27,1970 3.Date of Approval November lOth.1971 4.Name of Decedent Joseph Dunn 5.The Commonwealth's appraised value of the property for which an exemption is claimed is $$5,000.00 (Note:-Where the property is other than a specified amount of cash,the exemption cannot be approved until the value of the property has been established by appraisal by the Commonwealth,except in those cases where the amount of the gift or bequest represents a stated fractional or percentage portion of the entire estate or the entire residue.In those cases enter such fractional or percentage amount above). 6.Check the manner in which the transfer was effected and submit a copy of the document authorizing the transfer,unless such material has been previously filed. WILL X;DEED 0;TRUST INDENTURE 0;SURVIVORSHIP 0;OTHER 0; (If other,explain)_ 7.Correct Business Name and Address of Charitable Organization receiving property: NAME AMERICAN CANCER SOCIETY OF WASHINGTON COUNTY,PENNSYLVANIA ADDRESS _141 S.College Street,Wa$hington,Pennsylvania 15301 8.I w.H,.ha••he lafa,ma';aa ,an'alned he'eln I.,la .he ~f m,knowledge end belief,"ue and ,."ed. Signature of Appl icant ,L~~~~~,t;;J{~~~~~~~~~!d...------------------J BN RICHARDSON '10 GUSTAVE DIAMOND,ESQUIRE Address of Applicant 313 Washington Trust Building Washington,Pennsylvania 15301 OHi cial Title __---'E...x......e...c.....u....t..o.....r~Date_---=N:..:o~v.:....=e=-=m.:.::b::..;e::.;r=__.:.1::..;O"_','____=1:.:::9_'7_'1=___ This form must be completed in triplicote ond all three copies delivered to the Register of Wills for the County in which the decedent resided,or in which letters were issued for a non.resident decedent's estate.If the decedent was a non.resident of Pennsylvania and letters were not issued by a Pennsylvania Register of Wills,deliver all three copies to the Director,Bureau of County Collections, Penna.Department of Revenue,26 S.4th Street,Harrisburg,Pa. 00 not write below this line -For Official Use Only For the Secretary of Revenue (Signature of Register of Wills) Washington (County) November lOth.1971 (Date of Approval) dvf(/~tff Referred to Bureau Headquarters (Initials of Register of Wills) (County) (Date of Referral) MUST BE FILED IN TRIPLICATE Approved 0 For Secretary of Revenue Denied*0 (Authorized Si gnature) (Title) (Date of Action) *See reverse s ide for reasons ~ This section will be compl eted by Bureau Headquarters only when th~application for exemption has been denied. Date:_ The application for exemption contained on the face of this form has been denied because _ Note:Any party in interest,including the Commonwealth,aggrieved by this action may within sixty (60)days after the date of this notice exercise their rights of Protest,Notice,or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance and Estate Tax Acts. RCC-3 (1-69)' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of May 28,1956,PoLo 1757,and Act of June 15,1961, f PoL.373,as amended) 2.Date of Death 4.Name of Decedent Application is hereby filed for the approval of an exemption from Pennsylvania Transfer Inheritance Tax on the transfer of the property described below: 1.Bureau Fi Ie #__6_3_-_7_0_-_9_7_4__-'--_ 8Qptombor 2L.~1::!!.-9L70~_ 3.Da te of ApprovaI N_o_v_e_m_b:-e~r=____=1_0....:.t...::.h::..:.~1=_9::...:....7=_1 Joeoph Dunn 5.The Commonwealth's appraised value of the property for which an exemption is claimed is $$5,000.00 (Note:Where ·the property is other than a specified amount of cash,the exemption cannot be approved until the value of the property has been established by appraisal by the Commonwealth,except in those cases where the amount of the gift or bequest represents a stated fractional or percentage portion of the entire estate or the entire residue.In those cases enter such fractional or percentage amount above). 6.Check the manner in which the transfer was effected and submit a copy of the document authorizing the transfer,unless such material has been previously filed. WILL 1fl;DEED 0;TRUST INDENTURE 0;SURVIVORSHIP 0;OTHER 0; (If other,explain)_ 7.Correct Business Name and Address of Charitable Organization receiving property: NAME AMERICAN CANCER SOCIETY OF WASHISMON COUH'rY',PENNSYLVANIA ADDRESS 141 S.ColleiQ street,Washington,Pennsylvania 15301 8.I certify that the information contained herein is,to the be t of my knowledge and belief,true and correct. Signature of Applicant~~~~~~~~~~~;~;·~~.~~~~~._ 0lDl RICBARDSOliJ /0 GUSTAVE DIAMOND,ESQUIRE Address of Appl icant _-=------"3"-"1...,,3"--'W'-"a.""'8"""h=i-'-'ngt~""'o=n~T"-"r"-'\l~8:::.;t"'-'Bu=-"'i-"'1'-=d""in=91.-_ Waobington,Ponnaylvania 15301 OfficiaI T itle __--!El!!lXIl!l!Q_O~u!..!tleo~rlL-Date_---=.N:...:o:....:v:....:e=m=b-=e...::.r=----l=-=-O~,--=1:.:9:....7.:....1=-__ This form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent resided,or in which letters were issued .for a non.resident decedent's estate.If the decedent was a non.resident of Pennsylvania and letters were not issued by a Pennsylvania Register of Wi lis,deliver all three copies to the Director,Bureau of County Collections, Penna.Department of Revenue,26 S.4th Street,Harr;sburg,Pa. Do not write below this line·For Official Use Only For the Secretary of Revenue (Signature of Register of Wills) washington (County) November lOth.1971 (Date of Approval) Referred to Bureau Headquarters (Initials of Register of Wills) (County) (Date of Referral) MUST BE FILED IN TRIPLICATE Approved 0 For Secretary of Revenue Denied*0 (Authorized Signature) (Title) (Date of Action) *See reverse side for reasons , This section will be compl eted by Bureau Headquarters only when the application for exemption has been denied. Date:_ The application for exemption contained on the face of this form has been denied because _ Note:Any party in interest,including the Commonwealth,aggrieved by this action may within sixty (60)days after the date of this notice exercise their rights of Protest,Notice,or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance and Estate Tax Acts. RCC-3 (1-69) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of May 28,1956,P.~.1757,and Act of June 15,1961, ,P.L.373,as amended) Application is hereby filed for the approval of an exemption from Pennsylvania Transfer Inheritance Tax on the transfer of the property described below: 1.Bureau File #63-70-974 2.Date of Death September 27,1970 3.Date of Approval November 10th.1971 4.Name of Decedent Joseph Dunn 5.The Commonwealth's appraised value of the property for which an exemption is claimed is $$5,000.00 (Note:Where the property is other than a specified amount of cash,the exemption cannot be approved until the value of the property has been established by appraisal by the Commonwealth,except in those cases where the amount of the gift or bequest represents a stated fractional or percentage porti~n of the entire estate or the entire residue.In those cases enter such fractional or percentage amount above). 6.Check the manner in which the transfer was effected and submit a copy of the document authorizing the transfer,unless such material has been previously filed.' WILLX7;DEED 0;TRUST INDENTURE 0;SURVIVORSHIP 0;OTHER 0; (If other,explain)_ 7.Correct Business Name and Address of Charitable Organization receiving property: NAME_.;,a,TBE,g~·A-.M~AS.;J.JOIoof,lNI.'&..I.....C.............BwO~M.....E~_ ADDRESS _Elizabethtown,Pennsylvania 8.t of my knowledge and belief,true and correct. Address of Appl icant -~L~L.3_l1~s!lW:l9tem~:rl1S.t-...HlLUJ.(ll.~r------------~ Washington,Pennsylvania 15301 Official Title .I!oELOI:xll!eO!Jc...u.!6..!lt~oo!llr"___Date November 1 0,1971 This form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent resided,or in which letters were issued for a non.resident decedent's estate.If the decedent wos a non.resident of Pennsylvania and letters were not issued by a Pennsylvania Register of Wi lis,deliver all three copies to the Director,Bureau of County Collections, Penno.Department of Revenue,26 S.4th Street,Horrisburg,Pa. 00 not write below this line·For Official Use Only (Signature of Register of Wills) Washington (County) November 10th.1971 (Date of Approval) Referred to Bureau Headquarters (Initials of Register of Wills) (County) (Date of Referral) MUST BE FILED IN TRIPLICATE Approved 0 For Secretary of Revenue Denied*0 (Authori zed Si gnature) (Title) (Date of Action) *See reverse side for reasons This section will be compl eted by Bureau Headquarters only when th~application for exemption has been denied. Date:_ The application for exemption contained on the face of this form has been denied because _ Note:Any party in interest,including th~Commonwealth,aggrieved by this action may within sixty (60)days after the date of this notice exercise their rights of Protest,Notice,or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance and Estate Tax Acts. ,.• RCC-3 (1-69)' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLEcTIONS APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of May 28,1956,P.L.1757,and Act of June 15,1961,, ,P.L.373,as amended). Application is hereby filed for the approval of an exemption from Pennsylvania Transfer Inheritance Tax on -the transfer of the property described below: 1-Bureau Fi Ie #63-70-9'74 2.Date of Death Sopt:e1lsb3r 27,1970 3.Date of Approval November lOth.1971 4.Name of Decedent Joseph Dunn 5.the Commonwealth's appraised value of the property for which an exemption is claimed is $$5,000.00 (Note:Where the property is other than a specified amount of cash,the exemption cannot be approved until the value of the property has been established by appraisal by the Commonwealth,except in those cases where the amount of the gift or bequest represents a stated fractional or percentage portion'of the entire estate or the entire residue.In those cases enter such fractional or percentage amount above). 6.Check the manner in which the transfer was effected and submit a copy of the document authorizing the transfer,unless such material has been previously filed.. WILLX7;DEED 0;TRUST INDENTURE 0;SURVIVORSHIP 0;OTHER 0; (If other,explain}_ 7.Correct Business Name and Address of Charitable Organization receiving property: NAME 'rBE .MASONIC HOME ADDRESS Elizabethtown.Pennsylvania my knowledge and belief,true and correct. Signature of Applicant--.,"==:W e 0 GUSTAVE DIAMOND,ESQUIRE PER,SCHWARTZ,DIAMOND &REICH Address of Applicant 3oOh1.1""'3~WJCIauBHb~i...n~gt~~ou.<n~Tr~\...,8I:1.t-...8....u...i....1~d...1....n....,g...-_ Washington,Pennsylvania 15301 8.I certHy that the information contained herein i Official Title --'E""x'""""o'-"'c<.=u"-'t.~O=r=-Date November 1 0,1971 This form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent resided,or in which letters were issued for a non-resident decedent's estate.If the decedent was a non-resident of Pennsylvania and letters were not issued by a Pennsylvania Register of Wills,deliver all three copies to the Director,Bureau of County Collections, Penna.Department of Revenue,26 S.4th Street,Harrisburg,Pa. Do not write below this line -For Official Use Only Approve'For the Secretary of Revenue Referred to Bureau Headquarters Approved 0 t /)htfhwO For Secretary of Revenue Denied*0f. ~ (Signature of Register of Wills)(Initials of Register of Wills)(Authori zed Si gnature) Washington (County)(County)(Title) November lOth.1971 (Date of Approval)(Date of Referral)(Date of Action) *See reverse side for reasons MUST BE FILED IN TRIPLICATE This section will be compl eted by Bureau Headquarters only when the'application for exemption has been denied. Date:_ The application for exem·ption contained on the face of this form has been denied because _ Note:Any party in interest,including the Commonwealth,aggrieved by this action may within sixty (60)days after the date of this notice exercise their rights of Protest,Notice,or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance and Estate Tax Acts. RCC-3 (1-69)' COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS. APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of May 28,1956,p..L.1757,and Act of June 15,1961, P.L,,373,as amended) Application is hereby filed for the approval of an exemption from Pennsylvania.Transfer Inheri·tance Tax on the transfer of the property described below: 1.Bureau File #63-70-974 2.Date of Death September 27,1970 3.D~te of Appro'!aI November 10th.1971 4.Name of Decedent Joseph Dunn 5.The Commonwealth's appraised value of the property for which an exemption is claimed is $Residuary of estate (Note:Where the property is other than a specified amount ofcash,the exemption cannot be approved until the value of the property has been established by appraisal by the Commonwealth,except in those cases where the amount of the gift or bequest represents a stated fractional or percentage portion of the entire estate or the entire residue.In those cases enter such fractional or percentage amount above). 6.Check the manner in,which the transfer was effected and submit a copy of the document authorizing the tran~fer,unless such material has been'pre~iously ffled..',"".,.'.. ,'"-~..~., WILL tSC;DEED 0;TRUST INDENTURE 0;SURVIVORSHIP 0;,.OTHER 0;' (If other,explain)_ 7.Correct Business Name and Address of Charitable Organization receiving property: NAME CHTTnREN'S HOSPITAl,OF EITTSBURGH ADDR ESS--l~2~5-Du.t=e.:::;s.yol.l"t....o~S'_'ot..&.r....e~e~t...,,-.J:P~ilo-lt....t...s~bU-ll*'lrl.-I9~hL.4-'_Pl::Je=-nunuos-¥y....J.¥17.Qa""'nhLi..ClaL--.ll,..;.;5'""2....]~3;l_.__ 8.I certify that the information contained herein is,to the be of my knowledge and belief,true and correct. Signature of Appl icant ---,.,.c,~~~~~~~~~~~~~------------------ J HN RICHARDSON '/0 GUSTAVE DIAMOND,ESQUIRE Address of Appl icant __~...,O,.....O~P..,E'i'TR=1~S....CnoHw.,,*,",,1\R........T-;Zrl"hio'T"'i"?lD~I.....AM~0T'ND..............&"'""RE..---I_CH-----------313 Washington Trust Building Washington,Pennsylvania 15301 Official Title ----j:r::;"x~el4iC~u*'t_o~r;...._----------DateNovember 10,1971 This form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent resided,or in which letters were-issued for a non.resident decedent's estate.If the decedent was a non.resident of Pennsylvania and letters were not issued by a Pennsylvania Register of Wills,deliver all three copies to the Director,Bureau of County Collections, Penna.Deportment of Revenue,26 S.4th Street,Harrisburg,Pa. 00 not write below this line·For Official Use Only For the Secretary of Revenue (Signature of Register of Wills) Washington (County)November loth.1971 Referred to Bureau Headquarters (Initials of Register of Wills) (County) (Date of Referral) MUST BE FILED IN TRIPLICATE Approved 0 For Secretary of Revenue Denied*0 (Authorized Signature) (Title) (Date of Action) *See reverse side for reasons This section will be compl eted by Bureau Headquarters only when the application for exemption has been denied. Date:_ The application for exe';'ption contained on the face of this form has been denied because _ Note:Any party in interest,including the Commonwealth,aggrieved by this action may within sixty (60)days after the date of this notice exercise their rights of Protest,Notice,or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance and Estate Tax Acts. RCC-3 (1-69)' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX {Act of May 28,1956,P;L.1757,and Act of June 15,1961, P.L.37·3,as amended} Application is hereby filed for the approval of an exemption from Pennsylvania Transfer Inheritance Tax on the transfer of the property described below: 1.Bureau File #k 'J -70 -!''ZY 2.Date of Death Sept.amber 27,1970 3.Date.ofApprovol November 10th.1971 4.Name of Decedent Joseph Dunn 5.The Commonwealth's appraised value of the property for which an exemption is claimed is $Residuary of Qflt:QtO (Note:Where the property is other than a specified amount of cash,the exemption cannot be approved until the value of the property has been established by appraisal by the Commonwealth,except in those cases where the amount of the gift or bequest represents a stated fractional or percentage portion of the entire estate or the entire residue.In those cases enter such fractional or percentage amount above). 6.Check the manner in which the transfer was effected and submit ac;opy of the document authorizing the transfer,unless such m~terial has "beerl previously Hied,.",,,'.• WILL Li;DEED 0;TRUST INDENTURE 0;SURVIVORSHif'0;,'OTHER 0; (If other,explain)_ 7.Correct Business Name and Address of Charitable Organization receiving property: NAME caILDREN'S HOSPITAl,OP PITTSBURGH 8.I certify that the information contained herein is,to th ,est of my knowledge and belief,true and correct. Signature of Applicant~.==~::a~-...:-~:::L!~:a,~~~--------------------JoHN RICHARDSON c/o GUSTAVE DIAMOND,ESQUIRE Address of Applicant __--'iC...O,.....0rP-rE;r,R.,..,,;;:;t;oS;j-,C=HW:=-'.....:AR=-TZ_,........DTiIlrAM~OrrND;I-'t-.....&~RE.--I_CH_,~_313 Washington Trust Buil~1n9Washington,Pennsylvania 15301 OHi cia I Title -------.l~iItIX"'Oe'liiiQl_\;\1Ht:;cOiiJi::5r-----------Date November 1 0 ,1971 This form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent resided,or in which letters were issued for a non-resident decedent's estate.If the decedent was a non-resident of Pennsylvania and letters were not issued by a Pennsylvania Register of Wills,deliver all three copies to the Director,Bureau of County Collections, Penna.Deportment of Revenue,26 S.4th Street,Harrisburg,Pa. Do not write below this line·For Official Use Only Approved:For the Secretary of Revenue (Signature of Register of Wills) washington (County) November 10th.1971 (Date of Approval) Referred to Bureau Headquarters (Initials of Register of Wills) (County) (Date of Referral) MUST BE FILED IN TRIPLICATE Approved 0 For Secretary of Revenue Denied*0 (Authorized Signature) (Title) (Date of Action) *See reverse side for reasons This section will be compl eted by Bureau Headquarters only when the application for exemption has been denied. Date:_ The application for exemption contained on the face of this form has been denied because _ Note:Any party in interest,including the Commonwealth,aggrieved by this action may within sixty (60)days after the date of this notice exercise their rights of Protest,Notice,or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance and Estate Tax Acts. RCC-3 (1-69)' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS, APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX {Act of May 28,1956,P.L.1757,and Act of June 15,1961, ."P.L.~73,as amended}.. Application is hereby filed for the approval of an exemption from Pennsylvania Transfer Inheritance Taxon the transfer of the property described below: 1.Bureau File #-=-6-=-3_---'7_0'--_9.=......:...7-=4=--_ 2.Date of Death September 27,1920 3.Date of Approval .November 10th.1971 4.Name of Decedent 5.The Commonwealth's appraised value of the property for which an exemption is claimed is $.IIf$!..o2...0Wlo!Q'-'.~O..t.:.Ow-_ (Note:Where the property is other than a specified amount of cash,the exemption cannot be approved until the value of the property has been established by appraisal by the Commonwealth,except in those cases where the amount of the gift or bequest represents a stated fractional or percentage portion of the entire esta'te or the entire residue.In those cases enter such fractional or percentage amount above). 6.Check the manner in which the transfer was effected and submit a copy of the document authorizing the transfer,unless such ~aterial h'as be~n pre'viously filed."',',".'.','"..~ WILlJC;DEED 0;TRUST INDENTURE 0;SURVIVORSHIP 0;OTHER 0;.. (If other,explain}~_ 7.Correct Business Name and Address of Charitable Organization receiving property: NAME --;Nw''1'......-,1£...'""SJIOIIl\f-W~.IRO....Nlt----\C...2t'_1..._~'Ni+ARIbl'~Yr------------------------- ADDRESS 500 t'1Uah.1'Qg'ton 80:"1d,Pi ttab'1rgh..Ponnsylvnni ().1.5228 8.I 'e'tify that the ;nfa,matlan 'antalned he.eln I"ta the ~~my k:aWled'iand benef,twa and ,a"ed. Signature of Appl icant ---r-=¥-'-'=-'~~---'---~-::..:::.-=-="----'--=::-------------------RICHAaDSON GO~TAV.u.:Dll\l'101m,ESQUIRE PER,SCBtUTZ,DIAJ.IDnD &REICH Address of AppIicant -----:~3Hlf-!l3~Wr.a:rlor'T'il1l'rilf-l~lg......toM·;1'ln.---li'f"rr"t"uHG=-lt"'-i8!1lt1tt-i++ldN-+i'"n~9r----------- Waonlngton,POMsylvan ia 15301 Official Title __E......1!...c....C....1...d...::Q......r Date November 10,1971 This form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent resided,or in which letters were issued for a non.resident decedent's estate.If the decedent was a non.resident of Pennsylvonia and letters were not issued by a Pennsylvania Register of Wills,deliver all three copies to the Director,Bureau of County Collections, Penna.Department of Revenue,26 S.4th Street,Harrisburg,Po. Do not write below this line -For Official Use Only __A--\Prz;;;;;;:; (Signature of Register of Wills) Washington (County) November lOth.1971 Referred to Bureau Headquarters (Initials of Register of Wills) (County) (Date of Referral) MUST BE FILED IN TRIPLICATE Approved 0 For Secretary of Revenue Denied*0 (Authori zed Si gnature) (Title) (Date of Action) *See reverse side for reasons This section will be compl eted by Bureau Headquarters only when the cpplication for exemption has been denied. Date:_--:-_ - The application for exemption contained on the face of this form has been denied because _ Note:Any party in interest,including the Commonwoalth,aggrieved by this action may within sixty (60)days after the date of this notice exercise their rights of Protest,Notice,or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance and Estate Tax Acts. RCC-3 (1-69) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY C.QLl.ECTIONS APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of May 28,1956,P',L.1757,and Act of June 15,1961, P..L.373,·as am'ended).> Application is hereby filed for the approval of an exemption from Pennsylvania Transfer Inheritance Tax on the transfer"o(the property described below: 1.Bureau File #63-70-974 2.Date of Death September 27,1970 3..Date ,of App~oval'November 10th.1971 4.Name of Decedent Joseph Dunn ,,_.;,-..". 5.The Commonwealth's appraised value of the property for which an exemption is claimed is $""$'-'2.....",0""Ou.....O"'-"0'-_ (Note:Where the property is other than a specified amount of cash,the exemption cannot be approved until the value of the property has been established by appraisal by the Commonwealth,except in those cases where the amount of the gift or bequest represents a stated fractional or percentage po~tion of the entire estate or the entire residu~.In those cases enter such fractional or percentage amount above). 6.Check the ma~ner in which the transfer was effected and submit a copy of the document authorizing the transfer,unless such material kas;'bee~previously fjl;d:'";.'"",...', ~,.,.'. WIL~;DEED 0;TRUST INDENTURE 0;SURVIVORSHIP '0;OTHER 0; (If other,explain}_ 7.Correct Business Name and Address of Charitable Organization receiving property: NAME_~Mu.T_.--....a.LE""'"'_"B~A~N!U.OaN~C....E;;oj;M~EI:o;T.LJA~RI1.Y4_------------_ ADDRESS 509 Washington Road,Pittsburgh,Pennsylvania 15228 8.I <e,,;ly 'h.''h.;.f.,m.';••,••,.;••d h...;.;'.~.Imy :'.Wled~..d beU.I."••••d ,.".ct. Signature of Applicant _7"'-......,"-":.=::-'--__-'d{:........::....:::..'~"_____ ORN RICHARDSON c/o GUSTAVE DIAMOND,ESQUIRECOOPER,SCHWARTZ,DIAMmND &REICH Address of Applicant -----!3~1t-3q....-'liiWbQH:s::11't"11i-'1l'\'1t"l9-+t'"r'O'r'fI't"1-l'f'P1"r"t1Ul'1'lst"tto.....--1BRU..,...;.141-i'di-"ii-1n"t19!"f------------- Washington,Pennsylvania 15301 Official Title__E.....,x...e....C""'u~t...o...r~Date November 10,1971 This form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent resided,or in which letters were issued for a non-resident decedent's estate.If the decedent was a non-resident of Pennsylvania and letters were not issued by a Pennsylvania Register of Wills,deliver all three copies to the Director,Bureau of County Collections, Penna.Department of Revenue,26 S.4th Street,Harrisburg,Pa. Do not write below this line -For Official Use Only For the Secretary of Revenue (Signature of Register of Wills) .Washington (County) November lOth.1971 (Date of Approval) Referred to Bureau Headquarters (Initials of Register of Wills) (County) (Date of Referral) MUST BE FILED IN TRIPLICATE Approved 0 For Secretary of Revenue Denied*0 (Authori zed Si gnature) (Title) (Date of Action) *See reverse side for reasons ------------------------------------------, This section will be compl eted by Bureau Headquarters only when the application for exemption has been denied. Date:_ ;- The application for exemption contained on the face of this form has been denied because __~_ Note:Any party in interest,including the Commonwealth,aggrieved by this action may within sixty (60)days after the date of this notice exercise their rights of Protest,Notice,or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance and Estate Ta.x Acts. RCC-3 (1-69)' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of May 28,1956,P.L.1757,and Act of June 15,1961, P.L.373,«;Is amended) Application is hereby filed for the approval of an exemption from Pennsylvania Transfer Inheritance Tax on the transfer of the property described below: 1.Bureau Fi Ie #6.:::..3=----....:...7..:::0_--"9'---'7'---4=---_ 2.Da te of Death ----i:IBLCie'i'PJ.1;t~eUlm,g;bQJlOi;Ur~..2~7~/~1~9:l_7I_JOI.l__-_ November 10th.19713.Date ~f Approval --;--_ 4.Name of Decedent 5.The Commonwealth's appraised value of the property for which an exemption is claimed is $$5,000.00 (Note:Where the property is other than a specified amount of cash·,the exemption cannot be approved until the value of the property has been established by appraisal by the Commonwealth,except in those cases where the amount of the gift or bequest represents ·a stated fractional or percentage portion of the entire estate or the entire residue.In ·those cases enter such fractional or percentage amount above). 6.Check the manner in which the transfer was effected and submit ~copy of the document authorizing the transfer,unles.s such materi"al h~s been previously filed. WILL 4(;DEED 0;TRUST INDENTURE 0;SURVIVORSHIP 0;OTHER 0; (If other,explain)_ 7.Correct Business Name and Address of Charitable Organization receiving property: ADDRESS es E.Benu Stzeot,waobingtoft,Ponnsylvania 15301 8.I ,..tify 'he'the Infe'metlen ,"ntelned he.·n 1'~::::::Je end belief,'''e end '""0<'. JOD RICBARDSON C/O GUSTAVE DIAMOND,ESQUIRB Address of Applican COOPER,SCBWAR'i'Z.DIAMOND &REICH 313 Washington 'irus't Building Waohington,Ponnsylvania 15301 Official Title beoutor Date November 10,1971 This form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent resided,or in which letters were issued for a non-resident decedent's estate.If the decedent was a non.resident of Pennsylvania and letters were not issued by a Pennsylvania Register of Wills,deliver all three copies to the Director,Bureau of County Collections, Penna.Department of Revenue,26 S.4th Street,Harrisburg,Pa. 00 not write below this line -For Official Use Only-a:;;si::e Referred to Bureau Headquarters Approved 0 For Secretary of Revenue Denied*0 (Initials of Register of Wills)(Authori zed Si gnature)(Signature of Register of Wills) Washington (County)(County)(Title) November lOth.1971 (Date of Approval)(Date of Referral)(Date of Action) I *See reverse side for reasons-"'"MUST BE FILED IN TRIPLICATE This section will be compl eted by Bureau Headquarters only when the'application for exemption has been denied. Date:....,..._ The application for exe~ption contained on the face of this form has been denied because _ Note:Any party in interest,including the Commonwealth,aggrieved by this ~ction may within sixty (60)days after the date of this notice exercise their rights of Protest,Notice,or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance and Estate Tax Acts. RCC-3 (1-69'- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of May 28,1956,P.L.1757,and Act of June 15,1961, ,P,.L.373,as amended) Application is hereby filed for the approval of an exemption from Pennsylvania Transfer Inheritance Tax on the transfer of the property described below: 1.Bureau File #6_3_-_7_0_-_9_7_4 _ 2.Date of Death __--'SoL!e""pl:"-""t....e....m...b""e....r"--....247'--.1'--1.....9;;l-1.7......0'--_ 3.Date of Approva I,__N_o~v_e_rn_b_e--=r'-:----'1=-0_t_h_._l_9_7-,-1_ 4.Name of Decedent 5.The Commonwealth's appraised value of the property for which an exemption is claimed is $$5.000.00 (Note:Where the property is other than a specified amount of cash,the exemption cannot be approved until the value of the property has been established by appraisal by the Commonwealth,except in those cases where the amount of the gift Or bequest represents a stated fractional or percentage portion of the'entire estate or the entire residue.In those cases enter such fractional or percenta~amount above). 6.Check the manner in which the transfer was effected and submit a copy of th~document authorizing the transfer,unless such material has been previously filed... WILL N;DEED 0;TRUST INDENTURE 0;SURVIVORSHIP 0;OTHER 0; (If other,explain}~_ 7.Correct Business Name and Address of Charitable Organization receiving property: NAME SALVATION ARMY OF WASHINGTON COUNTY,PENNSYI,yANIA ADDRESS 65 E.Beau Street.,Washington,Pennsylvania 1530] 8.I certify that the information contained herein is,to the best f my knowledge and belief,true and correct. Signature of Applicant __-¥:d~~~~~~~£:!:.~~~~~~L.---------------_ RICHARDSON GUSTAVE DIAMOND,ESQUIRE Address of Applicant PER.SCHWARTZ.DIAMOND &REICH 313 Washington Trust Building Washington,Pennsylvania 15301 Official Title Executor Date November 10,19711J This form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent resided,or in which letters were issued for 0 non-resident decedent's estote.If the decedent was a non.resident of Pennsylvania and letters were not issued by a Pennsylvania Register of Wills,deliver all three copies to the Director,Bureau of County Collections, Penna.Department of Revenue,26 S.4th Street,Horrisburg,Po. Do not write below this line -For Official Use Only For the Secretary of Revenue (Signature of Register of Wills) Washington (County) November lOth.1971 (Date of Approval) Referred to Bureau Headquarters {Initials of Register of Wills} (County) (Date of Referral) MUST BE FILED IN TRIPLICATE Approved 0 For Secretary of Revenue Denied*0 (Authorized Signature) (Title) (Date of Action) *S'ee reverse side for reasons This section will be compl eted by Bureau Headquarters only when the'application for exemption has been denied. Date:_ The application for exemption contained on the face of this form has been denied because _ Note:Any party in interest,including the Commonwealth,aggrieved by this action may within sixty (60)days after the date of this notice exercise their rights of Protest,Notice,or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance and Estate Tax Acts. RCC-3 (1-691" COMMONWEALTH OF PENNSYLVANIA DEflARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of May 28,1956,P.L.1757,and Act of June 15,1961, .P.L:373,as'omended). Application is hereby filed for the approval of an exemption from Pennsylvania Transfer Inheritance Tax on the transfer of the property described below: 1.Bureau File #__6_3_-_7_0_-_9_7_4 _ 2.Date of Death __"'S,..e..p....t.....·embailHl4Wl"g.r_....2.....7~,'----'1.a.;9z-7~O~_ 3.Date of Approva I -,--_N_o_v_e_m_b_e_r_l_0_t_h_._1_9_7_1_ 4.Name of Decedent 5.The Commonwealth's appraised value of the property for which an exemption is claimed is $$$2_000.00 (Note:Where the property is other than a specified amounfof cash,the exemption cannot be approved until the value of the property has been established by appraisal by the Commonwealth,except in those cases where the amount of the gift or bequest represents a stated fractional or percentage porti'on of the entire e~tate or the entire residue.In those cases enter such fractional or percenta~amount above). 6.Check the manner in which the transfer was effected and submit a copy of the document authorizing the transfer,unless such material has been previously filed... WILLW;DEED 0;TRUST INDENTURE 0;SURVIVORSHIP 0;OTHER 0; (If other,explain)~_ 7.Correct Business Name and Address of Charitable Organization receiving property: NAME ST.DAVID'S EPISCOPAL CHURCH ADDRESS McMurray Road.U'enetia,",Pens:ulylvania 8.I certify that the information contained herein is,to the st of my knowledge and belief,true and correct. Signature of Applican~~~~~~-'~~~.~~~~~~_ JOHN RICHARDSONc/o GUSTAVE DIAMOND,ESQUIRE Add f A I · .COOPER,SCHWARTZ,DIAMQ,.D &REICH ress 0 pp Icant 313 ;lasbillgton Trant Bailding Washington,Pennsylvania 15301 Official Title -----,QE""x~e~cr"'~to'loW,.J:'----------DateNovember 1 0 ,1971 This form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent resided,or in which letters were issued for a non.resident decedent's estate.If the decedent was a non.resident af Pennsylvania and letters were not issued by a Pennsylvania Register of Wills,deliver all three copies to the Director,Bureau of County Collections, Penna.Department of Revenue,26 S.4th Street,Harrisburg,Pa. Do not write below this line·For Official Use Only 1;L:':;Z;:;;:;; (Signature of Register of Wills) VIa shington (County) November lOth.1971 Referred to Bureau Headquarters (Initials of Register of Wills) (County) (Date of Referral) MUST BE FILED IN TRIPLICATE Approved 0 For Secretary of Revenue Denied*0 (Authori zed Signature) (Title) (Date of Action) *See reverse side for reasons This section will be compl eted by Bureau Headquarters only when the application for exemption has been denied. Date:_ The application for exemption contained on'the face of this form has been denied because _ Note:Any party in interest,including the Commonwealth,aggrieved by this action may within sixty (60)days after the date of this notice exercise their rights of Protest,Notice,or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance and Estate Tax Acts. r r RCC-3 11-69r COMMONWEALTH OF PENNSYLVANIA DEf?ARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of May 28,1956,P.L.1757,and Act of June 15,1961, P.L.373,as amended) Application is hereby filed for the approval 1.Bureau File #63-70-974 of an exemption from Pennsylvania Transfer 2.Date of Death September 27,1970InheritanceTaxonthetransferoftheproperty described below:3.Date of Approva}November 10th.1971 4.Name of Decedent Joseph Dunn 5.The Commohwealth's appraised value of the property for which an exemption is claimed is $$$2,000.00 (Note:Where the property is other than a specified amount of cash,the exemption cannot be approved until the value of the property has been established by appraisal by the Commonwealth,except in those cases where the amount of the gift or bequest represents a stated fractional or percentage portion of the entire estate or the entire residue.In those cases enter such fractional or percentage amount above). 6.Check the manner in which the transfer was effected and submit a copy of the document authorizing the transfer,unless such material has been previously filed..'., WILLX7;DEED 0;TRUST INDENTURE 0;SURVIVORSHIP 0;OTHER 0; (If other,explain}_ 7.Correct Busihess Name and Address of Charitable Organization receiving property: NAME ST.DAVID'S EPISCOPAL CHURCH ADDR ESS McMurray Road,¥""e","n~e::..:t",,1.=-·""'a.L,--=P~e::.:!n'""n....""s..y-"'l"-'v'-'a"-'n"'-=i""a'---------------_ 8.I ",'H,'hat 'h,;ala'ma';aa ,aa'a;a,d h:e;a ;','a th~Aa~m,kaawl..J.e aad ben,f,'w'aad ,a",,,. Signature of Appl icant ---:~~~~L.t.~~~~~""~<~~~~'L------------------OHN RICHARDSON c/o GUSTAVE DIAMOND,ESQUIRE COOPERe SCHWARTZ,~IAMOND &REICH Address of Applicant 313 Washington Trust Building Washington,Pennsylvania 15301 Official Title ~EOoUlx.....e...,C_lwl....t...Q...rl....._Date November 10,1971 This form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent resided,or in which letters were issued for a non-resident decedent's estate.If the decedent was a non.resident of Pennsylvania and letters were not issued by a Pennsylvania Register of Wills,deliver all three copies to the Director,Bureau of County Collections, Penna.Department of Revenue,26 S.4th Street,Harrisburg,Po. Do not write below this line·For Official Use Only Referred to Bureau Headquarters Approved 0 For Secretary of Revenue Denied*0 (Signature of Register of Wills) Washington {Initials of Register of Wills}.(Authorized Si gnature) (County)November 10~h.1971 (County)(Title) (Date of Approval)(Date of Referral)(Date of Action) *See reverse side for reasons MUST BE FILED IN TRIPLICATE I l This sectian will be compl eted by Bureau Headquarters only whe~the application for exemption has been denied. Date:_ The application for exe";ption contained on the face of this form has been denied because _ Note:Any party in interest,including the Commonwealth,aggrieved by this action may within sixty (60)days after the date of this notice exercise their rights of Protest,Notice,or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance and Estate Tax Acts. r RCC-3 (1-691" COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX {Act of May 28,1956,P.L.1757,and Act of June 15,1961, ,P.L.373,as amended} --- Application is hereby filed for the approval 1.Bureau File #63-70-974 of an exemption from Pennsylvania Transfer 2.Date of Death Sept.ember 27,1970InheritanceTaxonthetransferoftheproperty described below:3.Date of Approval November 10th.1971 4.Name of Decedent Joseph Dunn 5.The Commonwealth's appraised value of the property for which an exemption is claimed is $$5,000.00 (Note:Where the property is other than a specified amounfof cash,the exemption cannot be approved until the value of the property has been established by appraisal by the Commonwealth,except in those cases where the amount of the gift or bequest representS a stated fractional or percentage portion of the entire estate or the entire residue.In those cases enter such fractional ar percentage amount above). 6.Check the manner in which the transfer was effected and submit a copy of the document authorizing the transfer,unless such material has been previously filed." WILLX7;DEED 0;TRUST INDENTURE 0;SURVIVORSHIP 0;OTHER 0; (If other,explain)~_ 7.Correct Business Name and Address of Charitable Organization receiving property: NAME __~-..:AMER==X=CAN~~RED~'___'!!!!CR~O=SS~____'O'""F"_____!w:~:A!!!L!S!!!!BI!!!O!..!!'!N~G'1'O~N!!!!.......CCO~.UN'.l'Y~"_""_'I,_.!I.P.lllllE!M1Ol........SYIl..._WOO'A~~'____ ADDR Ess __---:5~8~B=c.!:._._:C:::=h~G~r~ry~_=S~t~r~e~e~t=.!.,__:..:W.:::a~a~h~i~ngt~O~n:.:.L,-=P::...:!e~n~n~s~y~1~v~a~n!!..::i~a!.-..l!!15~3~OC!!!!1'---------- 8.I ,e"Hy that the I.fa,mat;a.,a.ta;.ed he':;n"to the be,~y k.aw~ed.e a.d/beHef.twe and ,""ect. Signature of Applicant --7"'=-,I-~-----''-L.<.....,~'-..::-::::...:;.-=~'-..::---------------------OHH RICHARDSONc/o GUSTAVE DIAMOND,ESQUIRE COOPER,SCHWARTZ,DIAMOND "REICH Address of Applicant~~~3~1~3~~~~~e~~~1~~~~~~~~~~~~~S~~~~~~~i~~~~1~~~~~~~~~~~~~~~ Washington,Pennsylvania 15301 OHi cia I Title __--JBiil.x6liOlell.cilUoAJt~olo.l!.&or Date Nov~mber 10,1971 This form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent resided,or in which letters were issued for a non.resident decedent's estate.If the decedent was a non.resident of Pennsylvania and letters were not issued by a Pennsylvania Register of Wi lis,deliver all three copies to the Director,Bureau of County Collections, Penna.Department of Revenue,26 S.4th Street,Harrisburg,Pa. Do not write below this line -For Official Use Only For the Secretary of Revenue (Signature of Register of Wills) Wa ahington (County) November lOth.1971 (Date of Approval) I 0---'(rI/fJJ/{~N 4- Referred to Bureau Headquarters (Initials of Register of Wills) (County) (Date of Referral) MUST BE FILED IN TRIPLICATE Approved 0 For Secretary of Revenue Denied*0 (Authorized Si gnature) (Title) (Date of Action) *See reverse side for reasons This section will be compl eted by Bureau Headquarters only when th(\application for exemption has been denied. Da,te:_ The application for exemption contained on the face of this form has been denied because _ Note:Any party in interest,including the Commonwealth,aggrieved by this action may within sixty (60)days after the date of this notice exercise their rights of Protest,Notice,or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance and Estate Tax Acts. RCC-3 (1-69" COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of May 28,1956,PoL.1757,and Act of June 15,1961, •0 PoLo '373,as amend~d) Application is hereby filed for the approval 1.Bureau Fi Ie #63-70-974 01 an exemption from Pennsylvania Transfer 2.Date of Death September 27,1970InheritanceTaxonthetransferoftheproperty described below:3.Date of Approval November 10th.1971 4.Name of Decedent Joseph Dunn 5.'the Commonwealth's appraised value of the property for which an exemption is claimed is $$5 /000.00 (Note:Where the property is other than a specified amount of cash,the exemption cannot be approved until the value of the property has been established by appraisal by the Commonwealth,except in those cases where the amount of the gift or bequest represents a 'stated fractional or percentage portion of the entire estate or the entire residue.In those cases enter such fractional or percentage amount above). 6.Check the rflanner in which the transfer was effected and submit a copy of the document authorizing the transfer,unless sllch material has been previously filed.,'., WILLX7;DEED 0;TRUST INDENTURE 0;SURVIVORSHIP 0;OTHER 0; (If other,explain}_ 7.Correct Business Name and Address of Charitable Organization receiving property: NAME AME==R=I=C=AN'-="'----'RE=D~C=R=O=S=S<___.:::O=F____'CWA~S~H~I=N=G_"=_T=ON:!:!.._C~O~UNT~"'_'Y"'-',l---..:!P'-:!:E=="NN~S"--"YL"-"=L!!V~AN~JA""___ ADDRESS __---.::5=-.c8=---.:E~.--::C:.=.h::.:e::.:r=.:r::...Y",--.=S-=t:.=r:...::e:.;e::.;t=..IL..-W.:..:.=a:.=s:=,:h:.=i::.=n.:.;g:;Lt=..o=..n::=.L1---=P-=e:.::n=n.:.;s::...y~l v-=-=a.:.;n:.::i,-,=a~1=5:::...3=0-=1,---_ 8.I ,",'Hy 'h.',he I.l.,m.'I••,••,.;.ed he'el ;',~ImY.k••",ed'i••d be (;el,'"e ••d ,.,,0<'. Signature of Appl icant -/>~¥::!::~:.--=-:...::::...:::~::~~~~~~~_ JOHN RICHARDSON c/o GUSTAVE DIAMOND,ESQUIRE COOPER,SCHWARTZ,DIAMOND &REICH Address of Applicant 313 Washington Trust Building Washington,Pennsylvania 15301 OHicial Title __---<E....x.......e....c....u....t...o.......r Date November 10,1971 This form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent resided,or in which letters were issued for a non.resident decedent's estate.If the decedent was a non.resident of Pennsylvania and letters were not issued by a Pennsylvania Register of Wills,deliver all three copies to the Director,Bureau of County Collections, Penna.Department of Revenue,26 S.4th Street,Harri sburg,Pa. (Signature of Register of Wills) Washington (Date of Approval) Do not write below this line·For Official Use Only Referred to Bureau Headquarters {Initials of Register of Wills} (County) (Date of Referral} MUST BE FILED IN TRIPLICATE Approved 0 For Secretary of Revenue Denied*0 (Authorized Signature) (Title) (Date of Action) *See reverse side for reasons This section will be compl eted by Bureau Headquarters only wh~n the ~pplication for exemption has been denied. Date:_ r The application for ex~mption contained on the face of this form has been denied because _ Note:Any party in interest,including the Commonwealth,aggrieved by this action may within sixty (60)days after the date of this notice exercise their rights of Protest,Notice,or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance and Estate Tax Acts. ,. r r RCC-48 (2-69) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS REQUEST FOR LEGAL ACTION Bureau File No. 3-70-974 TickJ.er (~9 Co.No.38-10e-2 J __....J'---~ln:.;n-.J....~R!o.;"""(....b4ll'{!u.r...5d~ou..~c!J.,nL-,residing ot 300 Church Center Rd.t·L...r·:.urri..:.y,Pron~. in \'J nhington County,is the EyecutQr of property formerly owned by _""J~o.....£....e....p~hLL-Du=""n~n,--,who died on 9-27-70 The attorney f~r the estate is Guat.~ve Dlcmond in \-Jcshington County. whose address is _ ~nohington Truct Dui:d1ng,~J~ohingtontPennn.15301 The above named _£...:::..x=e::..::c:...:u=.t.=....::.o:::;r:...-is in violation of the provisions of the Inheritance and Estate tax laws,'of the Commonwealth of Pennsylvania in the following respect: 1 -0 Failure to file an Inheritance Tax return on or before 2 -0 Failure to file a copy of the Federal Estate Tax return on or before _ 3 -IKJ Failure to file a copy of the Federal Final Letter. 4 -0 Failure to pay Pennsylvania Inheritance tax due in the amount of $ _ on__-'-_ I have made the following demands for compliance without results: Date of demand Name of person contacted Title-;:------R 8-13-76 Guatcve D~~ond At~y----"!..._-- 8-13-76 aubboe&caar~eon ~xec. before it became delinquent Method of contact A formal notice of demand was sent to the taxpayer by certified mail.This demand has been ignored.A copy ofthis notice together with the certified mail return receipt is attached hereto. I recommend that the following legal action be taken to compel compliance: 1 -0 A lien be filed with the local Prothonotary against real estate owned by the decedent. 2 -~A petition for citation be filed in the local court. 3 -0 A civil complaint be filed in the local lower court. Additional remarks:ti...a ..110-559-1830 Letters were -taken out on 10-6-70.The Executor is stil.L alive and living at the sc.:me i,ddress. 11-18-76 (Date)(Si gnature) Chief Appr}l1ser 11 (TitlY RCC-46 (4-74) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION RECOMMENDATION OF THE DEPARTMENT OF REVENUE TO COMPROMISE 'OR WRITE·OFF TAX CLAIM J Tickler #69 Washington COUNTY Estate of Joseph Dunn County File No.38-108-2 Bur.Fi Ie No.63-70-974 Date of death 9-27-70 Date of filing of Appraisement _ Name and Address of Attorney Gustave Diamond Washington,Penna. Name and Address of Personal Representative John Richardson McMurray,Penna. Date on which current and active lien was last filed_N....:o:...:n~e=-_ Action initiated by Harold A.Smith (NAME) Chief Appraiser II (TITLE) 2-1-77 (DATE) Real Estate _ Personal Property _ Transfers _ Gross Estate _ Debts &Deductions _ Clear Value _ Tax Assessed _ Tax Paid _ Baldnce of Tax Due _ Interest to Date ----:_--:-_ Tota I Amount Due ""-"--=-.=t~_..----'_ It is hereby recommended that the inheritance tax record in the above estate be adjusted as follows:_ Waive Filing of the United States Federal Estate Tax Return form 706 and Federal Closing Letter that this case be marked closed. A proper investigation has disclosed:Enforcement under directive 5 has been pursued for failure to file a copy of the Federal form 706 and federal estate tax Closing Letter.Since we do not have a copy of the F.F.~.to provide evidence to the Court that a Federal Return had in fact been filed we cannot pursue with a citation action in this case. It is there fore recommended that this case be marked closed. (ATTACH ADDITIONAL SHEET IF NECESSARY) Date 2-1-77 Investi gated by _H--=a=.r-=;o.:::l:::d~A~·;,,:,::;r7-----;;C-=h:.:.:1.=:·e=f-=A~.Ji::..=.r~a=i:.:s:..:e:..:r=----I_I -=2:....--=1=--_7-=-7.:.-_ (NAME)(TITLE)(DATE) £/ Approval recommended by -~..JJ--AJ.~~::""-----=--=-------~~ FEB 1 t,\911 Approval RecaC\;;~~,-0Q f~T;{l Signed /'1'-.....'/( FOf11 B,REA~OF COUNTY COLLECTION'S VDEPARTMENT OF REVENUE ....... ".,,.:,r' L ...-._.0 ..:.,.. '...)" LAST WILL AND TESTl\J1ENT .'.1 to be my Last Will and Testament,hereby revoking any Will or sound mind and .memory,do hereby make,publish a;:1d declare this County of Washington and Commonwealth of Pennsylvania,being of I,JOSEPH DUNN,of the Township of Peters,.-." (. Wills heretofore made by me. FIRST:. I direct that all my just debts and ·1 .funeral expenses be·fully paid and satisfied,as soon as convenien-tly 1ri, ! may be,after my decease. . i. estate,the net proceeds l'. my estate,to be distribut dI ·SECOND:I direct my Executor,hereinafter named and all real estate .of Which...I at ~uch time ~r times and for such conSiderationJ as my Executor,in his sole discretion,shall I deem to be for the best interests of my therefrom,tog-ether with the balance of as hereinafter set forth. THIRD:.1 give and bequeath unto the SALVATION ARMY OF WASHING/rON COUNTY t Washington,Pennsylvania,the sum of FIVE THOUSAND AND 00/100 DOLLARS ($5,000.00)and,in addition, all of my household goods and appliances in my horne,presently located at 162 Judith Drive,Venetia,Pennsylvania. FOURTH:I give and bequeath unto the AMERICAN CANCER SOCIETY OF WASHINGTON COUNTY,Washington,Penns'ilvanio, the.sum of FIVE THOUSAND.AND 00/100 DOLLARS ($5,000.'00)•. .FIFTH:I give and bequeath.unto THE MASONIC HOHE,at Blizab(~thtown,Pennsylvania,the sum of FIVE THOUSAND AND OO/IOO DOLLl\RS ($5,000.00). I,!l ..-..., 'f SIXTH:I give and bequeath unto the AMERICA RED CROSS OF WASHINGTON COUNTY,Washington,Pennsylvania,the sum of FIVE THOUSAND AND 00/100 DOLLARS ($5;000.00). SEVENTH:!give and bequeath unto ST.DAVID'S EPISCOPAL CHURCH,McMurray Road,Peters Township,Washington· County,Pennsylvania,the sum of TWO THOUSAND AND 00/100 DOLLARS ($2,OOO.00). EIGHTH:I give and bequeath '.lnto the MT. LEBANON CEMETERY,Mt.Lebanon,Pennsylvania,for the maintenance I I I I give and bequeath unto my friend I give and bequeath unto my friend, TENTH: NINTH: neighbor,JOHN REDEKER,who now resides on Judith Drive, Venetia,Pennsylvania,the sUm'of ONE THOUSAND AND 00/100 DOLLARS :.I ($1,000.00).However,if he should predecease me,then I give and! bequeath the said sum unto his widow. 00/100 DOLLARS ($200.00).. of the graves of myself and my wife,the sum of TWO HUNDRED AND MYRTLE ELCESSOR,the sum of ONE THOUSAND AND 00/).00 DOLLARS ($1,000.00). ;-j .; I !.... !.1ri1 ,. 1 j .1~ 1 ELEVENTH:I give and bequeath unto my friends JOHN RICHARDSON and his wife,l~RGARET C.RICHARDSON,who now reside at 300 Center Church RoaLl,Peters Township,Washington County,Pennsylvania,the sum of ONE THOUSAND AND 00/100 DOLLARS ($1,000.00).However,if either shall predecease me,then I give and bequeath the said sum to the survivor. -2-- .,' - II ., .f TWELFTH:All the rest,residue and remainder of my estate,re~l,personal and mixed,of whatsoever ·natureand wheresoever the same may be situate,I give,,devise and bequeath unto theCHILDREN'S HOSPITAL OF PITTSBURGH,Pittsburgh,Allegheny County,Pennsylvania. j 1 "I:'II l THIRTEENTH:I direct my Executor,hereinafter named,to payout of the principal of my residuary estate,all Federal Estate,State Inheritance,or Estate and Succession Taxes imposed upon or with respect to my estate,and that no·such taxesI or any portion thereof so paid shall be collected from or paid by. '."I any other person by way of reimbursement,proration,apportionme:"t i or otherwise. in the event that my said friend,JOHN RICHARDSON,should fail Last Will and Testament,to serve without bond. my friend,JOHN RICHARDSON,to be the Executor of this my Last day of July,in I hereby name,constitute and appoiriLA.STLY: ,b bl 'II't E'f t".l..I'to surV1.ve me or e una eor unw1.1.ngo serve as xecutor 0 i my Last Will and Testament,I then name,constitute and appoint .IN WITNESS WHEREOF,I,JOSEPH DUNN,have hereunto set my hand and seal this 7 X./.y.:..-,...---- his wife,MARGARET C.RICHARDSON,to be the Executor of this my j I!Will and Testament,to serve without bond;·provided,however,.thut I I!III! j i the year of our Lord,One Thousand Nine Hundred and Seventy {IS";" -.."'-""~.'_. .4'...._ 'f iI ! :\ I II i 1 i I! ., II1 Signed,sealed,published and .declared by . JOSEPH DUNN,the Testator above named,as and for his Last Will ,and Testament,in the presence of us,.who at his request,in his presence and in the presence o£each other~have hereunto subscribed our names as witnesses hereto. Address:·4,-/·J1/"?z ~~'4//"/("7 ,..;.:0........-_.-.p-'. J 5 6 .1.'..C '"',' 5 o 0 6 5 o 0 6 4 8 1 6 o 0 1 0 o 4 8 o 0 1 0 6 0 4 o 0 1 0 o 0 7 5 0 2 :3 o 0 2 o 0 750 5 5 0 o 0 0 5 :3 0 000 6 0 o 0 0 4 :3 8 1 7 0 0 199 524 1 7 4 8 5 0 :3 8 6 2 o 1 4 8 2 8 1 :3 2 768 557 1 9 2 :3 414 2 6 5 :3 1 7 9 4 2 7 7 1 4,1 4 :3 9 1 765 1 022 6 5 :3 0 6 0 0 1 o 0 0 1 :3 6 0 1 8 5 * i\fti~autt ®f 1£xrrutnr OOr l\llwtntntratnr .U ~.. etntr of l!lrltltH!llll41ltttt.[.55: aloUltt!}of ma!il~tltgtolt \ Personally before me,the undersigned authority,a ::::::..2..';.·.,,:;;.,..::.l.i..:::..in and for said Count)'and State,appeared J.O..au lUCll.i\F.DZOli who,being duly s\vornaccording'to law,deposes and says that he is the executor or administrator of the estate of ..............................J.c.S~1?.u ..DUm;,~deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of...J.QSU?H llU~~, 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 stateC\by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon II just appraisement of each item made by the above named Executor ~'\,/./.,. '"e "'r;1 \/'/j:/..1 "ttl \.,/L1 day.;.,.u.,:;,~~.~;e~~..~f.;.~.~~..~.~~~.~7..J.=.~..thlS"'~'to J'1:~~:..41.!k:.:<;;,:~.~?::::::J::.~"!:;...j//;--:/,..._:.L~~--~~./ /.Executor-M~t";O.~....w:.......~.:",'ll".~.'f.l".......M......,'t'''.,./f.''''''''.r::..-·,'''1,..,........\"...''"'·M''''...·~..·l''"'+.·""'0 JOHN RI"'U'l\on "'ON....ll -...J~-../~..--..~,i;:,,_.J ,."_",,",,,,_lff~~"'ia•.!a'1o"~.i..J..lbv ''W';~~~.:';J \.-1::6 ·;;~;:.,!.'.~)"~rJ-;:'1,~;;~?.lro"':ADDITIONAL INSTRUCTIONS U ";,J,.ti ••••.II .;.).;,) 1.An inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3,1 Original=and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10.,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- 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 ---;:-;"';'" ./,'~ j' I I .1JutJtutnry au~.i\pprai5tmtut of the goods and chattels,rights and .r;.redits which were of J.O.cE..2H nm.TN Jate of ~ene.tia"'.Henn.,a¥Ml¥:aIJ.j..a 15.367...Washington County,Pa.,taken and made in conformity with the abcroe affidavit. CENTS 1.JUSCEIk111ECUS CASH 2.SAVI!lGS ACCOUHT ~H..~L.L01~NATIONAL BAiX·,1(# Peters Tcwnshi~Ofiice No.6~-141 3.,sAVINGS ACCOUNT --FIRST FEDER.lU.5.1\VINSS &LOAN of Pittsburgh,No.08-01-4099 4.SAVINGS ACCOUNT -FIRST NA'l'IONAL BANK. Castle Shannon,Pennsylvania No.~347 5.SAVINGS ACCOUNT -P:I11TSBURGH NATIONAL B2\NK, Fifth Avenue Office,No.25021 6.CHECKING ACCOON'l'-Mellon National Bank, No.240-8528 7.METROPOLI'.r~'"LIFE :INSURANCE POLICY,No.47-967-089 -- Proceeds payable to Estate 8~ACACIA MUTUAL LIFE INSURANCE POLICY,lio.108674-3 Proceeds payable to Estate 9.VNZON LABOR LIFE INSURANCE POLICIES,No.GIlliland :Ro.Gl194,$5,000.00 each -Proceeds payable to Estate 10.ELECTlUCALWORKERS BENEPIT ASSOCIATION CERTI!'ICA'l'B No.35453 11.ELECTRICALCON'rltl\CTORS ASSOCIATION PENSION BEl'lEF.I'1' Check for the month ofSepternber.197<': 12.ORE (1)SERIES E $500.00 UNITED STAmSSAV:;C1GS BOND -Date of Dc?ath value 13.mxRTEEN (13)SERIES E $100.00 UNITEDSTATBS SAVINGS BONDS -Date of Death value 14.EIGHTY-EIGHT (138)SERIES E ~50.00 UNITEDSTA'1'ES SAVINGS PA>NDS -Date of Death value ·15.HOUSE AND LO'J.',Peters ~o",mship,Washington County. Deed Book Volum~344 page 307,1970 assessment $3,60~.PO .-:",FAIf..~1\RKET VALUE II.,8&.00 ~3,285.60 0,701. 0,677.0.....!.: 3,969.Ii 200.1 0,000.00 1,250.00 50.00 882.00 2,247.72 7,814.98, 12 000 00 01 751.,3§.... l~.----, r"T.J J c- ('3 -(' u .".,.1 _ 2 :;---.-- 1 r -;,")"..-.J --.--'v,",...,7 ;'"-J ,I .0 V,~('r ).5 S.L -..--' ;::,5 ~8 .'C 7.J 2 ",...61'"v "?5 .84_i "r,r -r" .7 )J .C 'J-).. 5 0 .00 ')i 2 .C JJV..,?"7 .72(j "-• 7,J ,4 0'"-.-u,r ~~,i ,S.l --.•-.-.,r '.7 ~1 -, .l -.L _0'j I