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HomeMy WebLinkAboutOC1971-1023 - ESTATE OF DICKERMAN.6.J //_·, /t::i..&--.5 l\ffi~auit ®f ·1£xrrutnr · ®r i\bmiuiatrutnr .· " ~tate nf J~urt.aylttatti.a }; ~.a: · · / ~ 7 ~ · ' · C!!nuuty nf ~ . · . . . ~~~ . . . ' Personally before nie, the undersign~d authority, a ________ .not.ar.y. .. pnbli.c. ______ in and for said C .·. . d. STEPHEN J. EVERS JR. Assistant Trust Offi oer of. ounty and State, appeare THE-·UNTON-·N:ATIOifk·"B~--oF"-PITTSBURGH ________ .:wrrO", oemg duly sworn according to law, deposes and says that he is the executor or~ of the es- tate of ... :£HO.EBE. .. E-.. .. DI.CKEB.MA!'}f------------------deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of P.RQE.e.E .. ""E.t...lUQKERMAN .. , deceaseq, except real estate outside the Commonwealth .of Pennsylvania; that the figures opposite each item of real and personal e~tate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date ~f JP.e decedent's death, based upon a just appraisement of ea~h ite~. made by the above nam:_d rcutor. . ~· - day O Sfworn and subscribed be 1 f 9 ore me this ........................ } .............................................. : ............................................. . · ·· ··· ··· ············ ···· ··· ··· ··· ·· ····· ··· ·· ··· ···~ Executor-Administrator ······································································.:,~;;;0~~~!*..frJ -, ll.H~~"Y~~r~~;,; 4 ~ A!lP,I1:!C?l'{~lrSTRUCTIONS 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- . eluding Copy of Will and copy of Federal Estate Tax Return. . . REFERENCE~o;~l}DDITIONAL COPY .. . Ac~ of 1947. P.U~!--'Eec. 5.2, 72 P~S. 4844.2 ~a~uurutnry nub 1\pprai.atmtut of the goods and chattels, rights and credits which · were of .PHOEBE .. "E •... DI.CKERMM'l., ... P.~G.~?.§.~Q. ........... late of .?.Q9. .. J.~f.+.~r.~9.~ ... ~tr.~.E?.h ... ~4~1!!-Y., .......... . Washington County, Pa., taken and made in conformity with the above affidavit. DOLLARS CENTS See Attached Sched~le 100,225 06 J t . I <.11 . ' '',1~ •. ~ .• ~\:\•:! 1,, ..... \0 .. ~ ; t,.:l . . :" ~ I (o :t:l :co :Q :co :Ill :(Jl :co ;P. ~ .... . ~ .... : ~ ~ ., ~ \ .... '"'i c. -t ::t: "'=! tt1 " tt1 ~ ~ (I) '"'i ~ ~ "'::!- '"'i ~ tt1 ~-... 0 ~ "rj . \ ., ~ \' .... :\.:.. I ' I ~it7::~~1 , .. t ..... f:t .-. •. ,;. '·~~\-;...~:(..~·~~~:: : ... ,.:~}~ .. ~(-::; ~:1~~~f·~:;;;~ t:;;:f...;1.~!.'f.3 ----------~~----------------------- t i INVENTORY of all real and personal estate of PHOEBE E. DICKERMAN; Deceased, late of 206 Jefferson Street, Midway, Washington Countr, Pennsylvania.· PERSONAL ESTATE. SCHEDULE Cash Firat Federal Savings & Loan Association of Pittsburgh Savings account # 02 01 23992 Mellon National Bank, Main Office Savings account # 43486 ·Special Passbook account # 001 $00507 Pittsburgh Home savings & Loan Association ~vi~s account # 39.761 Pittsburgh National Bank, McDonald Office Savings account # 81-1990421 The Union National Bank of Pittsburgh, McDonald Office Savings account # 730134764 Blue Cross of Chicago Illinois ·Refund of Unearned Premium Cash found in Safe Deposit Box Allstate Automobile Insurance Refund of unused Premium $2,000 f/v Dollar Savings Bank, Oliver Building Office Deferred Income Certificate of Deposit dated 7-30-70 due 7-30-72 @ 100 accrued interest to 9-29-71 $1,000 f/v Mellon National Bank & Trust Company, Main Office · 5% Savings Certificate dated 12-16-70 due 12-16-71 @ 100 ·· accrued interest from 6-30-71 to 9~29-71· The King's College, Incorporated annuity and Eond Contract Annual annuity interest paid to 9-3-71 . . . . Bankers Mu1 tiple Line · Insurance Company Refund of unearned premium on policy # 692044798 .. $ ·3~'283.90 ,- 2,822.65 6,065.26 1,159.93 81.40 6,531. 72 15.30 30o •. oo 2,000.00 121.80 1,000.00 12.47 30.57 2.59 .·.- Stocks 12 share~ American Home Products Corporation $2.00 Convertible Preferred @ 120 7/16 dividend of record 9-14-71 138 shBres ·Bullock Fund, Limited capital @ 15.05 32 shares Central & South West Corporation common @ 42 3/4 . 6 shares The Chase Manhattan Corporation capital @ 51 1/16 1,058 shares·Commonwealth Edison Company · common @ 35 1/4 . dividend of ex date 9-16-71 110 shares Duquesne Light Company common @ 22 3/8 dividend of record 9-3-71 42 shares General MOtors Corporation common @ 89 9/16 12 shares Kentucky Utilities Company 4 3/4% Preferred @ 66 1/2 · · 20 shares Madison Fund, Incorporated common @ 15 1/16 429 shares Northern Illinois Gas Company common @ 27 11/16 Bonds dividend of ex date 9-16-71 35 shares Northern Illinois Gas Company $1.90 Convertible Preferred @ 29 1/2 dividend of ex date 9-16-71 7 shares Reynolds Metals Company 41/2% Second Preferred·@ 641/4 88 shares Wellington Fund common @ 11.40 Net investment income distribution dated 9-30-71 received as stockholder of r.ecord .8-30-71 10 shares Westinghouse Electric Corporation common @ 94 15/16 $ 100 f/v United States Treasury Bond Series 11:8:" dated 8-1-49 due 8-1-59 $ 1,445.25 6.00 2,076.90 1,368.00 306~38 37,294.50 581.90 2,461.25 45.65 3,467.63 798.00 301.25 11,877.94 190.91 1,032.50 16.63 449.75 1,003.20 9.68 . 949.38 163.28 .1 --------~-"--~-------~---------------------,. Bonds (Continued) $1,000 f/v United States Treasury Bond Series "E" dated 7-1-69 due 5-1-75 $ 500 f/v United States Savings Bond Series· ''H" dated 11-1-53 due 7-1-63 $ 100 f/v United States. Savings Note dated 7-1-69 due 1-1~74 @ 88.12 $1,000 p/v United States 7% Treasury Note Series ''D" -1975 dated 8-15-71 due 11-15~75 @ 104 interest from8-15-71. to 9-29-71· $1; 000 p/v United States 5 3/4% Treasury Notes Series "A" -1975 · dated ·2-15-68 due 2-15-75 ® 99 25/32 in~e~est from 8-15-71. to 9-29-71 · ' . $1,500 p/v Christian & Missionary Alliance Foundation, Incorporated, First MOrtgage Sinking Fund Debenture 7% dated 3-1"5':"'67 due 9-:-15:-72 @ 100 interest 3-15-71 to 9~15-71 interest 9-15-71 to 9-29-71 $1,000 p/v Christian & Missionary Alliance Fotindation, Incorporated, First MOrtgage Sinking Fund Debenture· 7% . . · dated 3-15-67 due .3-15-75 ® 98 1/2 interest 3-15-71 to 9-15-71 interest 9-15-71 to 9-29-71 $1,000 p/v Winchester North, Incorporated 8.4% Convertible Subordin~ted Debenture dated 12-17•69 due 12-1-94 @ 100 interest 9-1-71 to 9-29-71 · Miscellaneous ·' 1971 Chrysler Sedan One lot miscellaneous household goods (David J. Wack, appraiser) · $ 816.00 500~00 88.12 1,040.00 8.56 997.81 7.03 1,500.00' 52.50 4.08 985.00 35.00 2.72 1,000.00 6.77 2,875.00 956 •. 50 $100;225.06 ~\ ""'-' I I. wi:.'ESTATE SC:mDtJLE . REAL ESTATE IN. PENNSILV ANIA . ' . ~OF REAL FSi'A~ OUTSl:DE ; THE. C(J.MM)NWEALTH OF PmNSlLV ANIA l. • -('a :.~ ,,.... None None · Cof?f · ,i:f 'j-~ i~B~i!_ /:, ~ •.r t I t' "'~··· It ,. i l I ·.t;.f.'!, g;,~.t:) ·"""~~' uli4<c' :) ., . ·' . ~ ·-------------------------------------.--- I'"~ . ; •,o • .'· :. :. ... (~~~t~~~ID· ~:1~0111~1~· ~. ~~'"$~~~-&~ ~· <;I;>' tVllR A: NEWTON, NOTIIRY PUBLIC !'!TISBURGH. ALLEGHENY COUNTY . ~y cu:,·:i/~~;)iON EXPIRE$ F~B. 2i. 1972 .... - ·r ·'1~ ·~ .~ .. . . .· ,., '-'·~-'""'"'" ·~O·V .,, I il -~---------~-----------------------------.--- ,•. ~~t~~~l!~ } ... ;!:!.r:~1~~& ~;~ ::~:~a.~P.· .... ,•, <•<!.·'"· ""-"'""'t!'l!•"' nr<•~,y,~"'i~ .. ~'l'\·r.;>;> ~-;~u-~ :'-''...i.r);.ii,iJ;.'tf-0 ~·..SC.:4fr•~._,~i>-G,.'p!" A~1cl:i:t~(}llf~ ~ 11\:Jols ~~1 ~·t&..nd 1-&..li~i, ttl-r:J tl·~~~r(:l G~.::;. v~l t,op w/ :?-tvc~t:5 t or~·D i!,d.{1Ct;~ll:;:..~:a~.{:flSS lo-t 0 co:>r.ttaia'l:ad .in t~ta:tl.t~ire. l)c~·~;k·c:~gt.e-) ... ·· )cOO "00 .:t;.o ,. )I .. ·2' ~ .. Q ?!-j . ... I. .0 :<. . . . . ·~ . \ . 'i'alcvi~,i&n e\:}t-s .. t>~~.O"i\)-a ·-or, ·!~o·nsole m0%l~l~~· hl&GkAihit~:t ( Qld~r »t~"ld,0l,!) d~}SU~t t;t.'Ot'k} .. , iH.rt1llr.;.rof.ll1~ ~~v .. ~v.a · {6 pcq} 0 ·F~'"~:itwoc-d$ ~o.tnprl$1:~~ ·:~~:~ :~1\f! ~ .s:tld·~; { 3 j ·)hair.l11 li' op;g;n w.:t~·In ( 1} ; ehai.:r; th-il0{:!:~.f:trr~'i>ltt.~ ~ "~a1 l~lt~s.s dc~'i)t' art. 'to-p 9 t.plt"0e ~)W~~1J .. · ar.·tti:-t(~r·s -~~n\1 t-wo· pa~1tr~l.. doo1"s at, bott.o.."a J~\!.{~$ ~i.e~-;.~-:~;:,g t. ~m;;~J .. !. lot} ·i · ~-~$ •. s.c~J~.l41na.ous. ~hi.~~~~ f. s1:;:;al..'t lotJ; 0o¥'cr·ed tt~.r.c.~~ ~ · l 711at'f:·S { 6) .~ 'i.v~ p01t ~ ~tmm1~n·\e { $ pee Q) . ll' (em.~ ... -· -to •. ~~· .. ~ ... . ~· ~. ·~ lu:>O· ' ·. }'d ")>"n'61Aol' ...... Moltot.:D ·~ l97o50 I ~ ' '· . : .··. ---~ .~uo t: .1 ).t.o .. -----·--------------------------------------------------------------------------------------------------~------.. 1 ,. ;: .. '· · .. '1\ ,_ 0"'" ·.J.;.\)o 'V \ 1 .... ,~ oi,.,JV ; . -~ . '. ·.·. ·.,, .... ~ ....... 1.)-.,votJ•J l7o50 •. ··· .. ;·.· ... I.· • l ·, 'r'' . ; 6aOO SoOO ~n-nee,.·.,~....,'CO ~ £~"¥.?;; f>f) iG ~.ol ,. o \.h ·., \. ~·· .. -·· ...... ·,, ' '·. i -·.:. ·•· ,• ... ·-. . ) :;;.. ' j .. r;.. ~· ... -~p \ \ LA~T V.lLL ANL TE~l'Aiv~ENT I, l··HOEBf.. ~. VICKERMAN, at the Borough of t~ddway, lounty of I \ v'~ ashlngton and Con: ruonwealth of .f·ennsylvanla, hereby declare -the following to be 1ny Last ~Uland Testament, hereby revoking aH will6 heretofore 1nacte byrne. A:hTICLE I: I direct all expenies of my last illness and funeral be paicl from .rny eBtate as :boon as ~Jr&cticable alter Hi.y death. In addition, I c!lrect that 1 be buried tn the fawtly lot ln CE NTE H (EMF 1'f H Y, 1\dc!way, .k·enna}lvanta, and that a suitable headstone be erected on n-1y grave. AH'l.l(. .LE II: I give and bequeath to n.y b.rotber, \:C. ILLIA.tV,. G. J.•AVU.~~oN, lf llvlng, my automobile. AHTICLE lll: I give and bequeath to ru}l 6i&ter, M YhT LF. lvi. LAVIL~UN, anG wy brother, Wli..LlAM G. VAVU.bON, or to the survivor of them, all my jewelry, clothing, household goo<"..s, furniture, _personal effecta, · and all other slu .. l.lar Ueuu; of tangible versonal t-ro}.lert)' (except n:.)· auton~oblle, ca.sb and becurltle6) together with any pollcles of insurance thereon to be dtvtcled between tnern or distributed an·.ong my fan1Uy as they shall agree etn<:i direct. ~houlc! there be no agreeruent, suCh pro}.ierty shall be dlvtded betw~en them by my executors ln as nearly equal portions as the}, ln their dhscretlon, deem practical, having ®e regard for the persooal!Jreferences of nty sale sister and my said brother. Any property not so distributed shall be sold ad the proc.eecis added to wy residuary estate. AHTICLE IV: I give and bequeath to r:1y niece, F. VEL YN F. BRF.:NNAN, · U Uvtng, the sun:. of ijne Thousand ($1, OOU. 00) L ol.lars. AHTICLE V: I giV(I ancl bequeath to nly, .nephew, BLAIR K. "'v\,AhN ICK, lf living, the 6un~ of One Tbou88.nd ($1, 000. 00) Dollar&. AHTICLF VI: I gl ve an(: bequeath to my sl&ter, A-:H~. CORA !\r;. BOLE~, if living, one hundred (lOu) shares of Con .. n:onwealth E: dlson Cou.~pany stock. .J -· AHTICLE: VII: 1 give and bequeath to n.y brother, \VILl.IAtvi G. DAVIl~ON, anc: my st&ter11 l~!YI~TLF~ ~:. LAVIL~DN, equally tf living, or to the survivor of then·1, four buncreci (400) shares of Colj·,monwealtb E-dtaon Company stock. ARTICLE vm: All the .residUe of my estate, real and personal, 1 devtse and bequeath tn the following manner: A. One-fourth (l/4) of &ald residue tiball be dhitrtbuted to the f IJ~!::.T BA.rTIST CHUHC.H, Midway, renm~ylvanla, to be used ln the foUow1Jl6 manner: " I l. .!UCh portion ot this share as my brother, 'A"lLLtA.M · i G • .uAVl.t~ON, and ul)' tilst~u·, 1\.! Yl1TLE M.DAVU~ON. may de&lgnate shall be WJed In co.mblnatlon wtth .dlurcb funds to ~l·e,·t a a:.ultable steepU! tln the church. 2. . The ba.Jance of tnhi &bare a»ball be used 41J the church in whatever i:tianner .i.l1Y sald brother and olster ln thel.c discretion. n~ay dh"f.'ct. .A fOSBlole u~e of SJch Bbare woulci be the establishment of a r.,e .• norlwr, to my o.rother, C YhF. NIUS LAVIUi>JN, and/or the payment of a ~o:m·Uon of the church mortgage. ~. One-tourt.tl (1/4) of _ealct ref)ic.\ae &hall be ctl&trtbuted ln the !ollowtng manner: 1. Tlltrty-ftve (35J,) per cent to the tBHIS'riAN to be use!.' ln foreign n:ts&lonary work. r,.,l~~l0NAh Y ~C:.tCIL 'l' Y~ Gt'eenwood, Indiana, to be used in foreign ral&fjlonary WOl'ii.. 3. F'ivt' (5-~) !Je.f cent to the i'f100DY CHUI~.C:H, 1609 North La balle St~et, Chicago; llllnola, to be usee where needed most. ~2- ·.· . •' :-.; '·' 4. F'tve (5.h) a.~r cent to the }/'1()fY BIBLf lNbTITUT'l Ol CHICAGO, 820 North La tialle t·treet, Chicago, Illinois, ·to be use'J in the training of f.tudents. SCHOOL, F'reeport, .Pennsylvania. e. Five (5'1,) ljer cent to f.'VANGF.'LISTIC F;ArrH M~biONS, .Bedford, UIIDOls. Indiana P. E. D. 7. Three (3%) per cent to TWF NTIE Th CE NTUF. Y S. Three (3'b) _l;er cent to tile lACUIC GAHDEN i\Hb~..,ION, 64ti ~outn .7)tate Hreet, Cblc&f.O, Wlno!s. 9. F'·our (4%) "er cent to G(~f·E L A~tiOCIA TION f'OR BLINL-, College .Polnt, New York. 10. 'rhree (S%) .,-er cent to A~fE Rl( AN BIBLF. SOCIETY, Chicago, Wlnots. 11. 'Ten (lO:':t) j;er cent to NYACK BIBLE C OLLF:GE, 12. flve (S':bJ ver cent to V. ORi.D VIE)ION, INC., J-·asaciena, Calitornla. 13. Three (3%) ~er cent to A:J'll,.\\'A Y VOl...UNTEF.R rnu: DEPAHTJ\'iENT, Midway, !-enuaylvao&a. 14. Three (3%) ~~· cent to l•UL~F,::h THEGL.OGICAi.. SE ~dNAHY, ; . .,ob i\ngele~:a, Cailfornia. - C. One~hali (V2) oi said .re.t.ldue silaH be aititrtbuteel . \ BCLJ:O:;:;. lf y.:ILLlAJVi G. i .AVILb·JN or ~~ YP. T LF. 1\,~ •. LAVIL>SON fall to aurvt ve me, the e:shar~ to which be or sbe woulf: t~ave been entltled sbaU oe dlstributEH.' '. equally to the suJ·vhors of L.•Y atorenamed brothers and ~late1·s, or lf they -3- _j ., ··,1 ... ?• ·. \1 fa.Ht: to liurwh·e u.e, the MiJla.re to wblch liibe woul<j have been entllied tihall be dish·lbutel1 to her w:.;ue, ~r titlrves, or if tibe shaH have no issue then llvtng, to the ourvivors of n: y atoJ·ena.ured brother& and tilste.rs equally, or tf they are all deceased:, to the isbue oi VdLBERT ~-'· LAVIV~'ON, per t>tlrpes. If p, l.LBE.tn· L. i..-:A.Vli..i~J)N lalla to sw·vtve we, tbe sh.a.1·e to which be wou.k have r;;een entitled ~ShaH be oh;tclbuted to !1i~ issue, lier otir~eas, or if he shall have no isbue then living, to the survivors ot Ll1)' a!orename<.l brothers an<! 2lCI)ters, or U they are all decea!i«!d, to the lssue uf I\'J.HO:::. <-0hA I.'vL BOLE~, llf!r t)tlrpe&. In the event ail o1· u.y aforenauieu orotbe.rt» and ~iiiter5 and t1le issue ol 1\i.HS. CORAM. BOLE:~ and V\lLBEkT L. l.~AVIIJ~ON fail to a;urvtve me, the share of t·eblt!ue to which the}' woulci have been entitled bhall be cllstributed to the ,,erson OJ' ver.&oru:; wbo would have been entitled thereto U 1 had then dled intestate, set&ec ana .iJOS&esseo tnereui in tile C.ou.monwealth of .1-·ennsylvania. AH'I'l(LE LX: I &~i)oint wy brotbera;, \\ILLIAA·i G. l:AVllbON and WILBER'l' L. DA VlwON, anri THE UNION NATIONAL BANK Of J'I'l'TbB~HGH executor& under thl6 will. No executor& actlng hereunder sball be required to give bond or other security for the fatthfuli--erformance of their duties. I authorize u1y executors, and their ~;ucces~Sor or ~;uccessors, ln their ditsczetton, to exercla:ae the IouowlDg power~; ln addition to those given by law: A. To accept, retain and tnve6t tn an)' real or personal )IJ'O.(Jerty, 1ndudlug e.tock ot The Unlon Natlooal Bank ol i·ittsburgh, witbo\lt re~trtctlon to !e~i lnveatments. ll. To l:iell, exdlange, !J&Itltiou or lea~:~e tor any pertod ~ Uu.e any .real or 1Jersonal pro~rty and to glve OIJU()ns therefor lor cash or credit, with or without security. J v ,. . . 1 r ., ( C. To borrow nwney frou1 any "'e.rt~on lnclud1ng an)' fiduciary acting hereunder, ana to mortpae or ple~e any real or per•onal . I prOiJerty. D. To co.L:J•romtse, arbitrate or abanc:on clab:.s. E:. To .u;altf! dlstrtbutlon in cash or ln kind or i.~artly ln eacb • . r. To n:ake .such elections, decisiolll:li, concesslo~Lj and settlen1ents in connection with alllncoille, eatate, inheritance, gUt or other tax returns and the payment of sudl taxes, without obligation to acijust the dlstrtbutlve share of income or ~rincipnl ol an)· ~erson thereby affected. G. To trazw!er or record stock certlftcatea or other securltte& lnto the name or names ot the flduc.larJ, fiduciaries or nominee. ARTIC: LE X: All estate taxea, inheritance taxes, transfer taxes and other taxes of a slmllar nature payable by rea6on o! my death to any govern- n)ent or a.ubdivl5lon tltereof upon or wltb respect to any ~roperty subject to any such tax &hall be paid by £uy executorsout of the principal ot that portion of rny estate oli'posed of by Article VW and all interest wltb respect to any ~uch taxes shall be pald by m)· executoza. out o.f the income or ~rincliAU or partly out of the lncon .. e and partly out of the prtnci~i of such portton of my estate, in the absolute dlticr~tton of my executors, without rel.mbursen.ent from or ap}.·Ortlonn.:ent among the beneftclarles, recipients or owners of such property for any such taxes or tntereat. AHl'ICLE XI: U any minor shall be entttlea to receive any 1-~roperty by reason ol my death, wbetwu: UDder this will or by Ule terms ot any insurance contract or otherwise, I appoint 1'1:1~ UNION lilA TlONAL BANK 01·' l'ffl'~BURGH, Guardian o1 tbe t.:&tate of Y1d minor aa to such property, glving and granting to 6ucb Guardian, ln add~tlon to and not tn llm.ltatlon of aU !JOWers conferred by Jaw, the following speclftc powers, to be exercised in lt6 so!e dtacretlon and without order of court; to retain in kino any tiuch pro.,-erty, .real or per&!loal, received b) lt frow any source; to sell any such • _',;I • ~ ... ; .. ,., ·.~. property upon su~h ten11.s ant: conditions as it shall believe ac~visable, giving good title to any real estate thus sold; to invest and reinvest in such stocks, bonds and other investments as it shall deem advisable, without being lin~ited to those· investruents in which guardt&Ds are by ~w required to invest a minor'~ funds; and to disburse to or for the benefit of such rninor so much ofthe income from and principal of the.· minor's said property as it deen"s advisable for the I minor's health, maintenance, supiJort and co.mplete education, including ·preparatory, college and postgracruate orJI'ofessional training. Distribution of each such minor's share shall be made upon his or her attaining the age of twenty-one (21} years. ARTICLE XII: I have not included in this my Last \-Vlll and Testament provisions for certain brothers and friends. I do so either in the belief that they are an"!Jl} provided for or knowing that I have provided for them ·by the purchase of bonds in their name and not because of any lack of love · and affection. IN WITNESS WHEREOF, I, IHOEBE b. LlCKERl\:iAN, have hereunto set my hanri and seal this Z7th day of 1Viarch --------, 1969. I sl Phoebe E. Dickerma=n.;;.___(SEAL) Signed, sealed11 published and declared by the above-naxLed Testatrix, as and for her Last V. ill and Testarrlent, in the presence of us, who at her request~. in her presence and in the presence of each other~ have hereunto subscribed our names as witnesses. /a/ W. Donald McKee I a/ J. Sidney .Ste1ith Address Z13 Verorica Drive Address Z21 Salem Drive Pltteburgh, Pa. 1SZ35 Pittsburgh Pa 15241 0 . _j \" ~~- /~/ / / /•; r ~. •• ~""-<:____ ~ ~. "· ' _!.~ :"&.~ ~· .,!) .. ·r -,~; ... i --.-;- -~- 'fl IN THE ·COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 63-71--102 ESTATE OF PHOEBE E. DICKERMAN, DECEASED FIRST AND FINAL ACCOUNT OF WILLIAM G. DAVIDSON, WILBERT L. DAVIDSON AND THE UNION NATIONAL BANK OF PITTSBURGH EXECUTORS BALANCE DUE ~--J>rn::o cnGJc: ::c -(,;') _::_ C.0 (// Z -1:-:-: 0 !Ti ~.: :::=; ~ r· .::;; ·=·, -'---·--n _.' 0 . 0 ::iE :.;.~ --r-z --cr-0 > (,f) $55,210.34 .. ·~yy -.J p- C!:::! ~· -·-•i } ' ; ,_,.., c:r :::;:.. ... :::X: u:;) ...&::" ""a nvw. co wrl ..... ,.!Y:._~ .. :3._Z..!.:Z..z the ;!Jithm aacoul'll or-P.!ml1l8d to the Oou 'f.; -lt?,iirm::t/On. James R. Donal~;;;r;;;;· .. --:E·i:fq·~~---····-·--·· .. ···--··--~~f~' ,, ,.. _,.-,r~J (J _... 614 Washington Trust Building Washington, Penns.ylvania 15301 (412) (225-5920) ~~yt~c1B r4#/f.3.t:Jd ·~ .. II --· · 1 ~ · :"'-.... ,. ·f C 8'0KM 1140A • -•• -u~ ""~_}, __ :__;~~ .. "-:~'_X~ :: ..i_ 1 -,-~ / ·I ' 11 f. 1' j l ·_ . -. II j .. ·1 \ -I ) . ~- _....-: -....,;; .· ... "'2_·-- ~-~~ t:?'"~ I I :':l:)i l'a: c:,: c;· ; :~: . ... ~~ I ~~ : 1 le -~), ... -~ . ~-.... "' <t -~ '•t. --'-: :~ . -~~: ·-. .. ~ --~ ~~ •~ ~ ! ~ ~ . ..::: . 0 ~ ~ -~. k'\. ". ·...:.. ~ :':) ~: :'J ;,:. ~ ..... --~ ··c:.-: G• .-,. s:; ·-"' I::' ['t" '02::0~ ~ :~ '\ .3 <. ~.. :::, -<::: ' '.C: : ~ c ~ -~~ .. 0 • ..:::s ..... : ~ -·§ -~ ~ ~:::. ~c ..... : t:t ...... _ . ' ' : ::.-. --.,':' ~ .£'.... ~-..... "' : 1:: 1;1 .. t::. ~ :::.-• .. ::s --~ ~ .._ t:l ce ::::: <':;) ;:, Ul ::.: e: <t> : <.::,_., I o,.;;;. :::;:.,:) ~ .;;;., ::.· -. n, ~ -· c • ~. '-\ D ::J <1> ~~ ~ " :;: . ~ ::. =:.,· Q, .c.;. ~ ;:;::-m · N ... ~ ... " . ,. . 0>0- -;;';!'·-1:1 --Q <,, -~ ·-...... :::... ~· '"~ ~ :::i : 'I ~. :; ~ ; :;:,._ -· ~\) ' ~~ ~-~ -~ :~ ('Q t'"'oto ; ~ 3 Q !--... \ . :::t . >:) $::1 1 : "--. 'C i :::: "' -~ l:) -... .,. 'd .. ~ .() ~ ~ "'--" ~· ~ :') c: ) 1,1.(., --, ... ------------------------ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 63-71-1023 ESTATE OF PHOEBE E. DICKERMAN, DECEASED . FIRST AND FINAL ACCOUNT OF WILLIAM G. DAVIDSON, WILBERT L. DAVIDSON AND THE UNION NATIONAL BANK OF PITTSBURGH 'I EXECUTORS 171! • .. .O~t<?ber ~~.L_l9?_2_ .... __ _ =--~-~r-====------~----~========~====~~~,===---~~:- -1 . SUMMARY 1 ' ·r I SCHEDULE I I ' PRINCIPAL PERSONALTY · . 11 ,· . ! 101,171 9311 , . 1 ! "" i I I i I I I_ Receipts Disbursements Pages 3 - 7 Pages 8 .... 12 SCHEDULE B I BALANCE I I I. INCOME PERSONALTY I Receipts · Pages 12 -15 Disbursements Page 15 The Balance Consists of the Following: Principal -Personalty Stocks Commonwealth Edison Company 300 shares Common Inventor,y value 1,058 shares Less: Sold 11/30/71 ·558.shares Less: Delivered 6/21/72 500 shares 200 shares 300 shares . l . . . . ·,,1 BALANCE NET BALANCE . 37,294.50 19,669.50 17,625.00. 7,050.001 I 49,005 58 I . /·· I. I I 3,324 76! !I 280 771 . I I ! I : I <:l.,.<· j I 52,i66l35 ! :c..- / ·! . I i I I 1 ~ I ' i c.. 3,043 99 c.. I 55,210 341 c: ::.:;.. . . .. ~.~~ .. 10,575. 00 <:!. ' ' . . ·~ ·; ... ~< t,. • t.- tYte A ' . '· -.. ESTATE OF PHOEBE E. DICKERMAN, DECEASED Bond ·. I Christian and Missionar,y Alliance Foundation, I Incorporated, First Mortgage Sinking Fund Debenture 7% $1,000 dated 3/15/67 and due 3/15/75 Inventor,y value 985 00 Notes General Motors Acceptance Corporation Demand $28,000 at 100 Purchased 1/4/72 -9/18/72 28,000 00 Distribution (See Exhibit No. I Page i6) 12,881 50 \... 52,44]. 50 Less a~ount due Accountants for Administrative Expenses 275 15 52,166 35 Income -Personalty Cash on hand 3,043 99 55,210 34 I 7 ; -.2- I ESTATE OF PHOEBE E. DICKERMAN, DECEASED SCHEDULE A PRINCIPAL -PERSONALTY RECEIPTS 1 9 7 2 April 13 Inventory filed 1 9 7 2 Jan. 11 April 5 May 16 Additional Asset Railroad Retirement Board Lump sum death benefit Interest 4/1/71 -9/29/71 on $5,000 Plum Borough School District Authority. School Building Revenue ·Bond 5.40% due '83 Internal Revenue Service Refund of 1971 Federal Individual Income Tax Purchase of Assets Notes General Motors Acceptance Corporation Demand 12/8/71 $34,000 at 100 1/4/72 34,000 at 100 8,000 at 100 1/31/72 4 ,.000 at 100 2/7/72 1,000 at.lOO 2/25/72 6,000 at 100 4/19/72 2,000 at 100 9/18/72 4,000 at 100 $93,000 Cash disbursed to purchase the above assets -3- 34,000~00 34,000.00 8,ooo.oo 4,000.00 1,000.00 6,000.00 2,000.00 4,000.00 $93,000.00 93,000.00 ,.,, ... 100,225 .06 ""' 181 40 133 50 12419 439 09 0 00 \ 1 9 7 1 Dec. 1 ; Dec. 29 1 9 7 2 Jan. 11 Jan. 28 1 Feb. 22 ! ESTATE OF PHOEBE E. DICKERMAN, DECEASED Withdrawal -Bank Accounts Proceeds withdrawn The Union National Bank of Pittsburgh McDonald Office Savings Account No. 730134764 Inventory value Proceeds withdrawn First Federal Savings and Loan Association of Pittsburgh Savings Account·No. 02 01 23992 Inventor.y value Proceeds withdrawn 6,531.72 6,531.72 3,283.90 3,283.90 Pittsburgh Home Savings and ·Loan Association Savings Account No. 39761 1,159.93 Inventor.y value 1,159.93 Proceeds withdrawn Pittsburgh National Bank McDonald Office Savings Account No. 81-1990421 Inventor.y value · Proceeds withdrawn Mellon National Bank and Trust Company Savings Account No. 43486 Inventory value Proceeds withdrawn Mellon National Bank and Trust Company Special Passbook Savings Account .. No. 001-500507 Inventory value -4- 2,822.65 2,822.65 6,065.26 6,065.26 ,.,,. & 0 00 0 00 0 00 '0 00 0 00 0 00 0 00 ESTATE OF PHOEBE E, DI CKEBMAN, DECEASED Capital Gains Distributions Received Bullock Fund, Limited . Capital Gains Distribution dated 11/29/71 on 138 shares Bullock Fund Limited Capital Stock at $.51 per share Cash 12/6/71 Madison Fund, Incorporated Capital Gains Distribution dated 12/31/71 on 20 shares Madison Fund, Incorporated Common Stock at $.25 per share Cash 1/6/72 Stock Rights Received Commonwealth Edison Company 2/8/72 500 Rights allocated value· Gain on Sale of Stock Rights Commonwealth Edison Company Proceeds sale 2/15/72 500 Rights Allocated value 79.15 o.oo Sale and Conversion of Assets Without Gain or Loss -5- ,., ... 70 38 5 00 75 38 0 00 79 15 ,.,, .. ESTATE OF PHOEBE E. DICKERMAN, DECEASED Sale and Conversion of Assets Without Gain or Loss (continued) 1 9 7 2 Jan. 5 . Proceeds redemption -$500 United States of America Savings Bond - i Series H dated 11/1/53 due 7/1/63 500.00 I Inventory value 200.00 0 00 Proceeds redemption -$1,000 United States of America Savings Bond Series E dated 7/1/69 due 5/1/75 750.00 Interest 7/1/69 -7/1/71 66.00 816.00 Inventory value 816.00 o oo Proceeds redemption -$100 United States of America Savings Note dated 7/1/69 due 1/1/74 . 88.12 Inv~ntory value 88.12 0 00 Feb. 1 Proceeds redemption -$100 United States of America Savings Bond Series E dated 8/1/49 due 8/1/59 75.00 Interest 8/1/49 -8/1/71 88.28 163.28 Inventory value. 16,2.28 0 00 June 26 Proceeds redemption -$18,000 General Motors Acceptance Corporation Demand Note at 100 18,000.00 Purchased 1/4/72 181000.00 0 00 July 30 Proceeds maturity -$2,000 Dollar Savings Bank, Oliver Building Office Deferred Income Certificate of Deposit dated 7/30/70 due 7/30/72 2,000.00 Inventory value 22000.00 0 00 Sept. 15 Proceeds maturity -$1,500 Christian and Missionary Alliance Foundation, -Incorporated First Mort76ge Sinking FUnd Debenture 7% dated 3/15 67 due 9/15/72 ·1,500.00 Inventory value 12500.00 0 00 Oct. 18 Proceeds redemption -$13,000 General Motors Acceptance Corporation Demand Note at 100 13,000.00 Purchased 1/4/72 1,21000.00 .0 00 -6-. ·o 00· ,.,, .. I , ESTATE OF PHOEBE E DICKERMAN DECEASED Gain on Sale of Assets 1 9 7 1 Nov. 30 Proceeds sale -12 shares American Home Products Corporation $2.00 Convertible Preferred Stock at 122 3/4 1,473.00 Inventory value 12442.22 27 75 . Proceeds sale -32 shares ' Central and South West Corporation Common Stock at 44 3/8 1,420.00 Inventory value 12368.00 '52 00 Proceeds sale - 6 shares The Chase Manhattan Corporation Capital Stock at 55 3/4 334.50 Inventory value ~06.~8 28 12 Proceeds sale -558 shares Commonwealth Edison Company Common Stock 500 shares at 35 1/2 and 58 shares at 35 3/8 19,801.75 Inventory value 192669.50 132 25 Proceeds sale -110 shares Duquesne Light Company .. Common Stock 100 shares at 23 3/8 and 10 shares at 23 1/4 2,570.00 Inventory value 22~61.22 I 108 75 Proceeds sale -35 shares Northern Illinois Gas Company $1.90 Convertible Preferred Stock at 29 5/8 1,036.88 Inventory value 120~2-20 4 38 353 25 101,171 93 .. -7- \ ... 9 7 i Oct. 27 Oct. 29 ~ov. 10 ~ec. 6 ~ec. 10 1 9 7 2 Jan. 5 Jan. 20 April 17 April 21 ~10 May 12 Oct. 18 ESTATE OF PHOEBE E. DICKERMAN, DECEASED DISBURSE M E.N T S Administrative Expenses I Russell Marino, Register of Wills of Washington County, Pennsylvania Cost of 10 Short Certificates David J. Wack Appraisal fee re household goods and automobile Commonwealth of Pennsylvania Department of Health, Vital Statistics · Cost of 3 Death Certificates William R. Susser Appraisal fee re property situate 206 Jefferson Street, Midway, Pennsylvania Register of Wills of Washington County, Pennsylvania Cost of 2 Short Certificates Commonwealth of Pennsylvania Department of Health, Vital Statistics Cost of 5 Death Certificates Cost of Death Certificate for Martha L. Warnick Russell Marino, Register of Wills of Washington County, Pennsylvania Cost of Certified Copy of Will James R. Donaldson, Esq. Reimbursement for the following: Filing Inventory Balance due on Grant of Letters Testamentary James R. Donaldspn, Esq. Reimbursement for the following: Probate of Will and 2 Short. Certificates Advertising Grant of Letters Testamentary in Washington County Reports Observer-Reporter Pennsylvania Department of Revenue ·1971 Fiduciary Income Tax James R. Donaldson, Esq. .Attorney's fee . -8- 10 00 60 00 6 00 35 00 3 00 10 00 ' 2 00 9 50 10 00 20 00 16 50 14 00 14 00 24 34 5,000 00 ,.,, ... ,.,,. ' ESTATE OF PHOEBE E. DICKERMAN, DECEASED Administrative Expenses (continued) l 9 7 2 . Jet. 18 Co-Executors' compensation William G. Davidson 1,000 00 ; Wilbert L. Davidson 1,000 00 ! The Union National Bank of Pittsburgh 5,000 00 I Expenses in re sale of securities ·. 698 86 12,933 20 l 9 7 1 Loss on Sale of Assets Nov. 30 Proceeds sale -$1,000 . United States of America Treasury Note 5 3/4% Series A 1975 dated 2/15/68 due 2/15/75 . at 98.20 986.;25 Inventory value 997.81 11 56 Proceeds sale -$1,000 United States qf America Treasury Notes 7% Series D -1975 dated 8/15/71 due 11/15/75 at 102,24 1,027.50 Inventory value 1 10{t;O.OO 12 50 ·Proceeds sale -42 shares General Motors Corporation Common Stock at 77 3,234.00 Inventory value J.11z.67.6J. 233 63 Proceeds sale -12 shares Kentucky Utilities Company 4 3/4% Preferred Stock at 64 768.00 Inventory value 798.00 30 00 Proceeds sale -20 shares Madison Fund, Incorporated Common Stock at 13 7/8 277.50 Inventory value J.Ol.25 23 75 Proceeds sale -429 shares Northern Illinois Gas Company Common Stock 400 shares at 29 shares at 26 1/2 and 26 3/8 11,364.88 Inventory value 11 1877.2!t 513 06 I i -9- ,., .. " I ESTATE OF PHOEBE E. DICKERMAN 1 DECEASED - I ; Loss on Sale of Assets (continued) 1 9 7 1 INov. 30 Proceeds sale - 7 shares Reynolds Metals Company 41/2% Second Preferred Stock at. 58 1/2 409.50 Inventory value #9e75 .. 40 25 Proceeds sale -10 shares Westinghouse Electric. CorpOration Common Stock at 82 3/4 827.50 Inventory value 949.;38 12i 88 Proceeds sale -88 shares. Wellington Fund, Incorporated Common Stoc~ at 11.01 968.88 : Inventory value 1 1 00~.20 ! 34 32 Proceeds sale -138 shares Bullock Fund, Limited CoinmOn Stock at· 13;75 1,897.50 Inventory value 21076•20 179 40 I I I 1,200 35 Preferred Debts 1 9 7 1 Nov. 18 Edwin G. Wilson Funeral Home Funeral expenses 1,519 70 Dece 2 William G. Davidson i I Reimbursement for honorarium paid to I Reverand Garfield 0. Walker 50 00 Dec. 9 Washington Hospital Hospitalization charges not insurance 9/26/71 -9/29/71 covered by 6 75 Octe 17 William Ge Davidson Reimbursement of payment to Gaydos Company for slant grave marker and base 565 00 2,141 45 ' .. -10- 1 9 7 1 Oct. 27 Nov. i2 Dec~ 2 1 9 7 2 May 12 1 9 7 1 Dec. 22 EST .ATE OF PHOEBE E. DICKERMAN, DECEASED other Debts Columbia Gas of Pennsylvania, Incorporated· Gas service at 202 Jefferson Street Midway, Pennsylvania· for period 9/2/71 -10/4/71 The Midway Mutual Telephone Company Telephone service -statement 10/1/71 West Perui Power Company Electric service for period ending 10/5/71 William G. Davidson Reimbursement for the following: Phone calls 1971 Borough and School Taxes t Columbia Gas of Pennsylvania, Incorporated . Gas service 10/4/71 -11/3/71 The Midway Mutual Telephone Company Telephone service per statement dated 11/1/71 West Penn Power Company Electric service for period ending 11/4/71 Pennsylvania Department of Revenue 1971 Individual Income Tax other Taxes Russell Marino, Agent Payment account Pennsylvania Transfer Inheritance Tax Bequests -in full $23,456.50 at 15%. · ·Jointly owned securiti.es and transfer on account $49,000.00 at 15% Administrative estate -on account $25,000.00 at 15% Less 5% discount -11- 3,518.48 7,350.00 3,750.00 14,618.48 730.92 ,.,, ... 14 37. 9 19 8 93 222 69 ~ 8 04 9 96 I 17 73 26 55 321 87 ·I 13,887 56 ,.,, ... . · ESTATE OF PHOEBE E. DICKERMAN I DECEASED ' other Taxes (continued) 1 9 7 2 jJune 28 Internal Revenue Service Pay.inent of Federal Estate Tax 17,921 ·15 I . Russell Marino, Agent I Additional Payment account Pennsylvania Transfer Inheritance Tax .$4,000a00 at 15% 600 00 .32,408 71 49,005 58 ~ SCHEDULE B INCOME -PERSONALTY .. RECEIPTS Dividends -Stocks Bullock Fund, Limited Capital 1.38 shares 12/6/71 9 65 Central and South West Corporation Common .32 shares 12/7/71 16 00 The Chase Manhattan Corporation Capital 6 shares 11/16/71 .3 00 i Commonwealth Edison Company Coiillrion 500 shares 2/.3/72 -5/1/72 550.00 .300 shares 8/4/72 165.00 715 00 Duquesne Light Company Common 110 shares 1/4/72 45 65 General Motors Corporation Common · 42 shares 12/1.3/71 .35 70 -12-. . ... . . ,., ... ESTATE OF PHOEBE E, DICKERMAN, DECEASED Dividends -Stocks (continued) Kentucky Utilities Company 4 3/4% Preferred 12 shares 12/7/71 14 25 Madison. Fund, Incorporated Cominon - 20 shares 1/6/72 3 00 Reynolds Metals Company 4 1/2% Preferred 7 shares·ll/16/71 7 88 Wellington Fund, Incorporated Conunon 88 shares 1/6/72 968 ' Westinghouse Electric Corporation Conunon 10 shares 12/1/71 ... 4 50 864 31 Interest -Bonds Christian and Missionary Alliance Foundation Incorporated First Mortgage Sinking Fund Debenture 7% $1,500 9/29/71 -9/15/72 100 92 Christian and Missionary Alliance Foundation, Incorporated, First Mortgage Sinking Fund Debenture 7% $1,000 9/29/71 -9/15/72 67 28 Winchester North, Incorporated Convertible Subordinated Debenture 8•4% $1,000 9/29/71 -12/23/71 19 36 United States of America Treasury Notes 5 3/4% $1,000 9/29/71 -12/7/71 10 78 United States of America Treasury Notes 7% $1,000 9/29/71 -12/7/71 . 13 17 United States of America Savings Bond Series E $ 100 8/1/71 -2/1/72 ·4 52 1,000 7/1/71 -1/1/72 . 19 20 United States of America Savings Bond Series H $500 7/1/71 -1/1/72 14 16 United States of America Savings Note $100 7/1/71 -1/1/72 2 12 I 251 51 -13- ,.,,. & -· ESTATE OF PHOEBE E. DICKEBMAN, PECEASE:D Interest -Bank Accounts First Federal Savings and Loan Asso.ciation of Pittsburgh Savings Account No. 02 012399~ . 9/30/71 -12/30/71 .41 30 Mellon National Bank and Trust Comp~ .Main Office Savings Account No. 43486 ~ 8/1771 -2/1/72 63 50 I • I Mellon National Bank and Trust Company Main Office Special Passbook Savings Account No. 001 500507 6/30/71 -2/22/72 . . . . . . . 195 65 Pittsburgh Home Savings and. Loan Association Savings Account No. 39761 9/30/71.-12/30/71 . u 49 Pittsburgh National Bank McDonald Office Savings Account No. 81 1990421 6/30/71 -12/31/71 . 1 83 The Union National Bank of Pittsburgh McDonald Office Savings Account No. 730134764 9/1771 -12/1/71 . 73 48 . 3.90 25 Interest -Savings Certificates Dollar Savings Bank· Oliver Building Office Deferred Income Certificate of Deposit $2,000 9/29/71 -7/30/~2 129 21 Mellon National Bank and Trust Company Main Office 5% SaVings Certificate . $1,000 9/29/71 -12/16/71 10 .45 139 66 -14- ,.,,. & ' ESTATE OF PHOEBE E. DI CK.EBMAN, DECEASED I Interest -Notes General Motors Acceptance Corporation Interest distribution on $34,000 12/8/71 -12/31/71 99 36 46,000 1/1/72 -1/31/72 136 98 53,000 2/1/72 -3/30/72 350 76 55,000 4/1/72 -5/31/72 . 419 83 37,000 6/1/72-8/31/72 505 37 41,000. 9/1/72 -9/30/72 166 73 1;679 03 3,324 76 <:- ... DISBUR.SEMENTS Administrative Expenses . 1 9 7 2 .. May 4· Malcolm L. Morgan, County Treasurer 1972 Washington County Personal Property •:' r., Tax 79.50 Less 5% discount ~-28 75 52 May 12 Pennsyl~a Department of Revenue 1971 Fiduciary Income Tax . '. 5 76 Oct. ·18 The Union. National Bank of PittsbUrgh Accountant1s compensation. · 199 49 280 77 Q..- .. I I .. .. -15- .1 ,., •• & ESTATE OF PHOEBE E. DICKERMAN, DECEASED ·EXHIBIT NO. I . Payments o~ account of Distributive Shares Principal -Personalt,y Distribution Under Article II of the Will I William Ga Davidson, brother Delivered 11/5/71 1971 Chr,ysler Sedan Inventory value 2,875 00 Distribution Under Arti9le III of the Will Myrtle M. Davidson, sister and William G. Davidson, bi'other Delivered 11/10/71 · Miscellaneous household goods Inventory value 956 50 Distribution Under Article IV of the Will .Evelyn Brennan, niece Bequest Cash 2/29/72 1,000 00 Distribution Under Article V of the Will BlS.ir K. Warnick, nephew· Bequest Cash 2/24/72 1,000 00 Distribution Under Article VII of the Will MWrtle M. Davidson, sister ' Delivered 6/21/72 200 shares Commonwealth Edison Comp~, Common stock ' Inventory value 7,050 00 12,881 50 c_ ' i .. l -~6- COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF WASHINGTON WILLIAM G. DAVIDSON and WILBERT L. DAVIDSON, the above named Accountants being duly sworn according to law depose and say that Letters.Testamentary were granted to WILLIAM G. DAVIDSON and WILBERT L. DAVIDSON and THE tJNION NATIONAL BANK OF PITTSBURGH and advertised more than six months prior to the filing hereof; that the disbursements shown in the Account have been made to the parties entitled thereto and that the Account as stated is true.and correct as they veri~ believe. . . Willi,G. Davidson :::-"' ~£J~~Cj Wilbert L. Davidson /JJ:L /JJ / /} / Sworn and subscribed before me this._~1 ..... L~_-__ day of __ --~f4c~..Jo..,oi.la.di-f.AL~~=-w·;__ __ , ~;J72 •. REQUEST FOR DISTRIBUTION. '!-.. .._ ....... ,' ~ ~ ., EDITH L DAG ~-W ' UE, Nutarr Publlo M ashlng~on, Washington County, Pa. y Commission Expires Mar. 26, 197S Accountants request that distribution be determined by the Court in accordance with the Petition for Distribution to be offered in .evidence at the audit .of this Account. . . . · WilliBli ~") ~~ Wilbert L. Davidson ~.. .,• , ............ ' .;. ~··~·'"' ... ... COMMONWEALTH OF PENNSYLVANIA COUNTY OF ALLEGHENY . .. , .. SS: . .. . GEORGE K. LEITCH, Vice President of THE UNION NATIONAL :aANK OF PITTSBURGH, the above named Accountant being duly sworn according to law deposes and s~s that Letters Testamentary were granted to WILLIAM G. DAVIDSON and WILBER'r L. DAVIDSON and THE UNION NATIONAL BANK OF PITTSBURGH and advertised more than six months prior to the filing hereof; that the disbursements shown in the Account have been made to the parties entitled thereto and that the Account as stated is true and correct as he verily believes. Sworn and subscribed before me this I 1 Til day of Orr v.8 cl(! , 1972. i ------------- -, ', REQUEST FOR DISTRIBUTION ~pta~ Public WI~-:M J.-PNGBST, SR .• NOTARY PUBLIC PITTSBURGH. AllEGHENY COUNTY MY COMMISSION EXPIRES MAR. 8, 1976 Member, Pennsylvania Association of Notaries Accountant requests that distribution be determined by the Court in accordance with the Petition for Distribution tobe offered in evidence at the audit of this Account • THE UNION NATIONAL BANK OF PITTSBURGH \ ( f ) L' / ty! Observer-Reporter WASHINGTON, PENNSYLVANIA PROOF OF PUBLICATION In com.pliance with the Newspaper 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 ai1d for said County an~ State,· ..... R.!.~.h-~.J'.Q .... S .. ~ ..... C~:n~.a.n .... ~ .............. who being duly &worn according to law, deposes and says that he is the .. .Y.~-~-~~P.£:~-~,i_g~J!·.t of the Observer Publishing Company, a Pennsylvania· corporation, and Its agent in this behalf; that the said Company is the· owner and publisher of the Observer-Reporter, successor to The Woashjngton Observer, established September 18, 1871, and The Washington Reporter, ·established August 15, 1808, a .daily news,paper of .. gei:J.eral. circulation, printed and published and havin·g its place of ·business at Washington, Washington County, Pennsyl- vania, where It· or' its predecessors have bee;n established·· and published COO.tinuous·~y for inore ·than six months· prior to the publication of the notice hereto attached; that the printed notice or advertisement hereto attached· is a copy of an official advertisement, offic'ial notice; legal notice or legal advertisement, exactly as printed or publisl).ed in th!'l Obsterver-Reporter In its regular editions on the following date or dates; .......................................... .. .............. : ........ QfJ9.P..~-~ .... l§ .. , .. ?.~ .... ~n.Q ... N9.Y..~.mP..e.r. .... l..,.l.9.7.:l .......... . tiuh neither thoe affiant nor the Observer Publishing Company is interested in the subject matter of said notice or advertising and that all of the allega- !~~n~~~!. this affidavit as to the time, pl;e;;:;te~ :&:::~:n ................................................. -.;.{.. ............. : ........... ; .. . EXECUTORS' NOTI~E . Estate of PHOEBE E. DICKERMAN deceased, late of the Borough of Midway, Washington Counnty,, Penna. · 1 Letters Testamentary upon the above estate having been granted to the undersigned, ,. notice is hereby' given . to· hose ,it~Q,ebted thereto to make immediate • .. payment, and to 1 those havmg claims or demands to present them for· settlement. WILLIAM G. DAVIDSON Midway. Pa. 15060 ,. WILBERT L":lwDA VIDSON ~ 501 Harrison Ave. Greensburgl". Pa. 15601' THE UNION NATIONAL BANK . OF PI'ITSBURGH f · P .. 0. Box[837f ' , Pittsbur&'ti:IO!Pa; 15230 j i~ EXECU'l'ORS . · · . JAMES R-itDONALDSON 14 . V{a_shingtiip ... Trust Bldg. . , •· Washmgtoni'(~enna. 15301 TTORNEY~ • : · · • · • ':.'D'lt_ · • 71245-Mon.-31) .~ .. '"t Swom to and . .ub>odb~ !',')?" m• tbia~ay JJ~,,Q.YJ.IIl!?.~X~:l 971 m~.:::~.;~~~~', WASHiNGTON, WASHINGTON COUNTY ~ i MY COMMISSION EXPIRES MAY 6, 1972 . o»"' Washington County Reports Washington, Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784 Sec. 3, paragraphs (3) and (25). CouNTY oF WASHINGTON SS. \ } STATE OF PENNSYLVANIA 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 officiaJl legal periodical for said Washington County, published weekly hav.ing its place of business at Washington, Washington County, Pennsylvania, and is actmg as its agent in this behalf; ·that the said WASHINGTON COUNTY 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 advertisement attached hereto is a copy of a notice or advertisement, exactly as printed or published, which appeared in the said legal periodical in· its regular issues on the following dates: October 21, 28, 1971 ....... NQ.V.~.m.P.~.I .... 4 . .~. ... J.9..7J ......................................... .. Estate Notices The Register of WiHs has granted letters, testamentary or of administration, in the following estates. Notice is hereby given to all persons indebted thereto to make payment without delay and to those having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. • • • • • • • • • • • • • • • • DICKERMAN, PHOEBE. E., Dec'd. Late· of the Borough of Midway, Washington County, Penna . .h:xecutors: William G. Davidson, Midway, Pa. 15060 Wilbert· L.· Davidson, 501 Harrison Avenue, Greensburg, Pa. 15601 The· Union .National Ban·k of Pitts- burgh, P. 0; Box 837, Pittsburgh, Pa. 15230 . Attorney: J"ames R. Donaldson, 614 Washington Trust Building, Wash- ington, Penna. 15301 · that the affiant or the corpora·tion in behalf of which he is acting is not interested in the subject matter of said notice or adver.tising and that all of the :!':•.:::"'"'""' "'id•.it "to tlretJ;t;;);/'7!!.' ~~ ..................................... ·········· ·······•········· ..... 1.!h ........ day of .......... ~2.Y..~.~.1?..~ .. £ ............... , 19 .... ?.~ ...... .. ~--J.:~~ JOSEPHINE, T. SCIAMANNA Public, Washington, Washington Co. My Commission Expires July 1. 1974 ,, . . ,; ~ . ~h1.;i4~ atnurt nf (ltnmmnu Jl~as nf lla.aqiugtnu ®rpqau.a' (llnurt 1llini.ainu Qtnuuty- In the:matter of the Audit of Account in . · .. Est~t.e~ of PHOEBE E DICKERMAN • No._~6~3_-.!...:71~---=1~0:.=2~3---'------- TO THE AUDITLNG JUDGE: -· . . , .. ;; ~ ~ Enter""':'~_.,m..,.y.~ ______ appearance for __ __.A.,.C::;.C::;.O::.U=n=-=t:.=a:::n:..:t:..:S::.__ ________________ _ 21~ N. B.-Counsel shall, by separate paper, present a concise statement of each claim, with supporting calculation of any interest claimed. Objections to an account as filed, shall be conc-isely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. <-~ J ,. ~ ~. " ... \ ..... --r, !'-~· l t"" ,l ' \ ~ . 1~: p • 9 13 FEU \ l~ Pt' \ Ol R U S S l L. L lJ\t1 B \ N 0 ~EG\S1ER OF WILLS WASHIN(;TGN CO .• PA. j ~. I . ' I \ 'I No. 63-71-1023 In re Audi-t of Account in EstaJte of PHOEBE E. DICKERMAN. Deceased. AUDIT Jrartipr fnr: 1\ppraraurr FOR Accountants ... JAMES It. DONALDSON T A~orney .. 2 r --~ ·-------11 .: . .-..... PETITION SUR AUDIT '~·IN THE ORPHANS' COURT OF WASHINGTON COUNTY Estate of .. J?'.l)..9.~.P.~---~! .. .P.~9-~~~~'-································ .. No ..... -----~~:-:7.~:-:~Q~?. .................................... . ······-------------------.. ----------------......... -~-............. .: ........ ~-....................... --------------· Fiduciary .. W~J) ~ ~-. Q -~ .. :J?.~:YJ.9-.~?.<?!:l., .. ~ JJ.~~?.:r.~. --~ ! .. Davidson and The Union National Bank of fj.:t:t.l?:b.l.U' .gb,,_ --~~~9. u.t Qf. ~ ..................................... . Deceased Date of Date of " Decedent's death .. .S.e,p.t.e.mb..~:r.. .. ~2,. .. 1271 .......................... Grant of Le'tte rs ...... Q~~Q J:?~;r. J,.J _, __ 19.71. ··: ....................... . This is the .............. ~~?.~--~~ .. !.J..E.~f.. ................................ account filed in this estate · · If there have been former accounts filed in this estate, list file, number or number and term ........ ~.C?!:l.~---················· Election to take Not Applicable Under or Against will. (cross out one) Date Election Place of; Filed ................................ :. Record · ·········'···················· Name of -surviving sp;use.}/i-JJJ.~ .. 'K!' ... ~~~~~~~.1 •• P.-~.:'?J?.~9-_, __ p.:r_~?_9-.~.~E?.~~E?.~ .. P-~~~~~~~--~~--~.'?!!-.. ?...t .. f.-92.~.... "' List issue, where material: None Did decedent marry after execution of will? (indicate)Xtmsc No. Any children born a-fter execution of will? (indicate) ~o. If answer yes, name them .................... ~ .......................................................................................................... .. . -----·--------------------------·-----------------------------------------------------------·---·------------------------------------------------------------------··--------------------- Leg.atees Uilliam G. Davidson Myrtle M. Davidson Evelyn F. Brennan Blair K. Warnick Estate of Cora M. Boles First Baptist Church • Qhristian and Missionary Alliance . Oriental Missionary Society Moody Churcll _ ··Moody. Bible ··rnsti tute of Chicago Transylvania Bible School Evangelistic Faith Missions Twentieth CentUry Reformation Hour P.a~ific Garden Mission Gospel Association fbr Blind American .Bible Society Nyack Bible College 'World Vision, Inc. Midway Volunteer Fire Department Fuller Theological Seminary Wilbert L. Davidson List, if exceptions to above: Adeemed: ·r.~ None · If partial intestacy, give .facts: None Relationship Brothe·r Sister Niece Nephew Sister None,.-r None' None None N·one None N·one None None None None Ndne None None None Brother Revoked: . Interest Fiduciary, if deceased or not sui juris Bequests and 1/8 Residue Beque~ts and.l/8·Residue B~quest Bequest Bequest and 1/8 Residue ,...> 1/4 Residue ~35%.of 1/4 Residue I" ~0% of 1/4 Residue . ·"5% of 1/4 Residue ~5% of.l/4 Residue ~% of 1/4 Residue "5% of 1/4 Residue ~ of 1/4 Residue -:Jfo ·of 1/4 Residue "/.$ of 1/4 Residue ~ of 1/4 Residue ~0% of 1/4 Residue ~% of 1/4 Residue ~oof 1/4 Residue --s% of 1/4 Residue 1/8 Residue Lapsed: Abated: Give Cause: 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 Qf call of audit:> Yes. ~ lPUI'suant to Sectiol) 5 Rule 5 of the OrJ>hans 1 Court Rules adopted "'f,~ tn~ -9u$reme Court of Pa., as. amended January 261~ 1968,_notice of the charital:D~e. beff.y.nsts and .,t ~ f~l~n pf the account was g~ven to the Attorne~ General as ev~denced by Exh~b~t A attache~, any exc tlon give caM~e:excep""tioi:i"""""""""""""'::............ . ,I. • • • File copy of Notice · · · , and date. of mailing ........... :~<?.Y.~-~~~~ .. ?.4, .. :~9.:??. ........................ .-.................................. : .............................................. . ,~ . . \ ~ Is estate subject to the filing of a Federal Estate Tax Return? ......... ,.!~.~---······················: ........................................... . Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $.}1!-J.~:?.~.?.§ ....................................... . lf the Will makes any portion of E;,State subject to a life-estate, give name and birth date of life tenant ..................... . ......................................................... NQn~---·-·················------···········································-------·-··········.····----------·-···------------ Give Names and addresses of all unpaid creditors who are legally entitled to notic(!, tog.ether with the amounts . of such claims; state whether they are admitted to be correct; and whether the claim is denied. None Give reference to such ports. 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: ·Under Article VI, 100 shares of Cormnonwealth Edison ·Company· Stock is bequeathed to Cora.~. Boles and under VIII C CoraM. Boles is entitled to 1/4 of 1/2 share· of Residue~· CoraM. Boles ·sister of the decedent, died February 15, 1972 and Letters Testamentary were granted ·to Norvel C. Boles. and Wilda M. ·-Weiss on March 8, 1972 in Cormnon Pleas Court,. Probate Division, Jefferson County, Ohio. See Exhibit 11B11 attached. Balance for distribution per account, Itemize any additional debits not shown by account: . $ ... 5.2.,.~~W .• J.4. ............. . See Exhibit "I" attached Totcil additional debits (Add) $ ... 453 .• .8.9 .................... . Itemize any additional credits not shown by account: See Exhibit 111'1 attached Total additional credits (Subtract) $ ..... !Q.~6?. .................... . Balance for distribution $ ... 22,.29.!J. .•. go .................................. If balance for distrib.ution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); Bond Christian and Missionary Alliance Foundation, Inc. First Mortgage Sinking Fund Debenture 7% 1,000 dated J/15/67 due J/15/75 $985.00 The Petitioners are authorized "To make distribution in cash or in kind or partly ineach" in accordance with Article IX, subparagraph E, of the Will. The Christian and Missionary Alliance referred to in Article VIII, subparagraph B-1 of the Will has expressed its desire to accept the above mentioned bonds as partial payment of its slistr.ibutive share of the residuary estate as evidenced by ~Exhibit ·11C 11 attachea: ·- ·o ~~ -· • "'" , .. .---·. COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLV .ANIA The above named F~duciary or representative thereof, being duly SWORN doth depose and say that the facts set forth in the foregoing Petition are true to the _,/ best of HIS knowledge and belief •. I, SWORN to and subscribed before me this · J.6 4 day of December, 1972. , Signature of Officer· -zJ(J, -f L ~MJAAL) .. ' •/-j\ Title of Officer Notary PUblic ., Off4ce exp4res \ . ~ ,. or \...h:ic • • ----------------~E~b~~~~u•'-'w'·~·"~-·~-·~·~·---~·-~·~ h' gtcn County, Pa. Washlr.gt"JI~, WaS .'~ 26 1978 My Commission E~ptres Mar. ' COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYL.V ANIA The above named Fiduciary or·representative thereof, being duly SWORN doth depose and· say that the facts set forth in the foregoing ~etition are true to the best of HIS knowledge.and belief. SWORN to and subscribed before me this Zo . ..J:_ And your petitioner will ever etc. ' day of December, 1972. . , Signat-ure of Officer~ t ~./.i.JLJ ,•, ' !" Title of Offficer Notary Public: •' 0 • EDITH L. DAGUi:., Notary .. ·ublic fficer exp~res Pa. . ______ ..;._ ___ ..,.,.w=-as~hl~ng~to~n-, ww~as:lrihington county, 78 My Commission Expires Mar. 26, 19 .. If Family Exemption claimed by Petition, give place of Record: ................................. ~~~~------···································· If Family Exemption is claimed at audit, give name, relationship and basis for Claim: ...... ~.9.tl:~-------··························· List any adyancement or distribution on account that has been made, and nature and amount of same: Milliam G. Davidson, brother 1971 Chrysler Sedan $2,875.00 Myrtle M. Davidson, s-ister and William G. Davidson, brother Miscellaneous household goods 956.50 Evelyn Brennan, niece Cash 1,000.00 Blair K. Warnick, ·nephew Cash 1,000.00 Estate of CoraM. Boles, deceased sister 100 shs. Commonwealth Edison Co. Com.St. 3,525.00 William G~ Davidsqn, brother. 200 shs,Commonwealth Edison Co.Com.Stock 7,050.00 Myrtle M. Davidson). sister . . 200 shs.Commonwealth Edison Co.Com.St'ock 7.050.00 ::>ee Exhibits "G" through "G-611 · $23 456.50 Suggested distribution of balance shown, both as to principal and income, attaching signed and itemizecf ~lections .'to take in kind if balance .is not in cosh: residuary shares being stated in proportions: · ·~First :Baptist Church :.Midway, lP'ennsyl vania .*Christian and Missionary Alliance ·Oriental Missionary Society Moody·Church Moody Bible Institute of Chicago Transylvania Bible Schobl Evangelistic Faith Missions Twentieth Century:Reformation Hour lPacifi,c Garden Mission Gospel Association for the Blind American Bible Society Nyack Bible College World Vision, Inc. Midway Volunteer Fire Department Fuller Theological Seminary William G. Davidson Wilbert L. Davidson Myrtle M.·Davidson Norvel C. Boles and :Wilda M. ·weiss Executors of the Estate of Cora M. Boles, Deceased 1/4 share Residue 35% of 1/4 share Residue 10% of 1/4 share Residue 5% of 1/4 share Residue 5%-of 1/4 share Residue 6% of 1/4 share Residue 5%· of 1/4 share Residue 3% of 1/4 ·share Residue. 3% of 1/4 share Residue 4% of 1/4 share Residue 3% of 1/4 share Residue 10% of 1/4 share Residue 5% of 1/4 share Residue 3% of 1/4 share Residue 3% of ·1/ 4 share Residue · 1/8 share Residue 1/8 share.Residue 1/8 share ~esidue .1/8 share Residue \ *The Christian and Missionary Alliance has elected to "take in kind" as part of its distributive share the $1,000 Christian and Missionary Alliance Foundation Debenture due March 15, 1975. See Ie.tte~··:.attached as Expibit 11C11 • · • AI.LEDHENY COUNTY OF~ SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, rr, being. duly ......... l?.:W9X.I..l:. ................... doth depose and say ' that the facts set forth in the foregoing petition are true • •• •• o4 "' And your petitioner will. ever pray, etc . to the best of .......... J~~?.. .............. knowledge and belief. -----------~~~~!?-.... ~~-----··············--to and subscribed before ~ , 0 0 , -I' . . me this .. LY.'T.#. .. day of .. o •• P.§Q§liJ.b.~:r . .,.. ....... ~------19 .. ?... t__ ~~ ~;..,· ~~--. : Z:uL~· . ;"' //) ~-----~fil·--·7/!l"?lr-·:-:.·7·---~--~---: :t4· --------------------------------------------- 5. t . f~Off' _... '~ ~ " " .. ..__.....-:: -..· ~--. _.. ('I 1gna ure o · 1cer..... ... . . . . .. ":.1 •••••••••••••••••••••• ,~.. • . ~ T'tl f Off' . Notary: Public ··· ; --------·-··.:····::.·· ·--~ ---~---·····························-:_··· 1 e o 1cer .............................................................. . WILLihM J. PROB~T. SR .. NUIA•O I"UULIL' ...: -'· Office ex pi res ....... ftU~J!V.~~Jj, Akl,~~-ij~_l'jYJ~Q~tm .................... . MY COMMISSION EXPIRES MAR. 8, 1976 Member, PennsylvaniaAssociationof Notaries l [ \.--'· . '1 1 1),,. .,. •. No. 63-71-10?3 Estate of Phoebe E. Dickerman .......................................... }. ............. . Deceased Fiduciary .. \i~~~~~--~·.• ... P.~~~~~~~----··············· · Wilbert L. Davidson and The Union National Bank ................ ~£ .. ~~~~-~!?~.~E-.~---~~-~1?:!-.?.~~---····· PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following, in conformity with Court Rules adopted effective December 3, 1951, being rule No. 9: paragraph b-e;· and divisions thereof: shown on pages 23-24. 1. Written praecipes of all Counsel in the case. ·2." Copy of order appointing Guardian ad 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 of liens in case any of the ·· • funds for distribution are from judicial sale.of real estate. 9. ·Signed and itemized elections if any distribution in kind . . 10. Copy of Federal Estate Tax return if es- .tate is subject thereto. . James R. Donaldson, Esquire 614 Washington Trust Building · • • ' ·Washington, Pennsylvania 15301 Attorney ~2 c-I 1 ['... 1~t ·. ff" f .. > t ••. ;:r...), '73 FEB 14 PN I 01 RUssru.. tL~RINo REGisTER OF WitLs' VIASff!Nc::rot·l co .. PA. ' ;Jt:· :.:_ ''(.';; '~ .. ...,, .. ~ ~- \'' \\ .. )' ..... ~ _;, 0 } ~~ v;__ , I .. .'J 0 '· C><-"J.~2u· ~-.. POST OFFICE BOX NO. 837 PITTSBURGH, PA. 15230 GBORGB K. LEITCH VICE Plmsmmrr Ncriember 24, 1972 In re: Estate of Phoebe E. Dickerman, Deceased We are enclosing a copy of the First and Final Account of William G. Davidson, Wilbert L. Davidson and this bank as Executors, which was filed in the Court of Common Pleas of Washington County, Pennsylvania, Orphans 1 Court Division on October 25, 1972. The account was filed at No. 63-71-1023 and will ·come before the Court for audit on the Audit List which commences the week of December 21, 1972. A Petition for Distribution will be presented at the audit. Will you please acknowledge receipt of the··above mentioned account, notice of its filing and subsequent call for audit by signing and returning to us the enclosed copy of this letter. JW/cb Enclosures 9219 cc: James R. Donaldson, Esquire William G. Davidson Wilbert L. Davidson Very truly yours, George K. Leitch Vice President ------~ c-' --~,;-_,/ -. .. • '\ ,- ~~~$led-Swd.~ / . -w•l4 vt$io»-i ~or.p·WGS· ./ · ~ lU.blb Ct>ll~ v · ~ Jlb.io s~~ v-- Oo~l 1.$SS¢eS#UOJi -f(;ff -1\~. . ~ . . P~Ui.c~· ·~~~ -. . -. ' , 1-~~ YU·l~· .i. ~oc~, ~--.,«~ V;...<t·~: F~ D--.~. .......-~~ ~. • ' ' _. ·~ I .. -W~ ~~yo .. ~-~tetb <l~t~. RG~to~ !~ . ~Upt~ ~~ iiofl~ . lf:'~J~~ .Ulbl.E> ~~~ -· ./ . . . .. ~ B.t.bi(l; X~~t1t~ t~t _GM,o~o v- ~faa~ G~b· -· : ' . - 0»1~ ~rJf1t~-~QO.ut;· ./ ~. ll~ .$.· Itbs'i. :~: v' Olitifft~ & MU~f.o~ J1l~o fir.~ b.Ptt.,t .Gb~~. ,/ . :Jit~h. i'~ W'(t1un• lihi~~x. (Jf . · .·,., tne Es~ ,ofl~q~ ~-14:. :lolts.1. De~~ t: !i .Eo , . . -. · Mi._,u ~lo 'fJ;.D~n J • . •' ... •' .. ~. Uilliam G, Davidson ./ · · _ :t.-fr. ·"tilbel;t L •. Davidson'. v" . ' ' .. .... ::.. .. ~. l . .'· . .' . . \( .. ··.· . ~ .,_ -~ ·~· , -~ " ,· . ~ ~ ., . . . '' •I <~. • \ .. ,• l .~ ' . '· ,. ·-'· . . -!J ., • ... t~ ... · ,..·-. . -' '·• 1, 1-'HOEBE Ei. DICKERlVJ.AN, of the Borough of Midway, Count1• of v\·a&bln&ton and Coa.monwealth of :Pennsylvania, hereby declare the following to be a1y Last~ lll and Testament, hereby revoking all wills heretofore made by me. ARTICLE I: I direct all expenaes of my last illness and funeral be paid frorri. my estate as aoon as practicable after ruy death. In addttton, I direct that 1 be buried ln the fawlly lot in CENTER CI~METERY, Midway, i'ennsylvanla, and that a suitable bead8tone be erected on my grave. AR1'1C.LE U: lgh'e and bequeath to lliJ brother, WILLIAM G. L'iA VIDSON, lf llvl.ng, my automobile. ARTICLE W: I give and bequeath to ru y &tster, M YR T LE M. LtAVIDSON, and wy brother, ~'ILLIAM G. DAVIL~SON, or to the surVivor of them,. all my jewelry, clothing, household goods,· furniture; personal effects and all other slu1llar ltemli of tangible })eraooal 1-r~rty (except my auton::oblle, cash and securities) together wtth any policies of insurance thereon to be divided between them or diatributed an:.ong my family as tbey &ball agree and direct. ~hould there be no agreement, euc:b property laban be dlvtded between them by my executors tn as nearly equal portions as ~ey, in their dlacretlon, I deem practtcal, havtn& ~ regard for the personal preferences. of my eatd sister and my satd brother. Any property not so distributed shall be sold •d \ the proceeds added to wy residuary eatate. AHTICLE IV: I give and bequeath to n1y niece, };VEL YN F'. BRENNAN, U llvtng, the sum of One Thousand ($1, 000.00) .Lollar&. ARTIC.LE V: I gt~ and bequeath to Dl)'1;nepbew, BLAIR K. • I WARN ICK, lf llvtna, Ule &wu of One TbouB&Dd ($1, 000. 00) DolJar:t. ARTICLE: VI: I glve anr. bequeath to my sister, MR.b. CORA .M. BOLEb, .lf llvtng, one hundred (100) sbarea of Con:.n:onwealth Edison. Corupany stock. i,'_, ARTICLE VII: I give and bequeath to nay brother, WILLIAM G. DAVIDSON, and my stater, MYRTLE M. LAVII'SON, equally U llvlngt-or to the survivor of them, fov hudred (400) aba.re6 of Con::nAODwealtb E-dteon Company stoek. ARTICLE VID: AU the residUe of my eetate, real and personal, I devtee and bequeath ln the following manaer: A. One-fourth (l/4) Of atd residue 1iba1l be dlatrtbu ted to the F·msT BAPTIST CHURCH, Midway, PeDn8ylwanla, to be used 1n the following manner_: ··' 1. Such portion of this share as my brotJler, WILLIAM G. DAVI.D::>ON, and my &later, MYRTLE a DAV!LtON, ~y de&lpate aball be \IIJed ln eoa1blnatlon wtth church fwlda to •rer..t a suitable steep~ .;,a the church. 2. The ba.Jance of tbia ahare libaU be used . Of the church ln whatever rnanner my sald brotber and stater. ln tnel.r dt&eretton n:.ay dl.nct. A );OSBlble use of &Jch &bare would be the establlabment of a n.;emorlwn to my brother, CYR:ENJU6 l..AVII.4bON, and/or the payment of a portion of the church mort&&&•· B. · One-toW't.b U./ 4) of Ala residue ab&ll be dlatrtDuted . ln the followtag Dltumer: 1. Thlrty-flve (31%) per cent to the <:;BRISTIAN ANI,. ivtiSblONAHY ALLIANC~:., 200 Weat 44th .~treet, New York, New York, to be used ln foreign m laalonary work. a. Ten (10%) ~r cent to the OHIENTAL MlSblONAF~Y bOC:IE'fY, Greenwood, lndlaa, to be ued ln torelaa mta•lonary work. 3. F'he (6%) per cent to tbe MOODY CHlmCH, 1609 North La balle Street, Chtc:ago, llllDola, to be WJed wbere oeeded moat. -2- I. ~ , -' '• 4. Flve (5%) per cent to the Mf)()LY BIBLE . INSTITUTE OJ· CHICAGO, 820 North La~ btreet, CbltSgo, llllnota, to~ used ln the training of student&. 5. l:ilx (6%) per ceat to the THAN~YLVANIA BIBLE SCHOOL, Ji·reeport, Pennsylvania. 6. Flve (5%) per cent to FVANGELJSTIC FArrB M'ISSIONS, Bedford, UllDOis. lDdi•aa P. E. D. 7. Three (3%) per cent to TWFNTIETH CENTURY ~F. F"OIUviATION HOUR, tolllnganvood, New Jer~~rey. S. Three (3%) per cent to the l'ACIF·Jc GARDEN MI~.SION, 646 ~outb ~tate ~treet, Chicago, Wtnots. . 9. Four (4%) per cent to G(X:-Jf'E L ~~OCIA TION . f'OR BLIND, College .Point, New York. Three (3%) iAr cent to A.M,E RIC'.A N BIBLE . I .. i 10. SOCIETY, Chicago, Wtaota. 11. Ten (10%) ~r cent to NYACK BIBi..E COLLEGE., Nyack., New YO.rk. 12. f'he (5'·,f,) per ceat to v .. ORLD VlbiON, I·NC., i'uartena, CalUornia. 13. Three (3%) 11er cen1 to Mll..a\\'A Y VOLUNTEER fffi}; fJ!;,l)ARTMENT, Midway, !;eruaaylva&da. 14. Three (1%) ~~· t:ent to Jo~ULLEH THE:GLOOIC'AL SF. MINAhY, l .. o.& Angeleti, CalUornla. C. One~haU (V2) oltia1c! Ee&Olc.<ue ob&U be oltitrlbutec SOL!:s. If WILLIAM G. i:AVIL'~ON or .MYRTLE M • .LiAVI~ON fe.U to avvtve me, the &hare to wbleh he or she woub! nave been entitled sbaU be dletrtbutec.t equally to the sw'Vtvors of r~.y atoreJ&med brothers and ~tate1·s, o1· U they -3-1 i (~ --------------------------.--------, are all deceued, to the ltiMu.e, ·~r stlrpea, of Ui~· sister,. M:t1:6. (OHA M. BOLE::>, awi n.ly brother, WILBERT L. J.iAVILbON. If M~. CuRA M. BOLE~ fails to aurvbe u.e, the 6Aare to which 6he wowo bave been eaUUed shall be distributed to her iSsue, per stlr}Jes, or U abe shall bave no issue then Uvtng, to the ,.urvivors of m.y &forenamed brotberts anci til&ters equally, or lf they are all deceased, to the ~atwt ol 'ldLBERT L. LAVU:~ON, per stirpes. U \\I.LBEhT 1-. DAVI.i.kON lalla to SW'Vlve we, tAe share to wtalcb he woul<: have been entitled asbali be cistrlbuted to bi .. issue, per &Urpea, or lf be &ball bave no lstiue then Uvin&, to the aurvlvors ol my aforeoameci brothers and ' staters, or U they are all aeceued, to uw laaue ui M.H~. CvM M. BOLE~, ~r stlrpe&. Ia the event allot my aforeaamed brothers and al11teras and the issue ol YLRS. CORA M. BOLE& and WILBERT L. l.iA VIU)ON fall to aw-vtve me.-the sbue of residue to whlch tbey woulcl bave been eDtttled tihall be dbstributed to the person Ol' person& wbu would have bee~ entitled thereto U l bad then dled lnteatate, set&ed ana poaaeaaec:i thereof .q. U&e toua110Dwe&ltb of 1-·ennsylvanla. ARTICLE IX: 1 &~AJOlnt my .wotbers, \\1LLIAM Q. LA VIDtSON and Y,.'JLBERT L. DAVJWON, ana 'fHE UNION NATIONAL BANK OF }-;IT1'~BURGH executor& under thUi will. No eucutora actlDC hereuader aball be required to give bond or other &ecurtty for the faithful verformance of tbelr &ltles. 1 authorize my executors, and their succeuor or aucceeaors, lD their difscatton, to eurcliie tbe iollowbJ8 powera. to addUlon to tboae given by law: A. 1'o accept, retalD and love at lD a&) real or peramal ~ro~rty, 1neh&dln& 11toek of 'fbe Union Natloaal Baak o1 .1-·lttaburp, wWlo\ll reMt.rlctlon to !ep.l lnweatmeata. · B. To sell, exdJan(}.:e, j:8rtltlon or leaM for_ any period of t~e any real or personal pro~JGrty a:.ld to give 051Uou therefor' for cash or credit, with or without security. -4- .. C. 'fo borrow money from any person lncludlng &n)' fiduciary actina bere\Uider, and to mortpae or ple~e &DJ real or per•o•:i pr o"'ert y. D. To coll:.~Jromtn, arbitrate or abancon clalma. E. To .uiake dltitrlbutlon · tn cash or ln kind or partly in eacb. F.. To n;a11e sucb elections, declsionc, concessiou and settlements ln connection wtth alllncome, eatate, lnberltance~ gUt or other tax returns and the payment of such taxes, without obllptlon to adjuat the distributive &bare oilDcome or principal o1 &n)' ~·raon thereby affected. G. 1'o trauler or record atoc.k. certificates or other· aecurltles lnto the name or oames of the flc:haelai-y, flduelartea or nomtnee. ARTIC:LE X: . AU estate taxes, laheritance taxea, tranafer taxes aad other taus of a &!Alllar nature payable by reuon of my death to any govern- ment or riubdivtalon ~reof upon or wltb respect to any property subject to any such tax sball be paid by m)l e:ucuto1'60\lt of the principal of that portion of my eatate dlspoied ol by Article vm and alltntereat wtt.b respect to aay 6iuch tues shall be p&hi by. my executor& out of the tocome or ,PriAclpal or paJ"tlJ out of tbe 1DcollJe and partly out gj the prtndpal of auc:h portion of my estate, ln the absolute dlecretton of my executors, without retwburaen:eat from or apportlonn:.ent among the benefielartea, redplents or owners of such i)roperty for any such taxes or tntereat. ARTICLE XI: U any mlnor shall t. entitled to receive any Jll"Operty by reason of my death, wnether UDder tbls wtll or by the term• of uy lnauranee contract or otberwlM, I a~polnt THE ONION JIA 1'10NAl.. BANK 0}' · !-'iT r~BURGti, Guardiaa of tbe !; .state of aatd mtoor aa to aucb propeJ'tJ, &lYiftl aod craotira& to such Guard1an, lD addition to and DOt lD Un:.ttatloD of all ~ower a eoDferred by Jaw, the lollowln& epectflc: powers, to be eaerctsed in ita sole dtacretlon and without order of court; to retain l.o kind any sucb pro~rty, real or per~, received b) lt from aoy source; to Hll UJ auch -1-. . .. .· property upon su\!h tern·,s anc: conditions as it shall believe aCivisable, giving good title to any real estate thus sold; to invest and reinvest in such stocks, bonds and·other investments as it shall deem advisable, without being li1r:.ited to those investments in which guarcH8Jls are by law required to invest a .tninor's funds; and to disburse to or for the benefit of such rninor so m.uch of the income from and principal of the minor's bald property as it deen"s advisable for the minor's health, maintenance, support and coalplete education, including preparatory, college and postgraauate orJI'ofessional training. iJistributlon of each such minor's share shall be made upon his or her attaining the age of twenty-one (21) years. ARTICLE :Xll: 1 have not included in this wy Last WW and 'Testament provisions for certain brothers and friends. I do so either in the belief that they are amvly provided for or knowing that I have provided for them . . . by the purchase of bonds in their name and not because of any .lack of love and affection. IN VviTNE~b \i\1HEREOF, I, fHOEBE E ~ L'ICKERIVlAN, have hereunto set my hanc and ~eal this Z7tb day of iVlarch -------' 1969. /a/ Phoebe E. Dickerman (SEAL) Signed, sealed11 published and declared by the above-nan ... ed Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, in her presence and in the ·presence of each other, have hereunto subscribed our names as witnesses. lei W. Donald McKee Address Z13 Verodca Dl'lve /e/ J. Sidno¥ Smith Address 221 Salem nrtve I HiREBY CERTIFY THAT THE Ff:lREGOING IS A TRUE AND CORRECT COPY OF DECEDENT'S WILL J ---------~--------------o---~ .• 1\ffiilauit. ®f 1Exerutnr ®r .Ailmtnistratnr · &tatt nf Jrun.egluuuiu } · Clhnmtg nf llulpqto .as: . - {j . Personally before me, the undersigned authority, a --~ ... .ncitar,y. .. p:u.bli.c ... ~ ..... in and for said C d STEPHEN J. EVERS; JR., Assistant Trust Off¥ber of'. ounty and ~tate, appeare THE"1J'NTON""NA'TIONA:I; .. BANK··oy·prT'fsmrRGR······:· :·. <Y, oemg ·duly sworn accordmg to law, deposes arid says Uiaf ne Is tlie ·execufor-or ~mttn~ .of the es- tate of ... F.HQEB.E .. E .... D.ICKERMAN., ................. deceased, that the foregoing schedules · <-OI)stitute a 1 t . t d . . t f th. 1·· d 1 t t f PHOEBE E DICKERMAN comp e e mven ory an appra1semen o. e rea an persona es a e o ...................•........................ ,· deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item of real and personal estate in the foregoing schedules. are determined and ·stated by the undersigned to be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each item made by the above named Executor · ~- William G. Davidson William G. Davidson Wilbert ·L. ·Davidson: Wilbert L. Davidson Sworn and subscribed before me THE UNION NATIONAL BANK OF.PITTSBURGH Stephen J. Evers, Jr. this 13th day of April ·, 1972. Lowell R. Snyder, Notarv Public Assistant Trust Officer _J,_9.7.5. .... _ Pittsburgh, Allegheny County 1-My .. Colllii!i~~:tq;n ___ m.:i..res .J.anu~_;r::v. __ g_-,_ Executors -~---~~--~--~----~----~---~~~~------~· .. ·.: .. ~.~-~~~·-·:~-~-~-. ~~~~~~"---~-~--~~~--~·-·· --~·-···~---~--_;;::;,_ -~----· ~--~---~-.... _: __ ·"' 3Jutttutnrg nub Appnti!ltmtttt-of the goods and chattels, rights . and· credits which were of ... r.HQEs.E ... E.~ ... PlC.KE~,..))~.C.~Aa~.d ....... .l~te ·of .20.6. .. ~ef!ar.s9.tLStr.a~.t., ... Mid:way: .......... .. W tJshington County, Pa., talun and 11Uitle in conformity with the above affitl~vit. . DOLLARS -CENTS I ==========ff=====::;====-1 See Attached Schedule ;=-,·;~ 4 ~-11'-7? ~nv, Pf<-f; 83 ~ /0'3 ~100,225 06 . I ·------------------~----------~------~----~----~1 :· ...... _ >.;-'•:·-.·· .. ; .. ·.-.: '•: .. INVENTORY ,.,.. I . of all real and personal estate of PHOEBE E. DICKERMAN, Deceased, late of 206. Jefferson Street, Midway, Was~ngton County, Pennsylvania. PERSONAL ESTATE. SCHEDULE First Federal Savings & Loan Association of Pittsburgh Savings account # 02 01 23992 Mellon National Bank, Main Office Savings account #·43486 Special Passbook account# 001·800507 Pittsburgh Home Savings & Loan Association savings account # 39761 . Pittsburgh National Bank, McDonald Office. Savings. account # 81-1990421 · .. The Union National Bank of Pittsburgh, McDonald Office Savings account # 730134764 Blue Cross of Chicago Illinois Refund of Unearned Premium Cash found in Safe Deposit Box Allstate Automobile. Insurance. Refund of unused Premium $2,000 f/v Dollar Savings Bank, Oliver. Building Office Deferred Income Certificate of. Deposit dated 7-30-70 due 7-30-72 @ 100 accrued interest to 9-29-71 $1,000 f/v Mellon National Bank & Trust Company, Main Office 5% Savings Certificate·dated 12-16-70 due 12-16-71 @ 100 accrued interest from 6-30-71 to 9-29..:.71 The King's College, Incorporated annuity and Bond Contract · Annual annuity interest' paid to 9~3-71 Bankers Multiple Line Insurance Company Refund of unearned premium. ('m .Policy # 692044?98 $ 3,283.90 2,822~65 6;065'.26 1,159.93 6,531. 72 15.30 300~.oo . 76.40 2,000.00 121.80 1,000.00 12.47 30.57 2.59 Stocks 12 shares American Home Products Corporation $2.00 Convertible Preferred @ 120 7/16 dividend of record 9-14-71 1.38 shares Bullock Fund, Limited capital @ 15.05 · .32 shares Central & South West Corporation common @ 42 3/4 . 6 shares The Chase Manhattan Corporation capital @ 51 1/16 1,058 shares Commonwealth Edison Company common @ 35 1/4 . dividend of ex date 9-16-71 110 shares Duquesne'Light Company common @ 22 .3/8 . dividend of record 9-3-71 42 shares General MOtors Corporation common@ 89.9/16 12 shares Kentucky Utilities Company· 4 .3/4% Preferred @ 66 1/2 · · 20 shares Madison Fund, IncorPorated common @ 15 1/16 429 shares Northern Illinois Gas Company Bonds common @ 27 11/16 · · dividend of ex date 9-16-71 .35 shares Northern Illinois Gas Company $1.90 Convertible Preferred @ 29 1/2 dividend of ex date 9-16-71 · · 7 shares Reynolds Metal~ Company 4 1/2% Second Preferred @ 64 1/4 88 shares Wellington Fund common @ 11.40 Net investment income distribution dated 9-.30-71 received.as stockholder of r.ecord 8-.30-71 10 shares Westinghouse Electric Corporation common @ 94 15/16 $ 100 f/v United States Treasury Bond Series ":tl:" dated 8-1-49 due 8-1-59 $ 1,445.25 6.00 2,076.90 1,.368.00 .306 • .38 .37,294.50 581.90 2,461.25 45.65 .3,467.6.3 798.00 .301.25 11,877.94 190.91 1,0.32.50 16.6.3 449.75 1,00.3.20 9.68 ' 949 • .38 16.3.28 -'·' :·', ·, . ... . :. . . Bonds (Continued) $1,000 f/v United States Treasury~Bond Series "E" dated ? ... 1-69 due 5-1;..75 •· · $ 500 f/v United St~tes -Sav;i.ngs Bond Series ''H" dated 11-1-53 due 7-1-63 · $ 100. f/v United States Sav.ings Note dated 7-1-69 due 1-1~74 @ 88.12 $1,000 p/v United_States 7% Treasury Note Series ''D".-.1975 dated 8-15-71 due 11.;..15,..75®.104 . interest from 8;..15-71' to 9-29.;..71 $1,000 p/v United States 5 3/4% Treasury .No·t~s Series "A" -1975 --. dated 2-15-68 due 2-15-75 @ 99 25/32 inte~est from 8~15-71 io 9-29:..71 · $1,500 p/v ·chi-istian & Mlssiona~ Alliance Foundation, Incorporated., First Mortgage Sinking Fund Debenture 7% dated. 3-15•67 d~e-9-15-72@ 100 interest 3-15..:.71 to 9-15..:.71· · interest 9-15-71 to 9-29-71 $1,000 p/v Christian & Missionary Alliance Foundation, -Incorporated, First-Mortgage Sinking FUnd Debenture 7% · · dated 3-15-67 due .3-15.-75 @ 98. 1/2 interest 3-15;,.71-to 9,;.,15-71 interest 9-15.:.71 to 9.:.29~71 $1,000 p/v Winchester North, Incorporated 8.4% Convertible Subordinated-Debenture dated 12-17-69 due 12-i;_94 @ 100 · interest 9,;,.1-71 to. 9-29-71 .. Miscellaneous 1971 Chrysler Sedan One lot miscellaneous hous.ehold goods (David J. Wack, appraiser) · $ 816.00 500~00 88.12 1,040.00 8.56 997.81 7.03 1,500.00' 52.50 4.08 985.00 35.00 2~72 1,000.00 6.77 2,875.00 956.50 $100,225.06 ... • I 'I f j, , .r . REAL FSrATE SCHEDULE . . REAL FS.r.A1'E' IN PENNS!LVANIA . . l MEM0RARIJUM OF REAL .FSrA'l'E OUTSIDE THE COMK>NWEALTH OF PEDSYLV ANIA 4-• . . ..., .. None· None t tmll~!W 6Eit~iFV )~1U11 rnR ~oit~aOiN& l§ A · ~iJJ.E :A.ND C RECT eOPY OF INV 'r&RY AS FI:bii.fD ··~-----~----------------------------------~--~ • i. I ,> IN THE COURT OF COMMON PtEJIS OF WASHINGTON COUNTY, PENNSYLV ANIJ!.. ORPHANS I COURT DIVISION IN RE ESTATE OF PHOEBE E. DICKERMAN, DE:; EASED :. NO. 63-71-1023 N 0 T I C E TO: John M. __ ~~~, . . . ...... ~.1~; . .-. .... -·~: Deputy Attorney'General· '• ...... _ ,., 1116 Frick Building Pittsburgh, Pennsylvania 15219 . P'ursuant to the requirements of ,Section 5 Rule 5 of the Orphans I C.ourt Rules of the Supreme Court of Pennsylvania as amended January 26, 1968 take notice that:. ~ · (a) The First and Final Account ::pf 'William G. Davidson, 1Vilbert L. Davidson and The Uriion National Bank -~r·P'ittsburgh, Executors of the Estate of Phoebe E. ·Dickerman, Deceased was· .f~wed in the Court of Connn.on Pleas of Washington County, Pennsylvania, Orphan~:~: Court Division on October 25, 1972. ~ ·. ' : ' :\~J;l'' (b) The account was filed at No. 6317;1-1023 of said Court and wiJ.l · come before the said Court for audit on the Audit List which connn.ences the week of December .:n, 1972. .A copy of said account is herewith enclosed~ (c) Phoebe E. D'icke~, Deceii.s~d died on September·"'29, 197l,·'·having first made her Last :Will and Testament dated March 27-, ''1969··wh:ich was••> · .. probated in the Office of the Register of Willsoof ·washington County, Pennsylvania on October 13, 1971 and Letters Testamentary were issued to the Executors therein named. (d) A copy of the Last }/ill and Testament of Phoebe E. Dickerman is llerewith enclosed. (e) The names and addresses of the specific Charities affected by said proceedings are as follows: .... · First Baptist Church Midway, Pennsylvania Christian. and Missionary Alliance 200 ~est 44th Street New York, New York 10036 .9rient.~;r Missionary ~oci~ty l!nc:. Box A' Greenwood, Indiana 46142 Moody Church 1609 North La Salle Street Chj,:cago, Illinois 60600 Moody Bible Institute of Chicago 820 North La Salle Street Chicago, Illinois .60600 Transylvania Bible Sqhool Freeport, P.ennsylvan~a-~· ~6229 Exhibit 11 A11 1/4 Residue 35% of 1/4 Residue 10% of 1/4 Residue 5% of 1/4 Residue·. 5% of 1/4 Residue 6% of 1/4 Residue .. , I ·I ' ., Evangelistic Faith Missions Box 617 Bedford, Indiana 47421 Twentieth Century Information Hour Collingswood, New Jersey 08108 Pacific Garden Mission 646 South St.ate Street Chicago, Illinois 60605 Gospel Association for Blind 550 Broad Street Newark, New Jersey 07102 American Bible Society 1865 Broadway New York, New York 10023 Nyack Missionary College 30 N. Broadway F.· 0. Box 14 Nyack, N.e,w York 10960 ~orld Vision Incorporated 919 W. Huntington Drive Monrovia, California 91016 Midway-Volunteer Fire Department Midway, Pennsylvania 15060 Fuller Theological Seminary 135 North Oakland Avenue Pasadena, California 91101 5% of 1/4 Residue 3% of 1/4 Residue 3% of 1/4 Residue 4% of 1/4 Residue 3% of 1/4 Residue 10% of 1/4 Residue 5% of 1/4 Residue 3% of 1/4 Residue 3% of 1/4 Residue (f} The approximate market value of the Estate to be distributed as residue is $28,000.00. (g) The name and addresses of the Fiduciaries are as follows: William G. Davidson 204.Jefferson Avenue Midway, Pennsy 1 vania 'Wilbert L. Davidson 501 Harrison Avenue Greensburg, Pennsylvania 15601 The Union National Bank of Pittsburgh P'ost Office Box 8.37 Pittsburgh, Pennsylvania 15230 ... ., (h) The name and address of Counsel for the Fiduciary is: James R. Donaldson, Esquire 614 Washington Trust Building Washington, Pennsylvania 15301 The Union National Bank of Pittsburgh, Executors of the Estate of Phoebe E. Dicke'!" Dec:~"' _ ' _ By a_ .. ~ ;;rc;;RESIOEN'li'l Receipt of·:.the foregoing Notice ~ereby ackno~dged and of the enclosures therein referred to this ~ day of ~~ , 1972. ~:'--"-'' ~ -~-~-,..;,...· ,;..:...:----..--... --------•-cc• Prob. 667 ': l i 11 ·' j ~ ! i j I i r l f, I I•' r . ~I i! l ,. l ;· j ~ l ,, . ~ . ) . j I I I . Certificate of OHiciali Character . Jefferson The State of Ohio, .................................................... County. Common Pleas Court Probate Division I, .... ~ .................. :!.Q!:J:l ... E.~ ... ?.P.!?D ............................ , Sole Ju,d~e and e.--c-officio Clerk of the said Court in and for said County, do hereby certify that ........................................... . . . . ... .. ............. .......... ................. ..... .. . . .. !'! .?.::--.~:: -~---~~ ... J?.?. ~~ ~ ... ?!!! ~-. -~ ?; ~1.9. ~ .. M.! ... W ~ J.?. ~ ................. . ................................................... ......... ... ....... .................. ....... ..... ........ ha,ving niade application as required by law, ..... ':!..:.r:.: .. , on the .. B.:th ....... day of. .................... !Yla~ch ... ./1. D. 19 .. 1~ .. , duly appointed and qualified ............. :~:.:.~:_~~-~---·······-~---··················································· of the ................................ ~~Es tate ... of ....... s;.ox.a .. .M ••.• Boles., .. .dec.e.ased ..,. ........................ . ......................................................................................... and that Letters authorized by law, issued to .... t.hero .... as such ................ Ex.G..c.u.:t.ot:&-------·······-··-·····-·····-·······-···················-···-········ And I Further Certify that said Letters are unrevoke-d and in full force and effect, that said bond and sureties remain sufficient and that the said Norvel c. Boles and Wilda M. Weiss ·······-···--·--···-·---------------------·----------------------------------------------------------·-·----------··--··· --------... -- . ..... tAi..~ .... still the le~ al and actin~ ----~~~-C.\lior..s. ................................................................... . of said .............. ~~-~-~-~!---·································-····-··················-·················-··-·······················-.... . IN WITNESS WHEREOF, I have hereu.,nto set rny ha-nd and caused the seal of said Court to be affi.xed, at .... ?.~:=.'!..~~:?Y.~}-~-~---·········-, Ohio, thi-s ····---~-tb ... day of ····-······-·-········--~1_q._x_~h ...... .19 .. 7~ .. ........ -..... ·········-. ··-:!.?. ~ .r: .. -~ _.__ .?.P. ~::-... -· .... -....... -. • Judge By ·--~y-fl~-k4·"D~~-ci;ic··· Exhibit 11B11 \ ,( •.. • .-f 9v2/~-- •• 1he €hristian and missionary ~Hianct 260 WEST 44TH STREET • NEW YORK, N.Y. 10036 CABLE ADDRESS "PAROUSIA" PHONE LACKAWANNA 4-9282 Mr. Stephen J. Evers, Jr. Assistant Trust Officer The Union National Bank of Pittsburgh P. 0. Box No. 837 Pittsburgh, Pa. 15230 Dear Mr. Evers, December 20, 1971 Re : Estate of Phoebe E. Dickerman·, Deceased Please be assured that we are entirely conversant with the securities of the Christian and Missionary Alliance Foundation. Thank you for your further information. This will be a confirmation that.we will be. glad to accept in kind as'payment on the estate of Phoebe E. Dickerman the specific securities mentioned in your December :16 letter. Thank you for your detailed and careful evaluation of the· items ·in the estate of our deceased friend. Your:;:::::; !, k· BERNARD S. KING, TreasureJ fs Exhibit 11C11 r:u .. £D ji\N 1 0 i97Z RE'CEPffC![J) DEC 2:4r. 1911 'I INDIA REPUBLIC OF GUINEA IVORY COAST t.AALI-UPPEI VOLTA CONGO. GABON REPUBLIC VIET NAt.A CAt.ABODIA LAOS THAILAND COLOt.ABIA PERU EcUADOR CHILE ARGENTINA CHINA-HONG KONG ISRAEL ARAB LANDS JAPAN PHILIPPINE ISLANDS INDONESIA WEST IRIAN. BRAZIL TAIWAN r· I 1:. 1. 'f \ ) J ' \ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF PHOEBE E. DICKERMAN, DECEASED NO. RECEIPT I, WILLIAM G. DAVIDSON hereby acknowledge to have received from WILLIAM G. DAVIDSON, WILBERT L. DAVIDSON and THE UNION NATIONAL BANK OF PITTSBURGH, co-executors of the estate of PHOEBE E. DICKERMAN, DECEASED, the following: 1971 CHRYSLER SEDAN $2,875.00 IN WITNESS WHEREOF, I have hereunto set my hand and seal this ./" ___ -.6 __ day of -~::?k::___;;;.:::;...:;.. __ , ___ , 1971. Exhibit "G" -~. r i l IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF PHOEBE E. DICKERMAN, DECEASED RECEIPT NO. 63-71-1023 ,. WE, MYRTLE M .. DAVIDSON and WILLIAM G. DAV+DSON, hereby acknowledge to have received from WILLIAM G. DAVIDSON, WILBERT L. DAVIDSON. and THE UNION NATIONAL BANK OF PITTSBURGH, co-executors of the.Estate of PHOEBE E. DICKERMAN DECEASED, the following as payment of bequest under Article III of Will: this WITNESS: MISCELLANEOUS HOUSEHOLD GOODS $956. 50' IN WITNESS WHEREOF, we have hereunto set.our hands and seals /od day of ?z~-, 1971~ • ~~fl1,~'~ ({ , MY-rtle M. Davidson /' ~Y)~~ Exhibit "G-:J_" (SEAL) IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE ESTATE OF PHOEBE E. DICKERMAN, DECEASED No. 63-71-1023 RECEIPT I, EVELYN BRENNAN, acknowledge to have received fro~ THE UNION NATIONAL BANK OF PITTSBURGH, WILLIAM G. DAVIDSON and WILBERT L. DAVIDSON, Co-Executors, the sum of One Thousand ($.1,000.00) Dollars which was bequeathed to me as set forth under ARTICLE IV of the Last Will and Testament of Phoebe E. Dickerman, Deqeased dated March 27, 1969. WITNESS my hand and seal this._~t>Z~Z:...-__ day of 1972. WITNESS: ~ ,tf!J,u IL /~:;-«~ / Exhibit "G-211 ·: ..• IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE ESTATE OF . ,o PHOEBE E. DICKERMAN, DECEASED NO. 63-71-1023 R E C E I P T I, BLAIR K. ,WARNICK, acknowledge to have received from THE UNION NATIONAL BANK OF PITTSBURGH, WILLIAM G. DAVIDSON and WILBERT L. DAVIDSON, Co-Executors~ the,sum of One Thousand ($1,000.00) Dollars which was bequeathed to me as set forth under ARTICLE V of the Last Will and Testament of Phoebe E. Dickerman, Deceased dated March 27, 1969. 1972. WITNESS my hand and seal this 2: .fl day of A.E/3.. I 9' Z;L .;,u;/]~~~· --_--1(~· /)1/~-~~-· ...;:~ ~-_(SEAL) ~ BLAIR K. WARNICK '-.,""" Exhibit "G-3 II . ,\ f[B 28 '1$7~ ~ ,. -:· IN THE COURT OF COMMON PLEAS OF WAsHINGTON COUNTY, PENNSYLV .ANI A ORPH.ANS 1 COURT DIVISION IN RE ESTATE OF PHOEBE E. DICKERMAN, NO. 63-71-1023 DECEASED RECEIPT I, WILDA M. WEISS, Executrix of the Estate of Cora M. Boles, Deceased, do herebyc·.acknowledge ,to have received. from William G. Davidson, Wilbert L. Davidson and The U~ion National Bank of Pittsburgh, Co-Executors of the I ' Estate of Phoebe E_. Dickerman, Deceased, the following in accordance with Atticle VI of the Will: Commonwealth Edisori Company 100 share's 3,525.00 IN WITNESS WHEREOF, I have hereunto set my hand and seal this ,;2 vn£ day of r~L . , 1972. WITNESS: ( :t );_f!j& ,·71) "f4jo~4.4t (SEAL). Wilda M. Weiss, Executrix of the Estate of Cora.M. Boles, Deceased Exhibitt ttG-4" IN THE COURT OF COMMON PLEAS OF~.i;W.ASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE ESTATE OF PHOEBE E. DICKERMAN, NO. 63-71-1023 DECEASED RECEIPT I, WILLIAM G. DAVIDSON, do hereby acknowledge to have received from William G. Davidson, Wilbert L. Davidson and The Union National Bank of Pittsburgh, Co-Executors oftthe Estate of Phoebe E. Dickerman, Deceased, the following in accordance.Mi th Article VII of the Will: Commonwealth Edison Company 200 shares 7,050.00 . ·1 0 -tA_ · IN \.JITNESs· WHEREOF, I have hereunto set my hand and seal this __ ..L.~7 __ _ day of dJ~ , 1972. WITNESS: Exhibit "G-511 .· . IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE FST .ATE OF PHOEBE E. DICKERMAN, NO. 63-71-1023 DECEASED RECEIPT I, MYRTLE M. DAVIDSON, do hereby acknowledge to have received from William G. Davidson, Wilbert L. Davidson and The Union National Bank of · Pittsburgh, Co-Executors of the Estate of Phoebe E. Dickerman, Deceased, the following in accordance with Article VII of the Will: 6/21/l~ Commonwealth Edison Company 200 shares 7,050.00 IN WITNESS WHEREOF, I have hereunto set my•Jland and· seal this ,;;1/f:!:. day of ~ , 1972. ~111·~~ MYrtle M. Davidso.n (SEAL) Exhibit "G-611 1 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 63-71-1023 ESTATE OF PHOEBE E. DICKERMAN, DECEASED ADDITIONAL RECEIPTS AND DISBURSEMENTS TO THE FIRST AND FINAL ACCOUNT OF WILLIAM G. DAVIDSON, ,WILBERT L. DAVIDSON AND THE UNION NATIONAL BANK OF PITTSBURGH EXECUTORS t'7t_I!J December 5, 1972 SUMMARY SCHEDULE A PRINCIPAL PERsONALTY Receipts Disbursements Receipts Disbursements INCOME Page 3 Page .3 SCHEDULE B Page 4 Page 4 BALANCE PERSONALTY BALANCE NET BALANCE The Balance Consists of the Following:- Principal -Personalty Christian and Missionary Alliance Foundation, Incorporated First Mortgage Sinking Fund Debenture 7% $1,000 dated 3/15/67 and due 3/15/75 As shown in the First and Final Account Distribution · (See Exhibit No. I Page 16 of the First and Final Account) (See Exhibit No •. I Page 5 of this Account) Cash on hand Exhibit 11!" L_ ______ L_ ____________________________________ _ 101,171 93 49,048 58 3,778 65 308 00 12,881 50 10,575 00 52,123 35 3,470 65 55,594 00 985 00 23,456 50 27,681 85 52,123 35 f ,., .... I ESTATE OF PHOEBE E. DICKERMAN, DECEASED ~ Income -Personalty Distribution (See ·Exhibit No. I Page 5 of this Account) 880 00 Cash on hand . 2,590 65 •• 3,470 65 55,594 00 -2- ,.,, .. · ESTATE OF PHOEBE E • . DICKERMAN, DECEASED SCHEDULE A PRINCIPAL -PERSONALTY RECEIPTS Receipts in accordance with the First and Final Account filed 101,171 93 Conver~ion of A~~et Witboyt Gain or Lo~~ 1 9 7 2 Dec. 1 Proceeds redemption -$28,000 General Motors Acceptance Corporation Demand Note at 100 28,000.00 As shown in the First and Final Account 28,000.00 0 00 101,171 . 93 DISBURSEMENTS Disbursements in accordance with the First and Final Account filed 49,005 58 Administrative Expense i 1 9 7 2 Oct. 27 James R. Donaldson, Esquire I Reimbursement for cost of filing First and Final Account 43 00 49,048 58 I ) ! -3 - 1 9 7 2 Dec. 5 ESTATE OF PHOEBE E. DICKERMAN. DECEASED SCHEDULE B INCOME -PERSONALTY RECEIPTS Receipts in accordance with the First and Final Account' filed Dividend -Stock Commonwealth Edison Company Common 300 shares 11/3/72 Interest -Note General Motors Acceptance Corporation Interest distribution on $28,000 10/31/72 -11/30/72 DISBURSEMENTS Disbursements in accordance with the First and Final Account filed Administrative Expense The Union National Bank of Pittsburgh Accountan~'s compensat~on -4- 3,324 ?f. 165 oc 288 8C 3, 778 6 280 77 27 23 308 00 . . . EST.A'l'E OF PHOE'RF. E. DICKERMAN, DECEASED EXHIBIT NO. I Payments on Account of Distributive Shares Principal -Personalty Distribution Under Article VI of the Will Wilda W. Weiss, Executrix of the Estate of Cora M. Boles, Deceased Delivered 11/2/72 100 shares Commonwealth Edison Company Common Stock Inventory value Distribution Under Article VII of the Will William G. Davidson, brother Delivered 11/11/72 200 shares Commonwealth Edison Company Common Stock Inventory value Income -Personalty Distribution Under Article VI of the Will Wilda W. Weiss,·Executrix of the Estate of Cora M. Boles, Deceased, sister Dividends on· 100 shares Commonwealth Edison Company Common Stock · 2/3/72 -11/3/72 Distribution Under Article VII of the 'Will William G. Davidson,.brother Dividends on 200 shares Commonwealth Edison Company Common Stock 2/3/72 -11/3/72 Myrtle M. Davidson, sister Dividends on 200 shares Commonwealth Edison Company Common·Stock 2/3/72 -5/1/72 - 5 - .•· ,.,,. & 3,525 00 7,050 00 10,575 oc 220 00 4f:t0 00 22( 00 880 00 r•• ~~--~------------~--~~--~--~~~~~-:.-· ~,------------~--~------------~--~----------------, ... , ·,, .. ' ·, . . •, ~' ·-.. ~~ l' -. '. '. ),' to J. "" T ,. ~ F ~ f ' 4t. . ;, • • . .+ . 0\ • i ;. f ·. . . '. ' . . j •· . ~ .: • / :, · .: JAMf:S R. .DONALOSON' . •' ATTORNEY AT LAW, .>., 614 WASHINGTON TRUST BUI~OlNG- -.;t • t • ; . ·WASHINGTON, PKNNSYLVANIA 1~301 • . ~ "' .· . ' . . . • . . ' ' . .. , BURGETTSTOWN OFFICE . ·TELEPHONE (412)' 225· 5920 '• . . CCOIIiOnwealth of Penne:ylvtinia Department of Revenue . . Bureau of County Collections Har'tteburs, Pennsylvania ,. IN BE: Estate. of ~hoebe-E. Di~kerman No~ 1023 of 1971 Gentlemen: • MELLON NAn BANK AND TRUST BLDG. BURGETTSTOWN, PENNSYLVANIA 115021· WED. AND FRI. AFTERNOO~S .... ~ T';)· ·-. ..... .. --... .... . .... .. , .... Bntlosed, ~erowitt.hi ·1•. a copy of the Accoun(:.fit~ tn±:rtbe above 'estate .. . rus· estate wiU be audited by tne Orphans' Court Division of the COUrt of c~ Pleas of Washington County, Pennoylvania, on THURSDAY, DECEM8!R,21, 1972, at 10:00 o'clock A. H. ··. Enc. · ·, .. ,·, .. Very truly your a, .. . ' '• .. .. T/ ) I ' --1 I :: z < ~ > (/) z z Ill a. '; IN THE COURT OF COJVIJVION PLEAS OF WASHINGTON COUNTY, PENN1 • ORPHANS' COURT DNISION INRE: Estate of PHOEBE E. DICKERMAN, Deceased. ( ) ( ) ( ) ( No. 1023 of 1971 HEARING ON AUDIT ~ BEFORE: The Honorable ALEXANDER R. CURRAN, J., Specially Presiding. I-C) z :r:: (/) < 3: ..: u APPEARANCES: a: l-UI JAMES DONALDSON, Esquire, of Washington, Pa., representing the Accountants. 0 -' < ~ 0 :J .., :~: TIJVIE: 1-,.. N cri a: Ill 1-0: 0 a. Thursday, December 21, 1972, at 10:00 o'clock A.M , EST ~ THE COURT: Nunb er 1023 of 1971, the estate of Phoebe E. Dickerman. 1-0: :J 0 u -' < Mr . Donalds on ? g MR. DONALDSON: May it please the Court, I have all the necessary II. 0 papers in this estate. I would like to call the Court's attention to several matters which are set forth in the Audit Petition. The accountants have included various papers in the Audit Petiti bn. Elections to take in kind are shown as Exhibit "C" and several receipts are shown as Exhibit "G". There is an election by Christian & Missionary Alliance Church to take the bond ... in kind THE COURT: What is the amount of that bond? MR. DONALDSON: Nine hurrl red some dollars. It will be less than their share. It's a bond of the church. The Acceptance of cServic~ by the Attorney General is included as Exhibit "A". There is a copy of the certificate from the Common Pleas Probate Division if Jefferson County, Ohio, showing the appointment of executors in the estate of Cora M. Boles, who is one of the legatees, and suggest that distribution be made to the estate. There are certain additional debits and credits showr as-Exhibit "I". There is no Exhibit "H'·1 , I find as I look at it. ~ ~ ' 1 I · t ~ -Ther~ was· an ·irme'ritance Tax question.conc~rn.ing certain transf rs during the lifetime w h{ch I believe has been resolved. ' -I L THE COURT: As far as you know, tl:lere are no other complications? MR. DONALDSON: Nq other. complica,.tions that I know of, Your Hon r. ;, ' THE COURT: Is there anybody else in Court interested in the estat of Phoebe E. Dickerman? ( NO RESPONSE ) THE COURT: The Court will consider the audit of this estate close . ( AUDIT CLOSED ) ~I {: ~ I hereby certify that the proceedings and evidence are contained, z < > ·~ fully and accurately in the notes taken by me on the hearing of the above Ill z z Ill 0. i 0 I-C) z :r: Ill < ~ ..: u a: Iii 0 .J < 0 0 :I .., :t I-,.. N cti a: cause1 and that this copy is a correct transcript of the same. The foregoing record of the proceedings upon the hearing .of the Ill 1-~ above cause is hereby approved and directed to be filed. 0. Ill a: 1-a: :I 0 u .J < 0 ii: II. 0 By the Court, ..... ~,-~ ...... -· •:,..o-r"•'O':;- \•J ' ~- ! :~ :,. • '~ ' J -• .. •,-;: • ' <, ~,,...,;, (__~~!-··~.,4::\_:_,~. :.~~~~: __ :··~t~~~?: • i' lo ••~':f-~\ •\.,.~~'~f?.: ?,/ ... }; ... ; •.;'-~:-~-;l_r·:J< .. ;~. • -~ . , ';;_ .. -· ~~}~~-~;~ :J·~·:~~i:P. ~ B _ _JI fi< _. ; . ::·. 'i· \ ··. -. ,, .... \ .. . t .:... > <'I . . ' \-, •. \ ~-. ' ' -~ . .t ·· ... ,l•' -.. -,~--~-.'.:-~·,.. ·--T. , ,~ --.. - --- ~ .' ; ; .\ ~-~ :, ·.;.:-:';~:; :;¥~'~ ~ ·;;:· ·. i ;:'> .;:>.; ' ~~ :::: ·;:;r:.; ·---r ~_,. -o r-· cj. -?" (j) ·l ~ ' . ... "•'1: .. · .... ~~ ~-~ ........... :a. ·~ . · . . ~ '' ,. ,t •;i ·it·, ••• ,. r> ' e ·'· ' -. . . ~n :t4t <ttnurt nf <ttnmmnn Jltu.a nf lln.a(fingtnn <ttnuttty, · Jtnn.aylnnnin, ®rplJan.a' <ttnurt lini.ainn ESTATE OF No.-~63-L:.,-:...!.;n~-~J.~02=...3~------- Phoebe E. Dickerman, In the matter of the First and Final deceased. Account of VlUliam G. Davidson,WUbert L. Davidson & The Union National Bank of Pgb., ElEeeatePS ADJUDICATION AND DECREE And now February 13th , 19Jl_, this matter came on fc;>r heari.ng, audit and distribution at this session and testimony taken; and thereupon, upon due cons 1 de rat ton thereof of the bpl~e for distribution in the hands of the Accountant is determined to be $ 5.::>,.::>~4•00 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 m.ade part hereof, ex ttons hereto be flied 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 Balance,_·---------------------- Deduct Clerk's Costs & Receiptc::;_ ____________ _ Attorney . James R. Donaldson Russell Marino; Agent,: transfer inheritance tax, ~state, transfers aqd jointly held assets, $399.15 Interest fram.6-29-72 to 2-2D-73 15.38 William G. Davidson, brother, specific bequest in kind of auto, (1971 Chrysler Sedan), held in kind and distributed as such at the appraised value, credit to be taken by the accountants for ite11111 advanced prior. to distribution by the Court, · Myrtle u. Davidson, sister, and William G. Davidson, brotherJ to each the undivided 1/2 of items set forth in Paragraph III of the Will, held in kind and distributed as Slch at the appraised value 1 credit to. be taken by the accountants for items valued at. $956.50 advanced prior to distribution by the Court, Evelyn F. Brennan, niece, legacy, credit to be. taken by the accountants for funds in the amount of $1000.00 · advanced prior to distribution by the.Court, Blair K. Warnick, nephew, legacy, credit to be taken by the accountants for funds in the amount. of $1000 .oo advanced prior to distribution by the Court, 2875.00 956.50 1000.00 1000.00 $55,664.23 $51,293.97 $50,293.97 j ·.•. -._ .. ·· . ;. ::, ,.· .:_; ~ =· t:Y ..... ~ ~ =t. ~ . , " = ~ = , ... ;.: t:V· ~ • .!'-~ ~ ~ .. ~ ~ • .. '. . , ' . : . :· o. -> n m "' n 0 0 c: Cit :I' ...... 0 0 -- ~ - · .. , ... :I ...... ::r (b 3 0 ..... ..... (b ., 0 -..... ::r (b ·, . I ~ z 9 ~-'"'--· - " . v .. .. .,./ • . Wilda M. Vfeiss1 Executrix of the will of Cora M. Boles, sister, now deceased, specific bequest in kind of 100 shares stock of Conunonwealth Edison Company, valued at $3525.00 held in kind and distributed as such at the value as shown, credit to be taken by the accountants I for items advanced prior to distribution by the Court, I I I and dividends on said stock amounting to $220.00 3745.00 I $45,548.97 I ! ; William G. Davidson, brother, bequest in kind of 200 ' ' shares stock of Commonwealth Edison Company, valued at $7050.00, held in kind and distributed as such at the value as shown, credit to be taken by the accountants for items advanced orior to distribution by the Court, and dividends on said sto.ck .amounting to $440.001 7490.00 MYrtle M. ·Davidson, sis~er, bequest in:kind of 200 shares stock of Commonwealth Edison Company,· valued at $7050.00 held in kind and distributed as such at the value as showr, credit to be taken by the accountants for items advanced prior to distribution by the Court, and, diVidends on said stock amounting to $220.001 ' 7270.00 i $30;788.97 First Baptist Church of Midway, Pennsylvania, legacy 1 1/4 residue, under terms of the will as s~t forth in Article 7697.2~ 8-A .thereof, cash, . , ' • $23,091.73 : : Christian and Missionary Alliance, New Yor;k, legacy of 35% ·of 1/4 residue, including cash and 'a Bond of Chrietiaz arid ·Missionary Alliance Foundation, Inc. First Mortgp;ge I Sinking Fund.Debenture 7%, 1000 dated 3-15-67 due 3-15-75 valued at $985.00 held in kind and distributed as such at the valu~ as shown, 2694.03 Oriental Missioitary Society, legacy of 10% of 1/4 residue, 769.72 I Moody Church, legacy of 5% of 1/4 residue 1 384.86 Moody Bible institute of Chicago, legaa,r of 5% of 1/4 residue, 38h.B6 TransY-lvania Bible School, legacy of 6% of 1/4 residue, 461.83 Evangelistic Faith Missions, legacy, 5% of 1/4 residue, 38h.B7 Twentieth Century Reformation Hour, legacy of 3% of 1/4 residue 1 . . . . 230.92 Pacific Garden Missio~~· legacy of 3% of 1/4 residue, 230.92 Gospel Association for the Blind, legacy of 4% of 1/4 307.89 I residue, .. American Bible Society, legacy of 3% of 1/4 residue, . . ' 230.92 Nyack Bible College, legacy of 10% of_l/4 residue, 769.72 World Vision, lno., legacy of 5% of 1/4 residue, 384.87 Midw~ Volunteer Fire Department, legacy of 3% of l-residt e 230.92 Fuller Theological Seminary, legaqy1. 3% of. 1/4 legacy, 230.92 William G. Davidson, brother, 1/4 of 1/.2 residue, 3848.62 0 > ~ ..... z !r n :J n ..... !=> 0 :J'" 0 c • (1) Y"+• ..... :J ~· (1)· -+ 3 0 0 c ..... ..... ..... :::+ ~ (1) ~ .... o· g. ..... ..... ::r (1) t = N ~ ~ : ": ~ ~ ~ ~ ~ ~ '. ~· .· Wilbert L. Davidson, brother, 1/4 of 1/2 residue, MYrtle M. Davidson, sister, 1/4 of l/2 residue, Norvel c. Boles and Wilda M. :Weiss, Executors of the Estate of Cora M. Boles, a sister, now deceased, 1/h of l/2 residue, · . 3848.62 3848.62 3848.62 I • ... -~ .. . ' \. t -I ~ ....... f -; ' ; •'... \ ~ ~ 0 -t\ > 1{3 !!' n ::J z n ...,. ? v-+• 0 0 :::r ~ i c (I) 0 a 3 -t\ 0 0 to\' -t\ ~ ~ (I) ... 0 -t\ ...,. :::r (I) t .. = ~ ~ ~ ~ s ~ ' ;_::·.~}:::>><;: '~-.. .. ,; Form OC Div. 91 lin t~r ilattrr of t~r £statr of Phoebe E. Dickennan DECEASED ' .. • .... --,i lin t4t ®rp4ans. Q!ourt mtuision nf t4t Q!ourt nf Qiommnn Jlras nf ~ w.AS!Ir~ToN":J · <ttnuntg Jrnnsgluania No. 63-71-1023 of 19 __ i\nom 1\11 tlrn iSy W~rsr l)lrrsrnts, that ):, ..:.:MO=-O:::::DY::.::_-=CHUR=.:.::C.:.:H _______ _ . . f WILLIAM G. DAVIDSON, WILBERT 1. DAVIDSON do hereby acknowledge to have received rom AND THE UNION NA'I'IONAL BANK OF PI'I"f'SBURGH ~E~x~e~cuut~.our~SL_ __________________ thesum of (EXECOTOR-ADMINISTRATOR-Tl<US'l.'EE-OUARDJAN) ~as.n---'------------C$ 384.86 ) Dollars and __ ~-------------------------------------------------------- in full of the amount awarded me under the decree of the Orphans' Court Division of the Court of Common Pleas ofmM0~unty, Pennsylvania,· ~ntered at the above number. And I do further authorize and direct the Clerk of the Orphans' Court Division to enter a receipt on the Audit Docket in my name, place and stead. Jllllitnrss my hand and seal this/~~day of /V/41?C 1.-f ~ , 19,/3 . ~7~CSEAL) MOODY CHURCH >r,r,Bc)~ K' D o p--rR._t/.5 TeE-... · e 1/4/ 7C. lY7"" 11/ j '' > ~ c :l> ~ ~ t1 n .... z 0.. ~ --~ ~ ,., ~ 0.. 0 p. 9 .., .., (1) ::l < (Jl (Jl (1) ~ 0 ~ t%2 ~ ,r:JJ ~ f'O > ~ ~ .... (%l t !a, 0 ~ .... '%j "0 10 t;j > liJ 0 Cl l!l > ~ tz::l t;j I. Form OC Div. 91 .1Jn t}fe ilattrr nf t}fe £state nf lJn lqt <@rpqatt!l • QLourt 1lJiuiBiOtt nf tqt Q!nurt nf <nnmmnn JltaB nf ,NDD~Dmtx WASHINOTOiP arnunty Jrnnsyluanin DECEASED Phoebe E. Dickerman No. 63-71-1023 of 19 __ 1\nnw All Sen iiy Ul}frse l!lrrsrnts, that lt, WORLD VISION, INC. WILLIAM G. DAVIDSON, WILBERT L. DAVIDSON do hereby acknowledge to have received from AI® '!'HE UNION NA'I'IONAL DANK OF PI'I"I'SBURGH __ --o~!oE~xe~C!;.;JUI.l.Jt~ou.r:J;;js'---------------:-----the sum of (EXECUTOR-ADMINISTRATOR-Tl<US'I'EE-OU ARDIAN) ----~c~a·~sh~-----------------------C$-~S4.~ ) Dollars and _______________________________ ___ in full of the amount awarded me under the decree of the Orphans' Court Division of the Court of Common Pleas of ~unty, Pennsylvania, entered at the above number. -WASHINGTON · And I do further authorize and direct the Clerk of the Orphans' Court Division to enter a receipt on the Audit Docket in my name, place and stead. Dllitnrs.s my hand and seal this 6th day of __ ___,M~ar~ch!..L , 19 7 3 Witness: ~&k~ (I NO. of 19 __ AUDIT VOL. ___ _ PAGE, __ i&ereipt ESTATE OF DECEASED Filed -------------- Fee --------·----------------------- Attorney _____________ _ Address _____________ _ ..... ' l t: ...J ., , .._, Form OC Div. 91 1Jn t~r ilattrr of t~r £statr of lin t~r ®rp~ans' Cltourt 1ilini.aion nf tqr Qtnurt nf atommnn Jlra.a nf ~ O!nunty Jrnn~yll!nnin WASHINGTON Phoebe E. Dickerman DECEASED No. 63-71-1023 of 19 __ . ' ~\nnw l\11 &rtt illy Wlfrsr Jrrsrnts, that I, WILBERT L • DAVIDSON WIT..LIJIM G. DAVIDSON, WIT..BERT L. DAVIDSON do hereby acknowledge to have received from Aml THE UNION NATION AT. BANK OF PITTSBURGH ---=E=x:.:e-=-cu.:.::t...:...o::..:r::..:s _____ -,--______ -:--___ the sum of (EXEOOTOR-ADMINISTRATOR-THUS'J.'EE-OUA RDIAN) __ C..:..:a=s:.:.:h~------------C$ 3,848.62 ) Dollars and ____________________________________ ___ in full of the amount awarded me under the decree of the Orphans' Court Division of the Court of Common Pleas of »Xk~ County, Pennsylvania, entered at the above number. WASHINGTON And I do further authorize and direct the Clerk of the Orphans' Court Division to enter a receipt on the Audit Docket in my name, place and stead. -a. Jllllitnrss my hand and seal this / (j . day of ~~~~~,~~~~~ ' NO. of 19 __ AUDIT VOL. ___ _ PAGE __ i&trtipt ESTATE OF DECEASED Filed ------------- Fee --------·----------~--------- Attorney ________________________ __ Address ___________________ _ Form OC Div. 91 1Jn t~r !latter nf t~r £state nf 3Jn tqt ®rpqans' Q!ourt 1lliuision of tqt Qlourt of Clrommon Jltas of ~ Q!ountg Jtnnsgluania Washington DECEASED Phoebe E. Dickerman No.63-71-1023 of 19 __ iKnnw All .rn "iy ID~ese Jr.rs.rnts. that ~ FIRST BAPTIST CHURCH OF MIDWAY, . WILLIAM G. DAVIDSON, WILBERT L. DAVIDSON do hereby acknowledge to have received from AND THE UNION NA'f'IONAL BANK OF PITTSBURGH, ______ Ex_ec_u_t_o_r _________ -:--___ the sum of (EXEOUTOR-ADMINISTRATOR-THUS'1'EE-OUARDJAN) _c::...:a=.s::.h _____________ ($ 7,697.24 ) Dollars and ____________________________________ ___ in full of the amount awarded me under the decree of the Orphans' Court Division of the Court of Common Pleas of ~County, Pennsylvania, entered at the above number. Washington And I do further authorize and direct the Clerk of the Orphans' Court Division to ' enter a receipt on the Audit Docket in my name, place and stead. l!litness my hand and seal this C.il. day of~~ ..., ' 19 73 Witness:L~ ~ Bw.~ t. ~----(SEAL) "rSt Baptist Chl.l.rch of Mid!'J'ay - ... ; ·I > "r1 c:: :l> > "r1 0 n .... .z 0.. ~ --~ ~ (!,) ~ c. 0 0. 9 .., .., (1) =' g Ul (1) Ul "< ~ t%f ~ Cll ~ fit) > ~ 8 ..... [%l 1: 0 ... ..., 0 ..... ~ 'U 10 t:l > l'l 0 0 l!l > t:r:1 fJl l'l t:l '• ' Form OC Div. 91 3Jn t4r ilattrr of t4r £statr of Phoebe E. Dickerman DECEASED 3Jn tqt ®rpqnns. Q!ourt mtuision nf tqt ·· Gtnrirt nf <Uommnn Jltns nf ~ . w A3iiiintoN-":J Q!nunty 'tnnsyluanin No. 63-71~1023 of 19 __ Jenow i\11 !men 'iy ID4rsr llfresrnts. that~ CHRISTIJ\N AND MISSIONARY liLLI.ANyE OF NEW YORK do hereby acknowledge to have received from JJII.T.IAM G DDTillSQN~ WTI.BERT L. DAVIDSON .AND THE UNION NATIONJIL B.ANK OF PITTSBURGH _ __,!Ex~e1.1.<c..l.!u~to~rus;!__ ________________ the sum of (EXEOUTOR-ADMINISTRATOR-THUS'.l'EE-OUARDJAN) _ _____~..~u.._ _____________ ($ 2, 1591.. 0:'3.~-) Dollars and Bond of Christi an and Missionary AJ 1 iance Fmmdation, Inc. 1 First Mortgage Sinking Fund Debenture 7%, 1,000 dated 3-15-67 due 3-15-75 valued at $985.00 in full of the amount awarded me under the decree of the Orphans' Court Division of the Court . of Common Pleas of ~ County, Pennsylvania, ~ntered at the above number. 1tJASHINGTON And I do further authorize and direct the Clerk of the Orphans' Court Division to enter a receipt on the Audit Docket in my name, place and stead. Bitnrss my hand and seal this 5th day of_---.J.:.IMa.a..r ...... c ..... h..___ '19_!_7.""-.3_ Witness,~U-~" ~u~~~(SEAL) CHRISTIAN AND MISSIONARY lLLIANCE OF NEW YOR.IP: NO. of 19 __ AUDIT VOL. ___ _ PAGE, __ ~ ltereipt ESTATE OF DECEASED J .0.: --; -; Filed __ _____.:.. _________ _ Fee ---------------- Attorney ______________________ __ Address _________________ _ Form OC Div. 91 JJn t~Je ilatttr nf t~Je £state nf Phoebe E. Dickerman DECEASED 3Jn tqt Ql)rpqanB • Q!ourt 1BiniBiOU of tqt Qlourt nf Cllo~l!lnn 'ltaB nf ~ 11r ' t If · ·. ·1 . WASHINGTON \U-nun y ;ptnn.ay uanta No. 63-71-1023 of 19 __ ~\nnw i\11 ilen i8y IDIJest l)lresrnts, that I\ ORIENTAL MISSIONARY SOCIETY do hereby acknowledge to have received from WILLIAM G. DAVIDISON , WILBERI' L. DAVIDSON AND THE UNION NATIONAL BANK OF PITTSBURGH ________ Ex==e~c~u~t~or~s~------------------~--------thesum of (EXECUTOR-ADMINISTRATOR-THUS'l.'EE-OOARDJAN) -----=C=as=h=---------------C$ 769.72 ) Dollars and ___________________________________________________________ ___ in full of the amount awarded me under the decree of the Orphans' Court Division of the Court of Common Pleas of~ County, Pennsylvania, entered at the above number. Washington And I do further authorize and direct the Clerk of the Orphans' Court Division to enter a receipt on the Audit Docket in my name, place and stead. lllitnrss my hand and seal this 7th day of __ -----i:.~Maar~cl<.!h.!__ __ , 19_7._3~- Witness~~ ~ ~ ·UJ-Z' ~~E~{l i. ORIENTAL MISSiliONA."'tY SOC Y ·:f ,~· -·· · ·~" Robert E. Erey, Treasurer ,...:~· . :-· ':.~ l> 0. 0. ., (1) Vl Vl :J> ,.,. ,.,. 0 ., ::s (1) '< ,. '/ "'%j "'%j n .... ..... (1) f1) 0. '· .. ;: ~ ... · > c:: 0 z -~ 9 ~ t-t t%1 ~ rJJ ~ f'l; > ~ ~ ..... t:r:l t e, 0 to+ ..... ~ 'U 10 t:l :> ll'l 0 (l l!l > t:rJ [j) l!l tj Form OC Div. 91 lin tl}t 41lattrr of tl}t Estate of 3Jn t4t ®rp4ans. Q!ourt mtnision nf t4t Q!nurt nf arnmmnn 'ltas nf ~ Qtnuntg Jrnnsyluania WASHINGTON DECEASED Phoebe E. Dickerman No. 63-71-1023 of 19 __ ~\now ~11 4!ltn i8y Wl}tst 'Prtstnts. that Jt, MOODY BIBLE INSTITUTE OF CHICAG? WILLIAM G. DAVIDSON, WILBERT L. DAVIDSON do hereby acknowledge to have received from AND TilE UNION NATIONAL BANK OF PITTSBURGH ~E~x~ec~u~t~o~r~s~------------------------~--------thesum of (EXEOOTOR-ADMINISTRATOR-Tl<OS'1'EE-GO ARDIAN) ~Ca~h _____________ ($ 384.86 ) Dollars and ____________________________________________________________ ___ in full of the amount awarded me under the decree of the Orphans' Court Division of the Court of Common Pleas of~ County, Pennsylvania, entered at the above ~umber. Washington And I do further authorize and direct the Clerk of the Orphans' Court Division to enter a receipt on the Audit Docket in my name, place and stead. Jllllitntss my hand and seal this 8th of March , 19 73 Witn9s:~,~~~·~~~~~~~~~~~~~~~~~~~n ~EAW DY BIBLE INSTITUTE OF CHICAGO > "lj c:: :l> :J> "lj 0 n ... z 0. ~ ..... -~ ~ l"b ~ 0. 0 0. 9 .., .., ~ ::3 ~ (/) (b (/) '< ~ l%1 ~ r:JJ ~ ~ 1-3 too -· (%l t 0 too+ ..... 0 ...... "lj "0 10 .. t;j > t'l 0 0 t!l > (%l rJ! t!l t;j , . .. ······ = I ·' Form OC Div. 91 1Jn t4t ilatttr nf t4t £statt nf lin t~t ®rpqana' Q!ourt mtuiaion nf t~t Qtourt nf Qtommnn JltttB nf ~ ._ _ _ _ _ _ . . . . ..... " iASHi~ <tt~untg Jrnnsgluania No. 63-71-1023 of 19 __ iKnnm .All tltn iSy ID4tst ltlrtstnts. that~ TRANSYLVANIA BIBLE SCHOOL do hereby acknowledge to have received from WILLIAM G. DA¥IDSON, WILBERT L. DAVIDSON AND '!HE ONION NA'l'IONAL BANK OF PITTSBURGH ~E!l.;XK'€l~C~tll:=l;t.Go~rs-s-----------------the sum of (EXEOUTOR-ADMINISTRATOR-THUS'J.'EE-GUARDJAN) -41a:S!:r--------------·Cf> 461.83 ) Dollars and _____________ ~--------------------- in full of the amount awarded me under the decree of the Orphans' Court Division of the Court of Common Pleas of A~ County, Pennsylvania, entered at the above number. WASHINGTON And· I do further authorize and direct the Clerk of the Orphans' Court Division to enter a receipt on the Audit Docket i1;1 my name, place and stead. Bitnus my hand and seal this .J/-. day of ~...___ '19 7 3. l Witness:~.~~. )> :J> 0. rt' rt' 0. 0 ., ., 0 ::l (J) (b (J) '< '. -- "%j n 0 "%j .... -111 0. t:l Ill 0 1!1 > fll Ill t:l > d 0 -z ~ 9 C3 tot ~ It! rn 1-i ~ > ~ 1-i ..... ~ t 0 t-+ ..., 0 "%j -'U 10 > 0 t%J Form OC Div. 91 3Jn t~r tlattrr nf t~r £statr nf lin t~t ®rpqnna· Q!ourt itutsion of t~t Qtourt of a!ommon Jlrns of ~iiioot wits'HiN(}'fo'N:J Qtounty Jrnnsylunnia Phoebe E. Dickerman DECEASED No. 63-71-1023 of 19 __ i\nnnt ~11 tarn i8y W~rsr Jrrsrnts. that Jf, EVANGELISTIC FAITH MISSIONS do hereby acknowledge to have received from WILLIAM G. DAVIDSON, ,WILBERT L. DAVIDSON AND THE UNION NA~IONAL DANK OF PITTSBURGH -~E,!;j,x~e~cauut..uo:.~.:.rsi:i__ ________ ---:-_::--:-:----:-----the sum of (EXEOUTOR-ADMINISTRATOR-THUS'l"EE-OUARDIAN) _ ____l.di.Sll------------C$ 384.87 ) Dollars and _______________________________________ _ in full of the amount awarded me under the decree of the Orphans' Court Division of the Court of Common Pleas of ~ County, Pennsylvania, entered at the above number. WASHINGTON And I do further authorize and direct the Clerk of the Orphans' Court Division to enter a receipt on the Audit Docket in my name, place and stead. lllitnrss my hanq and seal this '1 day of ___ .._fh,,...,~"-""'"'JA""'""--' 19 '73 Witness: ·?L.i;. ~ OJ~ (SEAL) EVANGELISTIC FAITH MISSIONS \ • ~ \ I • ; .'1 I J • ' : \~I •: ;~~; \~' >~;·:~;·, ~~~.:~ I > "%j 0 > > "%j 0 n .... 2! 0. ,.,. ..... -,.,. Cb ,., ~ c. 0 p. 9 .., .., Cb ::3 ~ UJ tb UJ '< toot t%2 J;J:: rJJ ~ ~ > ~ ~ .... (%l t 0 to+ ...., 0 "%j -'U 10 t:l > l'l 0 n 1!1 > t%2 fl) l'l t:l 4., /p . . ~ ~ \, "'. "' ;;· .-:_ I Form OC Div. 91 lin t!Jr .tlatter of t!Jr £statr of Phoebe E. Dickerman DECEASED lJn tift ®rpifnns' Q!ourt mtuision nf tift Qtnurt nf <nommnn ··Jiltns nf ~ Q!nunty ~tnnsylnnnia WASHINGTON No. 63-71-i023 of 19 __ iKnow All .tlrn f8y ID~esr Jresrnts, that !, 'TWENTIETH CENTURY REFORMATION HQUR do hereby acknowledge to have received from WILLIAM G. DAVIDSON, WILBERT L. DAVIDSON AND THE ONION NATIONAL BANK OF PITTSBURGH __ Ca:..:..:s=--h _____________ ($ 230.92 ) Dollars and ________________________________ _ in full of the amount awarded me under the decree of the Orphans' Court Division of the Court of Common Pleas of~ County, Pennsylvania, entered at the above number. WASil'INGWN And I do further authorize and direct the Clerk of the Orphans' Court Division to enter a receipt on the Audit Docket in my name, place and stead. Witness:~ t.:. 2--fr Jlitnrss my hand and seal this day of $-e-f!.-/, 19~. ·1.,; ~~·· -c;---~ ~(SEAL) TWENTIETH CENTRUY RE· RMATIOv ~ · HOUR __ <.__;--~ NO. of 19 __ AUDIT VOL. ___ _ PAGE __ lttrtipt ESTATE OF DECEASED Filed --------------------------- Fee -------------------------------- Attorney ______________________ ___ Address ____________ _ ·" ~ ~. ,'\. ... ~,\\I' \ -. '\ r ~ ., .. \~·\ l \ •• ' .'j' '' 1; . '--. . /'· t; .-·. .... ~'" ~~ -.~~ I ~ :·,r -\ J .~,>. ·,·-.. .· :· .. ··\,.' ;y;;. ,~ ·., --' <:} .,-. ./ :~.)" ~-.;.:_,J~. : :,-~) ~ . ;:._ .; -~ ... ~;.. > .... -,. ""· "' } ..--·< •;':: 1 ' '' '. :7;·_.:: I ~"':• ' '0' ,~ ~: .. !,t, "'t''':l', ',\•<" ·----' , '~ ""." ,:J \ .... __, ··· ~"~-·' ''"'·'·":" 1---I Form OC Div. 91 JJn tqr iallattrr nf t!Jr £state nf lin tqt ®rpqana· arourt 1lliuision nf tqt Q!nurt nf Q!ommnn Jltas nf ~ arounty Jtnnsylttania WASHINGTON DECEASED !'~. Phoebe E. Dickerman · No. 63-71-1023 of 19 __ 1\nnw 1\11 ilrn i8y W!Jrsr Jrrsrnts, that f, PACIFIC GARDEN MISSION do hereby acknowledge to have received from WILLIAM G. DAVIDSON, WILBERT L. DAVIDSON AND THE UNION NATIONAL BANK OF PITTSBURGH ----~EXB~c~u~t~o~r----~~~--------------~------thesum of (EXEOUTOR-ADMINISTRATOR-Tl<US'l.'EE-GUARDIAN) -~Cg.;;wL__ ___________ ($ 230.92 ) Dollars and--------------------------------------------------~--------- in full of the amount awarded me under the decree of the Orphans' Court Division of the Court of Common Pleas of~ County, Pennsylvania, ~ntered at the above number. WASHINGTON And I do further authorize and direct the Clerk of the Orphans' Court Division to enter a receipt on the Audit Docket in my name, place and stead. -I NO. of 19 __ AUDIT VOL .. ___ _ PAGE __ ~ J&rreipt ESTATE OF DEOJDASED ' Filed -------------- Fee -------------------------- Attorney ___________________ ___ ·Address _________________ _ Form OC Div. 91 lin tlfe ilattrr nf tlfe £atatr nf lJn tqt ®rpquna' Q!ourt iinision nf tqt Qtnurt nf atommnn ttfltus nf M"M <ttnunty Vtnnsylnnnht. WASHINGTON . \ Phoebe E. Dickerman DECEASED No. 63-71-1023 of 19 __ i(nnw ~11 ilrn ily Wlltat Jrrarnta. that Jf, GOSPEL ASSOCIATION FOR THE BLI~ WILLIAM G. DAVIDSON, WILBERT L. DAVIDSON do hereby acknowledge to have received from AND 'PilE UNION NA'I'ION:AL BANK OF PITTSBURGH ----=E:::.:x~e::.!::c~u~to~r~s~-----------:-----t he sum of (EXEOUTOR-ADMINISTRATOR-THUS'.l'EE-GUARDJAN) _---l,:c~J..__ ___________ ($ 307.89 ) Dollars and _________________________________ __ in full of the amount awarded me under the decree of the Orphans' Court Division of the Court of Common Pleas of ~MKm.w County, Pennsylvania, ~ntered at the above number. WASHINGTON And I do further authorize and direct the Clerk of the Orphans' Court Division to enter a receipt on the Audit Docket in my name, place and stead. a~ . A R Dllitnt!l!l my hand and seal this---+J-__ day of '1?1.-<VVC4v· , 1913 Witness: &ot,'rL. lJt~ 7 > d )> > ~ ~- 0 z n :::.: , ' .... a. ~ ~ ~ (1) 1'1,) 0 a. 0 0. ., .., (1) ::3 (/l (1) (/l t<: < 0 t"'4 t%1 ~ C/J ~ ~ ·~ ~ .... {%:1 t g, 0 ~ ~ ~ "0 10 t:l > 1'1 0 0 liJ I> trJ Cll 1'1 t:l ,/ Form OC Div. 91 3Jn tlyt ilatier nf t~t Estate nf lin tqr ®rpqans · <trourt 1lliutaion nf tqr Qtourt nf arommnn ~tlras nf ~ · WASH! G ON <trnunty Jrnnsyluania No. 63-71-1023 of 19 __ iKnntu All iltn f8y ID~tst "rtstnts. that k NYACK BIBLE COLLEGE · d f WILLIAM G. DAVIDSON, WILBERT L. DAVIDSON do hereby acknowledge to have receive rom AND THE ONION NATIONAL BANK OF PITTSBURGH --...I!.E.x;xe~c~upt;.Qo~rs-s-------------=-----the sum of (EXEOUTOR-ADMINISTRATOR-THUS'l.'EE-OUARDIAN) Cash _______________ ($ 769.72 ) Dollars and _________________________________ _ in full of the amount awarded me under the decree of the Orphans' Court Division of the Court of Common Pleas of~ County, Pennsylvania, entered at the above number. WASHINGTON And I do further authorize and direct the Clerk of . the Orphans' Court Division to enter a receipt on the Audit Docket in my name, place and stead. Bitntss my hand and seal this ~ . 6/-day of .2JI~, 1970.-. ~ i!~ ,~~AL) ~·. JP.{'ACK BIBLE COLLEGE ief.PRESIOENT. and TREAS.URER· ... ; • NYAC~{ COLLEGE (as of July 1, 1972) .· Witness~~'~ NO. of 19 __ AUDIT VOL. ___ _ PAGE. __ i&tttipt ESTATE OF DECEASED Filed ----------"'------- ~·~): ~-t.: I' i • ~."·,~··.<") oJ~l .. •J4J', \ ·~ • >I ') f' I t ~ e ,.··,,··'' "'' ,_, .: ' '·\ _: \J ...:! Fee ----------------------------.. Attorney _______________ _ Address ______________ _ Form OC Div. 91 3Jn t~e ilattrr nf t~e £state nf Phoebe E, Dieko~JtAsEo lltt t~t ®rpqatts. Q!ourt mtnisiott nf t~t Qtourt nf atommntt Jflta.a nf !!l~ a!nuntg Jtnnsglnania No. 63-71-1023 of 19 __ 1\nnm 1\11 ilen iSy IDIJese l!Jresents, that Ic, MIDWAY VOLUNTEER FIRE DEPARTME~T do hereby acknowledge to have received from WILLIAM G. DAVIDSON, WILBERT L. DAVIDSON AND THE UNION NA'fiONJtt BANK OF PITTSBURGH _---~:E~x:ee.c:c'U:'t~o)J:r~S----------------the sum of (EXEOUTOR-ADMINISTRATOR-THUS'l.'EE-GUARDYAN) -~Ca~s;!=lhl----------·----($ 230.92 ) Dollars and __________________ ~------------ in full of the amount awarded me under the decree of the Orphans' Court Division of the Court of Common Pleas of~ County, Pennsylv:ania, entered at the above number. WA~ING~ON . And I do further authorize and direct the Clerk of the Orphans' Court Division to enter a receipt on the Audit Docket in my name, place and stead. Jllllitness my hand and seal this 6t/.; day of ~ , 19 73 . W . (\ /) ;{-)/11~· Itness:.~· t"' . (/ oJ f:pwfJJ U-thnv (SEAL) MIDWAY VOLUNTEER FIRE DEPARTMENT NO. of 19 __ AUDIT VOL. ___ _ PAGE. __ i&rrript ESTATE OF DECEASED Filed -------------- Fee ------------------------ Attorney _____________________ __ Address ____________ __ \ Form OC Div. 91 lin t~r iallatttr of t~r £state .g(. lJn tift ®rpqnn.a · <nourt itni.aion nf tqt Qtnurt nf QL_nmmnn .JltU,B nf .. . . . . . •·. . WASH <nnunty ~tnnsylnnnin No. 63-71-1023 of 19 __ !(nnw 1\11 iallrn tiy W~tst Jrrstnts, that i, FULLER THEOLOGICAL SEMINARY WILLIAM G. DAVIDSON, WILBER~I'~I •• DAVIDSON do hereby ackno~ledge to have received from AND THE UNION NATIONAL BANK OF PITTSBURGH -~E.Il;;x~e~c~ut.:tt.g:orr--....!1..1'~. ----'-,: ______________ the sum of . (EXEOUTOR-ADJiUNISTRATOR-Tl<US'l'EE-OUARDIAN) _-(C;aa,.s.shR-----------------C$ 23'b.9~ ) Dollars and ______________________________ _ in full of the amount awarded me under the decree of the Orphans' Court Division of the Court of Common Pleas of~County, Pennsylvania, entered at the above number. WASIITNGTDN And I do further authorize and direct the Clerk of the Orphans' Court Division to enter a receipt on the Audit Docket in my name, place and stead. lllitntss my hand and seal this· S day of~~ 19 _, '3::» . Witness: N. \2.4.s;p=-~· FULLER THEOLOGICAL SEMINARY ,, ... v~ ~ > ~ c: > > '11 0 0. ,..,. n ...... -2: ,..,. 0 , ~ n. 0 0. 0 .., .., 0 ::J g (/) 0 (/) I '< ~ t.%1 JtJ en ~ ~ > ~ ~ ~ ..... {%] 1: 0 ... ~ 0 .... '11 , 10 t; > 1'1 0 0 l!l ;. tiJ rJJ 1'1 t; ' Form OC Div. 91 lin t~t tlatttr of t~t £stalt of lln tqt ®rpqans' Q!ourt 1llinision nf tqt arn~rt. ~f aro_~m~p Jltas nf ~ Q!nunty Jtnnsyluania Phoebe E. Dickerman DECEASED No. 63-71-1023 of 19 __ J(now ~11 tltn f8y ID~rsr Jrrsrnts, that I,_wr_L_L_IAM __ G_._D_A_vm_s_o_N ___ _ d h b k wled e to have received from WILLIAM. G. DAVIDSON, WII,.BERT L. DAVIDSON, 0 ere Y ac no g AND l'HE ONION NAtiONAL BANK 01" PitTSBURGH ------~Ex~e~cu~t~o~r~sL'--------------------~-------thesum of (EXEOUTOR-AD.-HNYSTRATOR-THUS'1'EE-OUARDIAN)" I _ca_s_h_-_·___,_ _____________ ($ 3,848".62 ) Dollars and ____________________________________________________________ _ in full of the amount awarded me' under the decree of the Orphans' Court Division of the Court of Common Pleas of ~County, Pennsylvania, ~ntered at the above number. · WASHINGTON And I do further authorize and direct the Clerk of the Orphans' Court Division to enter a receipt on the Audit Docket in my name, place and stead. lllitnr.Bs my hand and seal this zl!!-day of ~ , 19 7 .J . Witness: > d > > "'%j "'%j 0 n .... 2: 0. ~ --~ 0 f1l ~ 0. 0 p. 9 .., .., 0 ::J < C/) C/) 0 ~ 0 ~ tlj ~ UJ ~ ~ > t"\ ~ ~ ..... tlj t 0 ..... ..., 0 .... ~ "t1 1.0 I; > l'l 0 0 l'l > tlj CD l'l I; ·. Form OC Div. 91 3Jn t4r •attrr of t4r Estate of Phoebe E. Dickerman DECEASED lfn tqt ®rpqans · Q!ourt 1Jinision nf tqt atnurt nf arommnn Jltas nf ~ .. .. · -·-. · Washington <1!nunty Jtnnsyluania 63-71-1023 No. of 19 __ MYRTLE M. DAVIDSON 1Know All •rn fSy ID4rsr tllrrsrnts, that!, ____________ _ do hereby acknowledge to have received from WILLIAM G • DAVIDSON, WILBERT L. DAVIDSON AND THE UNION NATIONAL BANK OF PITTSBURGH,. __ ___.:.··.:...:·~Ex=· :::::e:.:::cu:.::.:::.:to::::r:..:s::__ ______________ t he sum of (EXEOUTOR-ADMINISTRATOR-Tl<US'l'EE-OUARDIAN) ___ __,___ ___________ ($ 3',8:4.8.$2 ) Dollars and _______________________________ ___ in full of the amount awarded me under the decree of the Orphans' Court Division of' the Court of Common Pleas of~ County, Pennsylvania, ~ntered at the above number. Washington And I do further authorize and direct the Clerk of the Orphans' Court Division to enter a receipt on the Audit Docket in my name, place and stead. Jllllitnrss my hand and seal this Z L!: day of :;?It~ 1973 ' . Witness: ¥{jJ_, ~· (SEAL) · LE M. DAVIDSON > "%1 d )> > "%1 0 ,., .... z a. ,..,. --,..,. (1) , ~ a. 0 0.. 9 .., .., (1) ::l < (J) (J) (1) '< 0 t-t ~ ~ CIJ ~ ~ ~ ~ -· (%:1 't: 0 ..... ...., 0 1-0' ~ "tl 10 l:j· > 1!1 ·o 0 l!l > t%J Ul 1!1 l:j I. • •L• Form OC Div. 91 lin t~t ilatttr nf t~t £statt nf 3Jn t~t ®rp~ana' Q!ourt mtuiaion of t~t Q!ourt of C!!ommon Jltas of ~ Q!ountg Jtnnsgluania Washington DECEASED Phoebe E. Dickerman 63-71-1023 f No. o 19 __ NORVEL C. BOLES AND WILDA M. WEISS, 2t nw ~ 11 tltn i11 ijJ't.tat 211rtstnts that I.l}X EXECUTOR OF THE ESTATE OF CORA M. BOLES, 'X\.n .n :} 'I 4P' • NOW DECEASED ' WILLIAM G. DAVIDSON, WILBERT L. DAVIDSON do hereby acknowledge to have received from AND 'fiiE UNION NA'fiONAL DANK OF PITTSBURGH ____ Ex:_:_e_c_u_!::.~c_or ___________ -:---___ the sum of (EXEOUTOR-ADMINISTRATOR-THUS~'EE-GUARDIAN) _c_a_s_h ________ ~----C$ 3,848.62 ) Dollars and _____________________________________ __ '• . in full of the amount awarded me under the decree of the Orphans' Court Division of the Court of Common Pleas of ~y County, Pennsylvania, ~ntered at the above number. · WASH1NGTON And I do further authorize and direct the Clerk of the Orphans' Court Division to enter a receipt on the Audit Docket in my name, place and stead. lllilnt&B my hand and seal rhis .-Ltiday of --r;;Ju.r A wirness:.L~ ffi 1/c---~ /_ ~a~ fr. £iJ ~ ·t)VS:Bcies . ' tlt£72?-We~ Wilda M. Weiss , 19Z3 (SEAL) (SEAL) r· ;> " _,. r, .~ .' NO. of 19 __ AUDIT VOL. ___ _ i&trtipt ESTATE OF PAGE. _ _:__ r f .. DECEASED Filed -------------- Fee ------------------- Attorney ____ _:_ ________ _ Address ____________ _ --·- .,.,. .- ' ' ... Form OC Div. 91 ....... .3Jn t4r matter nf t4r fstatr nf lfn t4t ®rp4ana' Q!ourt mtuiaion of t4r Qtourt of arommnn Jltas of~ w.AsiiiiG~oNv Q!ounty Jrnnsyluanin DEOlllASED Phoebe E. Dickerman No. 63-71-1023 of 19 __ lennnt 1\11 ilrn iSy Wifrse Jrrsrnts, that ~ AMERICAN BIBLE SOCIE'IY . WILLIAM G I DAVIDSON' WILBERT L I DAVIDSON do hereby acknowledge to have received from AND 'I'HE UNION NATIONAL BANK OF PITTSBURGH ---=E==x.:.:e:..::c..::::uc.:::to=-=r:...::s:__ ________________ the sum of (EXEOUTOR-ADMINISTRATOR-Tl<US'1'EE-OUARDif'N) ____::C:.=!:.a.2:sh=.__ ____________ ($ 230.92 ) Dollars and_~---------------~--------------- in full of the amount awarded me under the decree of the Orphans' Court Division of the Court of Common Pleas of ~ County, Pennsylvania, ~ntered at the above number. WASHINGTON And I do further authorize and . direct the Clerk of the Orphans' Court Division to enter a receipt on the Audit Docket in my name, place and stead. f 0 .~.;~. t: I , . . , ., )> 0-" 0. '"I 0 rn rn I > "%.! ~ n ~ 0 0 '"I ::3 ~ ·'·. "%.! .... -(b p. cooo -- .-:Y\ ;: ·< r< .. J • •.• ~!o·~. ' ,. t:l l'l 0 liJ > fll liJ t:l 1 ,, ~ til ~ Jtl ~ 1-i ~ ~ ..... "t: 0 ..... "%.! .-~ ... 0 ...., ...... 10 ... COMMONWEALTH OF PENNSYLVANI~. 87tcovfr DEPARTMENT OF REVENUE -OUNr-/F?E;,u O~ BUREAU OF COUNTY COLLECTIONS COLt.t{~, J HARRisBuRG Ocrj''J i·ONs 17127 ~ 4 RCC-43 (4-71) ·is ?If 'iJ NOTE: TO BE SUBMITTED IN TRIPLICATE REPORTING FINANCIAL INSTITUTION ADDRESS Union National Bank of Pittsburgh P. 0. Box 837 Pennsylvania Department of Revenue Bureau of County Collections .Pittsburgh PA ZIP CODE 152JO Att: G. K. Ste~baugh Ass't Vice President Gable Building, 3rd, Floor 411 S. Sec9nd Street Harrisburg, Pennsylvania 17127 Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, 1ve herewith submit the following report: ACCOUNT NO. OF JOINT, TRUST OR I~~ESTMENT DEPOSIT .#19~504948 or NA}illS ON ACCOUNT OR Mrs. Phoebe Dickerman INVESTMENT ----------------~--W-ill __ i_am ___ G_._D_a_~_i_d_so_n __________________ _ DATE OF DEATH ----------------~S~e:..c:p:...::t;=:em=b:.:e~r:..--.:27:.!-.L, _,1::..97'-'-=1=-----------------'---- DECEASED JOINT DEPOSITOR, TRUSTEE · _/ OR INVESTOR Mrs. Phoebe Dickerman . V ADDRESS __ 2_0_6_J_e_f_f_e_r_s_on __ A_~_e_n_u_e ________ COUNTY ___ -_-_-_-_-_-_-_-_-_____ _ __ uMi...,d....,wa:......._,y:.-....o...P.c..A __________________ ZIP CODE --~1..,..5 .... 0....,6£..._) __ _ SURVIVING DEPOSITOR, J~ BENEFI ClARY OR INVESTOR ------_,.-W.:.:.:ll=.::l:.::i:.::am:.::.......;G=.:•:........::Da=..:...~=.id=..:e:....:o:.::n:...._ ___ ~_.__. ________ _ ADDRESS _2_0_6_J_ef_f_e_r_s_on_A_v_e_.~,_M_~_w~~-P_A_l_5_0_60 _____ ..,.-___ ~---- RELATIONSHIP TO DECEDENT ____ B_r_o_th_e_r ____________ ~-------- DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED _________ A_ug_us_t_7_, _1_9_6--'~'"---,·----------- BALANCE, INCLUDING INTEREST 878•18 DUE, AT DATE OF DEATH$ ---------4---------~-----:-- 1-1. r 1 f, /~-:-i.3?· o 1 's-l'j) K. +.) ~ .b r:; f-.t~-: i J, -.s1o '1 t,.J,<tt-:;... .].)..1 SMITHFIELD STREET OFFICE Signature TITLE Assistant Vice President ;l f •"' ' -'.~. RCC-134 ( 1-69) 1 I ..<'-'COMMONWEALTH ,OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERI'fANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: ___ W_il_l_i_am __ G_._D_a_v_i_d_s_o_n ____ _ Date: __ _..::O~c!..!:!t~ob~e~r~l~S~,"'""'l=.97L.L.:l=----- 206 Jefferson Ave., Midway, Pa. 15060 County Washington County File No·----'---------- Bureau File No. _________ _ Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you, as transferee. The property on which tax is hereby assessed consists of:_ Jt, Held in the Union National Bank of_?ittsburgh, Pittsburgh Office, Pittsburgh, Pennsylvania, In the names of Mrs. Phoebe Dickerman and William G, Davidson. Balance as of date of death $878,18. appraised by the Commonwealth, as of the date of death, at $ _ __;:fr7..:....;:;.8.=.;.1::.8;:::;..._ ___ _ __ 5_0_% of this amount is taxable at the rate of 6 % DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE D If you pay the above amount within three (3) months of the date of death of the decedent, or on or before Dec. 27, 19 71 you may deduct a discount of 5% of the amo.unt of tax due, or 0 This tax became delinquent, fifteen (15) months after the date of death and, in addition to the tax, statutory interest at the rate of 6% of the tax per annum is also due as of *------ 19 __ in the amount of *If the tax is not paid by the above date additional interest is due at the rate of 6% per annum unti I paid ORIGINAL ASSESSMENT $ ___ 4:..::::1:....::.9~.0:...::9 ___ _ 65.86 3.29 ·INSTRUCTIONS TO TAXPAYERS AMENDED ASSESSMENT $---------- $======== Make checks or money orders payable to: To insure proper credit to your account this Official Notice must accompany ~~II Jtt..\~our poyment. Moil or bring it to' AGENT FOR THE COMMONWEALTH ~OOOT HOUSE WASHINGTONII PENNA. 15301 '• " ,. \ If you have a I ready paid this tax to an executor, adm i.n is.trat~>r,. attorney or other persona I re~resent1ot i ve ot the decedent for forwarding to the Commonwealth, list below'· the. date pai.d, name and address of··th'e pe!!Son to•Vfhom ·-.• ( you made payment, their official title and the amo.unt. '<:': '!•: : · '; · " Date Paid Name' and Address of Paytt_ . ,,,, Official Title ::\ .... ··•;,"i::..,.J.hi l ,·· .. ··>:1·>. ; . .' ... .. . Amount Paid Under certain circumstances, if, after the date of death of the decedent, you personally paid funeral expenses or other just debts of the decedent, with funds derived from the property herein taxed, such amounts expended by you may qualify as deductions against the gross value -o.f the p(operty-in·;the compu·tation of ·tax due. If any such expenditures meet all of the three following tests; it is recommendedJhat yop iteini.ze the payments below, execute the affidavit, and ret.urn this notice. The Register of Wills will examine the debt-s claimed and allow those which he determines to be proper. The tax wi II then be recomputed and you wi II receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: . . 1 -You _were personally legally responsible for these debts, and 2-You actually paid these debts out of the account or property described above· and can furnish proof of such payment, if required,. and 3-These same debts are not also claimed, for tax purposes, by an executor, administrator or other personal representative of the decedeot handling the administration of the general estate of the decedent or any other transferee. · SCHEDULE OF DEBTS Date Paid Name of Payee . Description of Obligation Amount Paid . ' . TOTAL \$ (attach separate sheet if requ 1 red) COMMONWEALTH OF PENNSYLVANIA). SS: ·COUNTY OF: _____________ ._1_) I, hereby certify that. the foregoing,is a· just and .true statement of funeral expenses and other debts of the decedent, , for which I was legally responsible and which I did pay out of the property herein taxed. I further certify, that to the best of my knowledge and belief, these same debts will not be claimed by any other person, for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF ________________________ 19 ___ . Signature of Taxpayer REPORT OF REGISTER OF WILLS I, the undersigned, duly elected Register of Wills in and for t~e above county, do respectfully report that I have allowed deductions listed above in the total amount of$~ 11 ' Date of Approval: ______________ _ Register of Wills RCC·72.(9·68) COMMONWEALTH OF PENNSYLVANIA , DEPA~TMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME. OF A RESIDENT DECEDENT APPLICATION (MUST BE FILED IN TRIPLICATE) DA TE____,l=O:L../2=7:..L/..!..:71=---- TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: .. Application is hereby made for consent to the transfer of the following securities of a Pennsylvania Corporation or a National Banking Association located in Pennsylvania: (a) 10 (b) Westinghouse Electric Corporation (c)---=C:...:..omm=o:.:n~------ (NOTE: In describing securities enter in (a), ab 01e, either· the number of shares of stock or the face amount of registered bonds, in (b), the name of the issuing company and in (c) the class of stock or the stated interest rate and maturity date of registered bonds.) · ISSUED ON 3/2l/5l 1/6/60 , and having a TOTAL MARKET VAiLUE OF $__:...94...:...9_._38_· ------ (Date) as of the date of death of the decedent, Phoebe Dickerman , on_ . ..:..9:...../_29..:....:/_7_1 _____ _ (Name of Decedent) · (Date of death) who was late of 206 Jefferson Avenue, Midway, Washington, Pennsylvania (Street and Number) (Post Office) (Cou~ty) (State) The securities are registered as follows:_~_s_._P_h_o_e_b_e_~_·_ck_e_rm_an _____ ~----------- (Name or names in whi·ch certificates are r"glstered) J Trust Department, Post Office Box #837 ~Ifm!}x The Union National Bank of Pittsburgh, -fittsburgh, Pennsylvania 15230 Co-EXECUTOR ) (Name) . (Address) NAME OF APPLICANT The Union National Bank of Pi ttsbur~h ~ -71.... (1. ~ Trust Department, Post· Office Box # 37 COUNTY FILE NUMBER IP;.} I ADDRESS OF APPLICANTPittsbur h Penns lvania 15230 COMMONWEALTH OF PENNSYLVANIA-DEPARTMENT OF REV.ENUE CONSENT TO TRANSFER SECURITIES . . ~ 2 ~ _? DATE~ / I hereby consent to the transfer of the above secur~ties now registered in the· name of the aforesaid Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which the property of said Decedent is made subject pursuant to the provisions of the Act .of Jun~ 20, 1919, P.L. 521, as amended and the Act of June 15, 1961, P.L. 373, as amended. This is also in accordance with the provisions of the Act of April 9, 1929, P.L. 343. This Consent to Transfer the herein described property operates only in reference to the estate of the above-named Decedent. ' Signe~ of R.evenue · "' . .. ··A~· By .. · (Slgnatwel · Register br .Wills (Title) (County) Washington RC C·72 ~9·68) COMMONWEALTH OF PENNSYLVANIA " DEPA~TMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: DATE 10/'Zl/71 Application is hereby made for coosent to the transfer of the following securities of a Pennsylvania Corporation or a National Banking Association located in Pennsylvania: 8.4% Conbertible (a) $1,000 p.v. (b) Winchester North, Inc. (c) Subo~ted Debenture (NOTE: In describing securities enter in (a), ab 01e, either the number of shares of ~\~'~ce amount of registered bonds, in (b), the name of the issuing company and in (c) the class of stock or the stated interest rote and maturity date of registered bonds.) ISSUED ON_..~oo~~6,,.._/1~/-+70...__ ___ , and having a TOTAL MARKET VAILUE OF $_1..;..•_000_·~00_· _____ _ (Date) as of the date of death of the decedent, Phoebe DickelWUl 1 On____::9..._/29~/7..;....l ____ _ (Name of Decedent) (Date of death) who was late of 206 Jefferson Avenue, Midway, Washington, Pennez1vania (Street and Number) (Post Office) (County) (State) The securities are registered as follows:~P~h~o~e~b~e~D~-~~~c~k~e~~~~~~~~~~~~~~~~~~­ (Name or names in wh 1·ch certificates are registered) Trnst Department, Post Office Box #837 ~ /The Union National Bank of Pi tteburgh, Pi ttaburgh, Penns;y1 vania 15230 Co-EXECUTOR ) (Name) (Address> · NAME OF APPLICANT 'lbe Unj an National Bank ot Pitteburib Trust Department, Poet Oftice Box #837 '. COUNTY FILE NUMBER 63-71-1023 ADDRESS OF APPLICANTPittsburgb, pennsylvania 15230 BUREAU FILE NUMBER Same SIGNATURE OF APPLICANT ~~ NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICAtl~iStro CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLEfRM~ Departmen COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES DATEOct. 28th. 1971 I hereby consent to the transfer of the above securities now registered in· the name of the aforesaid Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which the property of said Decedent is made subject pursuant to the provisions of the Act of June 20, 1919, P.L. 521, as amended and the Act of June 15, 1961, P.L. 373, as amended. This is also in accordance with the provisions of the Act of April 9, 1929, P.L. 343. This Consent to Transfer the herein described property operates only in reference to the estate of the above-named Decedent. Washington (Title) (County) RC C-72 (9-68) ' COMMONWEALTH OF PENNSYLVANIA ·DEPARTMENT OF REVENUE BUREAU of: COUNTY COLLECTIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: DATE_l_0/_27_/71 __ _ Application is hereby made for consent to the transfer of the following securities of a Pennsylvania Corporation or a National Banking Association located in Pennsylvania: (a) llO (b) Duquesne Light Company (c)_c_o_mm_on ______ _ (NOTE: In describing securities enter in (a), ab a~e, either the number of shares of stock or the face amount of registered bonds, in (b), the name of the issuing company and in (c) the class of stock or the stated interest rate and maturity g,~Jt9~gi~}1WJs'J.~nds.) ISSUED ON l/23/59 , and having a TOTAL MARKET VA!LUE OF $ __ 2...._,4'--61_._2...;_5_~--- (Date) as of the date of death of the decedent Phoel)e Dickerman , on 9/29/71 ·-------------------------------~~~-----------(Name of Decedent) (Date of death) who was late of 206 Jefferson Avenue, (Street and Number) Midway (Post Office) Washington (County) The securities are registered as follows: Phoebe Dickerman, Mrs. Phoebe E. Dickerman (Name or names in which certificates are registered) Pennsylvania (State) Trust Department, Post Office Box #837 ~~)The Union National Bank of Pittsburgh, Pittsburgh, Pennsylvania 15230 Co EXECUTOR ) (Name) (Address) NAME OF APPLICANT The Union National Bank ot Pittsburgh Trust Department, Post Office Box #837 COUNTY FILE NUMBER 63-71-1023 ADDRESS OF APPLICAN~ittsburgh, Pennsylvania 15230 BUREAU FILE NUMBER Same SIGNATURE OF APPLICANT ~ aro NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICAT~H CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. COMMONWEALTH OF PENNSYLVANIA-DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES DATE Oct. 28th. 1971 I hereby consent to the transfer of the above securities now register~d in the name of the aforesaid Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which the property of said Decedent is made subject pursuant to the provisions of the Act of June 20, 1919, P.L. 521, as amended and the Act of June 15, 1961, P.L. 373, as amended. This is also in accordance with the provisions of the Act of April 9, 1929, P.L. 343. This Consent to Transfer the herein described property operates only in reference to the estate of the above-named Decedent. r e Secretary of Revenue By~~~~~:.__:_:::.:___:_:~~- Washington (Title) (County) I I~ I . .. .. . . Register of WiJJ.s and Department ot Revenue Gentlemenc .October 27, 1971 ., This company has qualified and is acting as Co-Executor ot the Estate ot Phoebe Dlckeman, -vho. died September 29, 1971, a resident ot Washington County. ' · · · The Co-Executor· is desirous ot securing wai vera in order that Pennsylvania stocks mq be sold to pro~de cash neoe,sarr to the administration ot the Estate. The Estate is not ;ret in a position to tile the Inventory. This will be done in due course, and whatever Pennsylvania Inheritance Tax and Estate Tax is ultiiriately found. to be due will be paid. Therefore, it is requested that waivers-be isaued in accordance 'With the attached application. (..' nsu Enolosurer 119219 ~-·· ' ~. . -'!"-.... I ' -' ~ Anthoni J. Mollnero Trust Department j l ' : j 0 '· , .. 0 .. .... ,, : 'I >. ,<II • ' -_. .;. •' •' I •.·" ' .. ··' 1-...... :. -.--------~> {>-~ . " • 'fr.) f'r:'f. · .... ~ r.w·,.,-~ "-t.r/ ,:-xc ................. ,, .. " t.J ~ .. ,~......,p.":' ...,..._,. ; .. 1t-t.:_.L~..:_.r;3{}c~' ~ Jt .. .c~t! ·. . .. -·· ... ' •• r,.., ... .. , -- L'"(:i!l' '!c·~.uao.f. ")_a,· . . a··cc~ . ..... '\, ' '' :t ·; ... 0 ' RCC-7Z (9-68) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR AND CONSENT . TO TRANSFER SECURITIES . REGISTERED IN THE NAME OF A RESIDENT DECEDENT APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: DAn: 12/21!/71 Application is hereby made for coosent to the transfer of the following securities of a Pennsylvania Corporation or a National Banking Association located in Pennsylvania: (a) 100 (b) Pb1ladelpb1a Electric Co.mpao;, (c)_~Co_mm_o_a ____ _ (NOTE: In describing securities enter in (a), ab Ofe, either the number of sh.ares of· stock or the face amount of registered bonds, in (b), the name of the issuing company and in (c) the Class of stock or the stated interest rate and maturity date of registered bonds.) · ISSUED ON ll/4/'10 , and having a TOTAL MARKET VAllUE OF S-·-:---2•_0_68_··_7_5 _____ _ (Date) , on 9129/71. as of the dot~ of death of the decedent, J.1rs. Pboebe B. Dl.cktmnan (Name of Decedent) (Date of death) who was late of 206 Jetfei'SDA Aveaue (Street and Number) (Post Office) · Vaahlagton ·(County) (State) The securities are registered as follows: Mre. Phoebe E.-D1okeJ'11'14D & W:l.ll11li G. D&vi&IOD Jt vlth right . _ _ ~ _ ot ~;orehtpmant nsp~~MINJ~!ii'ii~llaox ~11 ~R~ !be Ullion NatloDAl iaDk ot Pittsburgh, . P1ttabur8h, PUDQ'lvarda 15230 Co-eXECUTOR ) (Name) . (Address) ... NAME OF APPLICANT~: =· =t~:'f. »g~ 5ij)"burah COUNTY FILE NUMBER f.-?,·"7/-N-.!> ADDRESS OF APPLICANT PUtaburlh~ BUREAU FILE NUMBER J~ SIGNATURE OF APPLICANT. · ·Mit-~ NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APP.LICA~~eE CONSIDERED COMPLETE AND WILL BE .RETURNED TO YOU FOR COMPLETION. . COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF Rt;VENUE CONSENT TO TRANSFER SECURITIES ... DAT~ec. 29th. 1971 I hereby consent to the transfer of the above securities no~ registered in the name of the aforesaid Decedent and waive the filing of a certificate certifying to the payment of the transfer i.nheritance tax to which . ' the property of said Decedent is made subject pursuant to the·provisions of the. Act of June 20, 1919, P.L. 521, as amended and the Act of June 15, 1961, P.L. 373, as amended. This is al~o in ~ccordance with the provisions of the Act of April 9, 1929, P.L. 343. This Consent to Transfer the herein described property operates only in reference to the estate of the above-named Decedent. Signe~i.Revenue ' By '~D (Signature}_ · Register .of Wills Washington (Title) .(Caunty) .• ~. b ..... ... -•. ' ' COMMONWEAlTH Of PENNSYLVANIA DEPARTMENT OF REVENUE ~f{Cffi1V.E!) HARRISBURG CQ~J;~I;t/y ~i!fA:&'o_'f: •01. L ::· r· J· RC C-43 (4-69) fj. ' . '· '-.. t@Jtr; s •' ~lLfJ . f/ A NOTE: TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S. 4th Street Harrisburg, Pennsylvania Dear Sir: '7 ,£11 f1-j 'li . ~ I Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTION ___ D_o_l_l_ar___:_.s_av_1_· n_;;g_s_B_a_n_k _________ _ ADDRESS 537 Smithfield Street, Pittsburgh: Pa. 1 'i222 J ACCOUNT NO. OF JOINT, e TRUST OR INVESTMENT DEPOSIT_--:6:--20_4.;,_79 __________ --:~ .j~j# ( NAMES ON ACCOUNT w '( OR INVESTMENT Phoebe Dickerman or t.Jm. G. Davidson DECEASED JOINT DEPOSITOR, ./ TRUSTEE OR INVESTOR __ P_h_o_e_b_e_D_i_c_ke_r_m....;.a.;..n ____ V' ______ _ ADDRESS AND COUNTY 206 Jeff~rson Avenue, Midway, Pa. 15060 DATEOFDEATH _____ 9~/2~9~/~71~---------------------------- SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR .wm. G. Davidson . ---------------------- SAME. ADDRESS __ ~--~------------------------------------ RELATIONSHIP TO DECEDENT Sister --------------------DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED 12/20/68 BALANCE, INCLUDING INTEREST DUE, AT DATE OF DEATH$ $5,033.87 i)'-~ i 1 s; 'D i 'f·n ' . f f ;»-J 7 7. S"f ~ ../!);r; a.u..,___ Signature .TITLE Ivilliam R. Mann, A.V.P. -.... , RCC-134 (9·71) • COMMONWEAL TM pF PENNSYLVANIA DE'PARTMENT OF REVENUE BU,.REAU 0~ COUNT'( COLLECTIONS ,.' INHERITANCE T~X DIVISION . . 1 :_OFFICIAL·'NOTICE OF INHERITANCE TAX,,APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION T 0: WILLIAM G. DAVIDSON 206 JEFFERSON AVENUE Dote: Februa.cy 171 1972 County NASHING'l'ON I MIDVlAY' PA. 15060 County File No·-,....---------- Bureou File No. _________ _ We ~ave received notice that ~· on 29th September 19___.1~you come into ownership off ;c;er~t;a~~·n~p;,r~o;pe:r~ty~Miarn~ocx;oom~~a~~OO~-- W'a~~b'yX.N1'iQOO!&Idi"*.Transfer from William G. Davidson, deceased (Midway) I . Undkr the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers ore taxable and the liability for the payment of the inheritance tax due is imposed upon you, as transferee. . The! property on which tax is hereby assessed consists of: JT ~ Account 620479 IllELD IN '1' HE DOLIJ\R SAVII~GS BANK PITI:SBURGH OFFICE, PITTSBURGH, PENNSYLVANIA. In the names of \iilliam G. Davidson or· Phoebe Dickerman. Opened 12-20-(>8. BALANCE AS. OF DATE OF DEATH $5,033.87 appraised by the Commonwealth, as of the date of death, at$ 5,033.87 50 • % of this ·amount is taxable at the rate of 15 . % DATE 10F ASSESSMENT . j TAXABLE AMOUNT LESS: I ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE " r If you~pay the above amount within three (3) months of the date of death of the decedent, or on or before _____ _ I 19 __ , you may deduct a discount of 5% of the amount of tax due, or I This tax became delinquent nine (9) months after death ORIGINAL ASSESSMENT $--~2~,~51~6~·~92~------ 377.54 _._.-_._ ~ --- (one year if death occurred prior to December 22, 1965 and fifteen months if death occurred on or after . December 22, 1965 but prior to June 17, 1971) and, in addition to the tax, statutory interest at the rate of 6% of the tax per annum is also due as of* 19 __ in the amount of *If the tax is not paid by the above date additional interest is due at the rate of 6% per annum until paid AMENDED ASSESSMENT $~~~------------ APPRAISED BY." TOTAL:fM NT DUE $ 37.7.54 $ . RUSS(Ll MARINO. ~ .... r.-.-ve..-c...t/ z...c.vt~·ASSESSED BY: _____ ' --------------- ~Inheritance 'fax Ap raiser) (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: 0 ~~ T\tw·yf' {I To insure proper credit to your account this Official Notice must accompany /~l&t;~oyment. Moil or bring it to: •. u T,.E ... iJ,,i/WuNWEAUH cmmr HouSE . 2~iJNGTON,: PENNA. 153Dn (over) r -'• If you have already paid this tax to an executor, administrator, attorney or other personal r~presen:tative of the decedent for forwarding to the Commonwealth, list' below the date pai.d, name and address of the person to whom you made payment, their official title and tlie amount. · · Date Paid Name and Address of Payee Official Title Amount Paid Under certain circumstances, if, after the date of death of the decedent, you personally paid funeral expenses or other just debts of the decedent, with funds derived from the property herein taxed, such amounts expended by you may qualify as deductions against the gross value of the property in the comput.ation of tax due. If any such expenditures meet all of the .three following tests, it is recommended that you itemize the payments below, execute the affidavi't, and return this notice. The Register of Wills will examine the debts claimed and.allow those which he determines to be 'proper. The. tax will then be recomputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 -You were personally legally responsi.ble for these debts, and 2-You actually paid these debts out of the account or property described' above ·and'can furnish proof of such payment, if required, and 3-These sanie debts are not also claimed, for tax purposes, by an executor, administrator or other personal representative of the dec~d~nt handling the administration.of the general estate of the decedent or any other transferee.. · SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid . ' ' ... TOTAL $ . (attach separate sheet 1f requ~red) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OF: _______ _ I, hereby certify that the foregoing is a just and true statement ot funeral expenses and other debts of the decedent, , for which I was legally responsible and which I did pay out of the property herein taxed. I further certify, that to the best of my knowledge and belief, these same debts will not be claimed by any other person, for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF _________________________ 19 __ . Signature of Taxpayer REPORT OF REGISTER OF WILLS I, the undersigned, duly elected Register of Wills in and for the above county, do respectfully report that I have allowed deductions listed above in the total amount of$--------.. Date of Approval: ______________ __ Register of Wills ..... RCC-134 (9-71) : COMMONWEALTH' GF PENNSYLVANIA DEPARTMENT OF REVENUE B~EAU OF.COUNTY• COLLECTIONS ' INHERITANCE TAX DIVISION .. . OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: t-IILLIAM G. DAVID$0:~ 206 JEFF£H.SON AVENUE Dote: Februarx 17, 1972 C t HASH!NG'.i'C~ ouny ________________________ ___ tUD\·iAY J PA • l5060 County File No.------------------- B ureou F i I e No. :...· ------------------- We hove received notice that ~~~~~~~~~ on 29th September 19___.1},.you came into ownership of certain property .fh~~~~~ RS"'~firet.lo/G&W.ne'dxrlyt'thlfe~~-',l'rnnsfer r;ronl \~UJ..i.;1.lll G. Dil.vid~on, deceased (~) .-- Under the Inheritance and Estate Tax Lows of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you, as transferee. . . . JT • A count 6204 79 mELD IN T HI.i DuLUtH The property on wh1ch tax IS hereby assessed cons1sts of: · C · . . _ SAVII\GS BANK Pl'l'TSBUUGH OFFICE, Pmv£<3BURGH, PENl!S!1 . ..VAttti. In the ~~s of \'Jillio.m Q, Davidson or Pho~be Dickerman. Opened l,h.2Qil0068. BALANCE AS. OF DATi OF DEATH $5,0,3).87 appraised by the Commonwealth, as of the dote of death, at $ 5,0$3.fl1 50 %of this amount is taxable at the rote of 15 % DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE If you pay the above amount within three (3) months of the date of death of the decedent, or on or before, ____ _ --------19 __ , you may deduct a discount of 5% of the amount of tax due, or This tax became delinquent nine (9) months after death {one year if death occurred prior to December 22, 1965 and fifteen months if death occurred on or after ORIGINAL ASSESSMENT $ -=2,E-!::5=16=·=94:z..." __ ;.....;. December 22, 1965 but prior to June 17, 1971) and, in addition to the tax, statutory interest at the rote of 6% of the tax per annum is also due as of* 19 __ in the amount of *If the tax is not paid by the above dote additional interest is due at the rate of 6% per annum until paid TOTAL AMOUNT DUE $ AMENDED ASSESSMENT $ -============ APPRAISED BY: -<17. ' • ' • /' ' ''c ASSESSED BY: -~R..u.II~S S~f~Lli!,-M~-A-AR~H*WR--------- {Inheritonce Tax Appraiser) (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: (over) To insure proper credit to your account this Official Notice must accompany Mail or bring it to: f • • re If you have alread·y paid this tax to an executor,.administrator, attorney or other personal r~preselltative of the decedent for forwarding to the Commonwealth, list' b~lo~ th'e d'ate·paid, name and address of the petson to.whom you made·payment, their official title ·and the amount. . '' Date Paid Name and Address of Payee · Official Title Amount Paid Under certain circumstances, if, after the date of death of the decedent, you personally paid funeral expenses or other just debts of the decedent, with funds derived from the property herein taxed, such amounts expended by you may qualify as deductions against the gross value of the property in the computation of tax due. If any such expenditures meet all of the three following tests, it is recommended that you itemize the payments below, .·execute the affidavi"t, and return this notice. The Register of Wills will examine the debts claimed and allow those which he determines to be proper. The. tax will then be recomputed and you .will receive an amended assessment of tax. , : :::·:; \ . · \. ;,'" THE THREE TESTS WHICH MUST BE MET ARE THAT: ··1 -You were personally legally responsi.ble for these debts, and 2-You actually paid these debts out of the account or property described' above and can furnish proof of such payment, if required, and 3-These same debts are not also claimed, for tax purposes, by an executor, administrator or other personal representative of the decedent handling the administration of the general estate of the decedent or any other transferee. . SCHEDULE OF DEBTS Date Paid· Name of Payee Description of Obligation Amount Paid TOTAL· $ {attach separate sheet if required) . COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY Of _________ __ I, . . · , . hereby certify that the foregoing is a just and true statement ot funeral expenses and other debts of the decedent, , for which I was legally responsible and which I did pay out of the property herein taxed. I further certify, that to the best of my knowledge and belief, these same ·debts will not be claimed by any other person, for inheritance tax purpose~. SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF --~---------------------19 ___ . Signature of Taxpayer REPORT OF REGISTER OF WILLS I, the undersigned, duly elected Register of Wills in and for the. above county, do respectfully report that I have allowed deductions listed above in the total amount of$ --------o ·Date of Approval: ______________ __ Register of Wills Fotm RCC-33 ' ' t 3_jj:_;e;~J COMMONWEALTH OF PENNSYL VAN lA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS I., j RESIDENT DECEDENT COUNTY OF ........ : ............. WASB.:lNGT.ON .................................. . 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 r~sided; Return is due within one year after date of death, unless an extension is granted by the. Se~retary of Reve~ue. (Section 7o3 of the Inheritance and Estate Tax Act o'f 1961.) · IN THE MATTER OF mE ESTATE OF · . } . AFFIDAVIT OF :·:-.:~~~~~::~=~~="!:~~·,:::::::-~:,:: ==- ::.:· :. :·::~::~-~--=}"' ...................................................... : ............. ~~·==t..tl.i. .... tlhrB~~k1~~8.~.~gM~.o~.~.P.£~x.~~~8H~ .................................................................. .. Executors of the estate 'of the above-named decedenf being duly sworn, deJl•Ose and say .. · ·• Decedent died ........................................ :S.~~~·~~:be.r. ..... · ... : .... (j:;;;·;~9 ...... , 19.~:~~ ..... ,~eavi~K. a last will, copy of which is hereto attached. } other authorized representative ~o · Name and address of attorney or} ...... Ja.me.S ... R •..... D..onaldson, .... Esq .............................................................. . whom all cor r e sp ond en c e • hou t d be ... 9.;1,4 .. '0 ;p.;i,on . 'r.rus t. Building, Wa.shi.ngtqn, .. f..e.rt.P.J?.YlYania ........ l.53.01 ............................ .. mailed. are . That as such ........ :Exe.c:u.tor.a ............... deponent 4 familiar with. the affairs of said estate and the property con- n:x.,r.utor~ . . stituting the assets thereof and th~ir 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 The Union National Bank of Pittsburgh. Deced_Emt _and McDonald Office Willi1i1Il ~ Uavids_on Brother Box #2509 . . That the contents of said safe deposit box-o~ boxes are itemized under SchedulesB,C,E of this return, with the exception· of ·the following, for . the reasons hereinafter set forth: * That Sc.hedule A attached hereto and made part hereof sets forth fully and in d.etail all the real property in the Commonwealth of Pennsylvania of which decedent di.ed having an interest therein. It also sets forth the mortgage encumbrances upon each parcel of ~eal 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 8 attached hereto and made part hereof sets forth fully ~nd 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 deposit; savings banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons giving also separately the ~ccrued interest thereon, if any, down to the last interest day prior to decedent's d~ath in the case of savings banks, and to the date of decedent's death iri all other cases; all bonds, postal s_avings, treasury certificates or notes and other evidence of in- debtedness of the United States to the decedent; all obligations,' whether by statute_ or agreement they are designated as tax free, ·of the United States, or any state, or political subdivision thereof, or of any foreign country, which are owned· at the time of death;' all wearing apparel, jewelry, -silverware, pic- tures, books, works of art, household furniture, ho:rses, carriages, automobiles, boats, and any and-all other personal chattels of whatsoever kind or nature~ left by decedent, together with the fairly estimated market value thereof; all bonds and mortgalites ·held by decedent and of all claims .due and owing decedent a.t the time of' death, and all promissory notes or other instruments in writing for the payme~t of money of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the face value and estimated fair market value thereo·r, 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 i tern; all moneys payable to the estate from life ins.urance polici-es carried by decedent; all annuity and. endowment contracts the proceeds of wh,ich were payable upon the death of the decedent; and all the corporate stocks and dividends due thereon and unpaid a~i Qf the date of death, bonds and accrued interest thereon to the date of dece- dent'$ death and other investment securities owned by the decedent at the time of death, with the market value thereof at such time. v *Moody Bible Institute of Chicago Annuity Agreements #12712 and Missionary Society Annuities #690 and #780 terminate at death. . .J j14205 as well as Oriental .~ • . ·, (' . I In the case of securities of close or famll y corpo·r~ation.s, the values reported are as far as possible substantiated by financial statemen.ts of the corporations, showing the assets and _liabilities thereof as of the date o.f deat;h •. The s<?hedule also set-s forth the interest of rlecedent. at· the time of death in· any co-partnership or business, and .in:' s~ppo;t .'of .. th~"·:~~u~ of 'such interes.t' 'th~~e .i~ an~exed 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 nat1jre 'of the. agreement) together. with a statement setting fo.rth the c.haracte.r of .. tJ:!.e. pu~;[nes.s, .... its lq:gatiqn, ~ :imq .~uch other (acts pertaining to the l;Jusiness as may be pertinent to a fair and just'·appraisali:(:l'f '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 ·ume. of death. The Schedule C attached hereto and made part hereof sets forth a ·true answer to each inquiry contained therein and in the case of transfers ofproperty, real or personal, within two years ·of decedent's death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom transferred, the relationship of the transferees to the decerlent, the proportionate share received by each transferee and all other facts of a pertinent n~ture r.;garding sairl~transfers. 'In the case of t~ansfers intended to take effect in possession or enjoyment. at or after. death,. there is also attacherl.. to :the.scherlule a COJ:lY·. of th~ deed, trust agreement or other instrument creating the trust. TherA is also set forth in said scherlule a list of all property, real and personal, with its' value, which passes at decedent's death by virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint- ment vested in decedent, either individually or j<_?intly, by the will,, deed, or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names anrl. addresses of all persons beneficially interested in: this estate at the· time.of decedent's rl.eath, :the .. nature of their res- pective interests, their relationship, if any, to the decedent, together w·ith the ages at the time of decedent's death of all minors, annuitants and beneficia'ri~~· for life under c:iecede.nti~ Will. It also contains a statement showing whfch of the beneficiaries named. in the; decerlent1 s Will, if. any, .died prior to ·decedent, the dates of their death, their issue; and·the ·relationship of such issue. .. to ·the· '!Jeneficia,ry • . That Schedule f attached her·eto .and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly with ariothe~ ... o·~ others, 'incll.iding intahgi,bl,er sf.'arid':i.ng in the name of the decedent and othe.rs, plus the date an.c;l place of T.eco,rd of ·iristr.l..lll!ents effecting· the ·vestiture .~~ real· estate and the date of acquisition .of personalty, plus ~he name, address and re.~ationship, if any,. of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in. det·a·il ·all debts and deductions claimed for and on behalf of this dece(!.ent' s estate, inc.luding funer-ai expenses paid; family exemption, where applicable; costs of administ~ation. of this 'estate; 'counsel. fees and' fudiciary' s commissions paid or to be paid; c()st expended for burial trusts:, tombstones· or gravemarkers, and reli- gious services, in consequence of the death of the decedent; debts and claims owing· anrl 1mpairl at time of death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inhe~itance' 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 {f the amount actually paid in settlement Of· any. fe·e; commiSS or debt is SS than, the estimated amount claiming and allowed, that the· same· will be .reported· e Register that the amount of tax' assessed can be· reassessed in accorda:n~e 'therewith; That the totals of the appro~riate columns in n, have been carried forward and properly registered in Subscribed and sworn to before me this ................................. . ( 'Wilbert L. · Davidson . ' . . . . . . T~ UNION NA'riONAL BllNK OF PITTSBURGH q,~l~ ........ dan of :3'~ (\ 191~ ' ......... ~~ ........ \~ ..... : ...... ~, ...... ~ ................... : ..... .. 1-LOWELL R. SNYDER .~t~uf8fl~c . . PITTSBURGH: ALLEGHEN~ COUNIV . . . . . MY COMMISSION EXPIRES JAN. 6, 1975 ;t.&-' ........ (i~;~t~;:~ .... vi~·~ .... :p·;~~'id:ent , .. . ... t. ... .Of.f..i.C..!L.:e..ox .... $3.7.: ..... : ...................................................... .. (Street Numb.er) :E\i.~~.~pll.:J::gh.2 .... ~.~.~~Y.±Y..AA.;!,.~ ........ ~.?..?.J.Q ..................... . ; ·· (City .. or Town and State) Member, Pennsylvania AssociatmnM Nntaries NO.TE: Before S1f?n1ng a:tTnravrt make sure all biank spaces in 'the. affidavit and schedules annexed a-re filled in wfth details or the word "None", anrl in case the assets include rare and unlisted securities, securities of ~lose or family corporations or an 'interest in· any co-partnership or ·business, that the d~ta .and .statements requirerl under the paragraph above relating ·to Schedule "B" are ·attached. Also make certain that column #1' in the ·"summ'ary" has been properly· completed as above-directed. ·~RCC-3-:I-64) ' COMMONWE~L TH OF. PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY Re~l property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at de-ath 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 wl 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 listed on Schedule "F" and must not be deducted from this schedule. ' None I ! ' ; . -- ) - ; ( Insert this total opposite "real property", Schedule "A" in the "As Reported" column on the last page of this return. ,- (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH iLl< XX XXX (2) (3) DEPARTMENT VALUATION ESTIMATED CAUTION MARKET VALUE (Do not write In thIs space) .. $0.00 " ~ -- ' ' ' :\, ., .... -· I ' ·.:.iti, I $0.00 tf!.K )/?_.,3--- I ' oj., RCC~5 .· 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 ~he 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, t1.tled 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, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary in said 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 See copy of Inventory attached Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. UNIT VALUE X X ESTIMATED MARKEr VALUE $100,225.06 $100,225.06 ;;), DEPARTMENT VALUATION (Do not write in this space) I & (J, :;. z.$. ~ 6. INVENTORY of all real and personal estate of PHOEBE E. DICKERMAN, Deceased, late of 206. Jefferson Street, Midway, Washington.County, Pennsylvania. PERSONAL ESTATE SCHEDULE ~ ,. i First Federal savings & Loan Association of Pittsburgh . Savings account # .. 02 01 23992 Mellon National Bank, Main Office Savings account # 43486 Special Passbook account # 001 S00507 Pittsburgh Home Savings & Loan Association Savings account # 39761 Pittsburgh ·National Bank, McDonald Office Savings account # 81-1990421 · The Union National Bank of Pittsburgh, McDonald Office Savings account # 730134764 Blue Cross of Chicago Illinois Refund of Unearned Premium Cash found in Safe Deposit Box Allstate Autoniobile Ins'ilrance. Refund of unused Premium $2,000 f/v Dollar Savings Bank, Oliver Building Office . Deferred Income Certificate of· Deposit dated 7-30-70 due 7-30~72 @ 100 accrued interest to 9-29-71 $1,000 f/v Mellon National Barik & TrUst Company, Main Office · 5% Savings Certificate dated 12-16-70 due 12-16-71 @ 100 . accrued interest from 6-30-71 to 9-29~71 The King's.College, Incorporated annuity and ;Bond Contract . \ Annual annuity interest. paj_d to 9~3-71 Bankers 'Multiple Line Insurance Company Refund of unearned premium (Jn policy # 692044798 $ 3,283.90 v. / 2,822.65 v 6,065.26 v 1,159.93 v 81.40 v>. 6,531. 72 v 15.30 v 300 •. 00 v 76.40 v' 2,000.00 v 121.80 1,000.00 ·V 12.47 30.57 v. 2.59 v ,_ .. .•. ··~ ..... • I I • Stocks v 12 shares American Home Products Corporation $2.00 Convertible Preferred @ 120 7/16 dividend of record 9-14-71 ~~/m.# 1,445.25 vi f/7'C '-6.00 / 138 shares BUllock-Fund, Limited --/ capita~~~tXA-/0.¢rY ~.211. "}Km52,076.90 V / 32 shares Central & South West Corporation common @ 42 3/4 V 6 shares The Chase Manhattan Corporation capital @ 51. 1/16 (Jf(/rlsf. CYj(in-~ 1,368.00 v 306.38 -~ ./ 1,058 shares Commonwealth F~Uson Company common @ .35 1/4 . _ / dividend of ex date_ 9-16-71 t!Krn~37 ,294._50 581.90 /110 shares Duquesne Light Company common @ 22 3/8 dividend of record 9-3-71 tf-KM~ 2,461.25 ,__..-' 45.65 ~ 42 shares General Motors Corporation common @ 89 9/16 -- ~ 12 shares Kentucky Utilities Company 4 3/4% Preferred @ 66 1/2 I k~Jf2o shares Madison Fund, Incorpor~ted -common @ 15 1/16 · -..1 429 shares Northern Illinois Gas Company common @ 27 11/16 dividend of ex date 9-16-71 _ / 35 shares Northern Illinois Gas Company $1.90 Convertible Preferred @ 29 1/2 dividend of ex date 9-16-71 - v 7 shares Reynolds Metals Company 4 l/2%,Second Preferred@ 641/4 I t/ 88 shares Wellington Fund tuk.._f 01 ;I o common@ 11.40 _IJJ.-'I&,~f,071P'T 6 Net inv~stment income distribution_dated- 9-30-71 received as stockholder of r_ecord 8-30:..71 10 shares Westinghouse Electric Corporation common @ 94 15/16 -- ~- $ 100 f/v Urii ted States Treasury Bond Series ":t~" dated 8-1-49 due 8-1-59 (}-I{'..JPJ-. 3,467 .~J ~ {#(HJJ'; 798.00 ~ {foK j/):.r. 301.25 / ()-K.,m-~. 11,877.94 /' 190.91 &4<tn<iY·· 1,032.50 t--- 16.63 -tJ-K_~ 449.75 v tl/(Jn~ 1,003.20 ,/ t1-J(m~. 9.68 -~/ U{'/7J.;-949.38 -~ ~d-'163.28 / -I . ' I (1 f "t, . ' ..• · ~~ ... ,. . . .. , Bonds (Continued) / $1,000 f/v United States Treasury. Bond Series "E" · dated 7-1-69 due 5-1-75 500 f/v United States Savings BOnd Series ''H" dated 11-1-53 due 7-1-63 816.00 500~00 / $ · 100 f/v United States Savings Note dated 7-1-69 due 1~1~74 @ 88.12 v rfl( J11 _J' ~ 88.12 / $1,000 p/v United States 7% Treasury Note Series v ''D" -1975 dated 8-15-71 due 11~15-75 @ 104 / k /tJ~ · 1,040.00 8.56 interest from 8~15-71 to 9-29•71 v . $1; 000 p/v United States· 5 3/ 4%· .Tree:sury Notes Series "A" -1975 . . ~ da.ted 2-15-68 due 2-15-75 @ 99 25/32 inte~est from 8-"!5-71 tq. 9-29-71. · / $1,500 p/v Christian & Missionary .Al-liance. Foundation, Incorporated, First Mortgage · Sinking Fund Debenture 7% · .. · ·dated. 3-15-67 ·due 9-15-72 @ 100 / interest 3-15.:.71 to 9.;.i5-71 "_.-· interest 9-15-71 to 9-29-71 -~- J $1,000 p/v Christi~ & Missionary ·Alliance · Foundation, Incorporated, First Mortgage Sinking-Fund Debenture 7% . . .. · dated 3-15-67 due .3-15-75·@ 98 1/2 . ../ interest 3-15-71 to 9-15-71 ~ interest 9-15:..71 to 9-29-71 · / · · "'/$1,000 p/v Winchester North, IncorJ>orated . 8.4% Conv~rtible Subordinated Debenture dated 12-17-69 due 12~1-94@ 100 interest 9-1-71 to 9-29-71. · Miscellaneous 1971 Chrysler Sedan One lot miscel~aneous household goods (David J. Wack, appraiser) · -~ 997.81 7.03 1,500.00" 52.50 4.08- 985.00 35.00 2.72 1,000.00 6.77 2,875.00 956.50 $100,225.06 (, ' ; ..: . .. I ' ' . ~ ..,, ~- . REAL FSl'ATE SCHPDULE ·REAL ESTATE IN PENNSILVANIA .· mfDRARDUM OF REAL ESTATE. OUTSIDE THE COMNJHWEALTH OF PEDS!LV ANIA ... ' ·• ~ . I None None Mrs. Frances Leo COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 November 27, 1972 Chief Inheritance Tax Appraiser Room 244, Washington Trust Building S.E. Corner E, Beau & Main Streets Washington, Pennsylvania 15301 Attention~.' Ms. Madge Finney Inheritance Tax Appraiser· Dear Ms. Finney: In re: Phoebe E. Dickerman ~state County of Washington File No. 63-71-1023 Date of death -·9/29/71 We have your letter of November 20, 1972·, with attachments, · requesting a pre-appraisal detennination of the ·taxability of several Inter Vivos Gifts of Securities given by the above named decedent to her r~lati~es within two years .of death. After g1v1ng careful consideration to the information in the letter dated November 16, 1972, from George K. Leitch, Vice President of the Union National Bank of Pittsburgh, we must· concur with his position ~hat the transfers in question are non-taxable for inheritance tax purpose.s in this esta,te. We also wish to point out that the trans- fers totalling approximately $1,500.00 would not be considered· a material part of an estate having gross assets of $150,000.00, within the meaning of Sect.i.on .: · ··!' rh,: 196] l.·t- When completing the appraisement, you shall be governed accordingly with the above decision and the items on Schedule '1C11 are to be appraised as reported by the estate in their return; Y._ery truly. yours,. , ·;··· .. ··) · :J (. · · · \_ .. -·""'I . I ,-..~ /; /, l I-' ·.:·r ;._f"(_ : .. · \)·L· L . ,_ : ,, . _7· ... L. ·._ ··,.. • -·--...... !:·,·, ... -.· -;·( ,_J_.·) . ··(' .IJ../ .. (\' H/rbert A. Brinkley, Ass-is'ta~· · . Inheritance Tax Division For: Peter J. McHale, Director Bureau of County Collections ·•, RCC~6 COM\lON'I'EALTH 'OF PENNSYLVANIA 'TlUNSFER 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) yes (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) no (3) If the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at time of transfer ---------- (b) State of decedent's health at time of making the transfer. (Note 1). (c) Cause of decedent's death. (Note 1). (4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no) yes (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) yes (b) What was the transferee's age at time of decedent's death? uxUcnOvnl (5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in. fact end before his death: · · (a) The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no) __ _...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 ______________________ ~------------------------------------------~----------- (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) __ _...n.,o'----- (8) Did decedent, at any time, trans'fer property, the beneficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which co11ld revert to decedent under terms of transfer or by operation of law? (Answer yes or no) no f (9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter-.. · :· est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)----------- NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans- fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based. NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. ITEM 1 3 4 DESCRIPTION $100 f.v. U. S. Treasury Bond Series "E" dated 2/1/61 due 11/1/68 P .o.-D. to Mrs. Edna Reiff $5,000 p.v. Plum Borough School District Authority 5.40% School Building Revenue Bond Series of 1968 dated 4/1/68 due 4/1/83 @ 99 4/64 Interest from 4/1/71 to 9/29/71 Decedent made a gift of the above bond to her sister, Mrs. Cora M. Boles, on 4/1/68 with the understanding that she would continue receiving the interest from same during her lifetime. Decedent made a gift of 16 shares RCA Corporation, common stock,-on 5/26/71 to William G. Davison, her brother .3 5 ~' _ Decedent made a common stock, her brother gift of 25 on 5/18/71 !t.f· 75 shares Michigan Gas, to William G. Davidson; MARiillT VALUE (Estimated) A;;JiJf' $!' 112.52 4,953.13 133.50 Non-taxable Jrog: J.r' Non-taxable Decedept made a gift of 20 shares Kentucky Utiliti s, $o?5~ common stock on 7/14/71 to Harvery Baker, (nephew of decedent's deceased husband) .2 &. , ;(.5' Above small gifts made by decedent were made to help the donees financially and were also in appreciation for the many kindnesses shown to her by the donees. · Non-taxable 6 Mbody Bible Institute Annuity Agreement #12177 pay ble . a ~ son, s~s er Inse.rt this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. I . $5,351.73 DEPT. VALUATION (Dept. Only) tj-15.3 ,• /.3 ;33,5tJ r 1 2 3 4 5 6 7 8 9 . 10 11 RCC-'38 • t • -If, ··. COMl-hJNWEi\ LT~l uF PENN SYLVAN! A · 'rHM\St"l:::n INHElU Tt\NCE TA\" llFSIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY I:'iSTRtT.TIO!'iS: This schedule must disclose all property, real an<t 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 under Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real estate value in estate valuation colunm. Personal property should be listed as in Schedule "B", plus rla te of acquisition, and the name, adrlress anrl relationship (if any) of co-owners to the decedent. Description of P~operty, -Date of Acquisition, Name I Unit Address and Relationship of Co-Owners, and Place ; Value of Record of Instnunent, where Real Estate._ l Property situate 206 Jefferson-street, Midway, Pennsylvania, Washington Connty, consisting of a lot 50' x 120' improved II percentage Estate Share Valuation with a 1-story brick dwelling with a I l-ear integral garage. · YIJ: Appraised Valuation $17,000.00; tfi/!.,/"' ·50% r 8, 5oo.oo Dollar Savings Bank I Savinw Acch #620479 5,033.87 1 tST. 1 ""tl.o/M? DEPARTMENT VALUATION CAUTION-Do not \Vri te In This Space. Value of Value of Entire Decedent's Property Interest The Union National Bank of Pittsburgh, McDonald Office Saving~-A~ctl H73-0130432 t:St ~ 1lb~ · 878.18 '§0~ ~ r{t:.~ ,/ 600 shares Commonwealth Edison Common !@ 35 1/4 (NYSE) Dividend of record 9/22/71 Co. 21,150.00 330.00 &Kfrly, 50% 10,575.00 v/ 50% 165.00 100 shares Philadelphia Electric Common !@ 20 11/16 (NYSE) Dividend of record 8/31/71 100 rights received ex date 9/16/71 ~ v-fll¥ 50% l 'Jo.. l,034.37 v 50% 20.50 50% 1.56 $100 f.v. U. S. Savings Bond Series "E" dated 2/1/47 due·· 2/1/57 J o~K. )71;;J. 170.28 50% J 85.14 ·' $4,500 f.v. U. S. Savings Bond Series "H" various maturities ~¥· 50% .j I 2,25o.ool 4,500.00 Items #1 thru #7 jointly owned with :::::: :::::~:o:::on Co. (NYSE) 18f{ ~J' Common@ 35 1/4 7,437.751 I 50% $ Dividend of re~ord 9/22/71 116.05! ··I 50% · 50 f. v. U. S. Treasury· Bond 1 rn .t/1' Y" · Series n·E" dated 1/1/49 v r..;;vf<-. due 1/1/59 79. 78 · 100% i I $ 300 p. v. Winova Lake Christian ~ 1 1 Assembly, Inc. Fifteen Year Jn ~~ 5% debenture Bond dated ~1/1/56 . 1 : due 11/1/71 299.46 i 50% Accrued interest to 9/29/71 6.17 j I 50% $1,500 p.v. U. S. Treasury Bonds Series "H" dated 1/1/60 due V i •/(] #7~1. 61( I lOa% 1/1/70 1, 500'.00 (continued) I Insert this total opposite "Jointly Owned Property", Schedule -"E" in the "As Reported" column op the last page of this return. ! I 3, 718.871 v 58.02! I 79.781 I I I 149.7311 3.09 ! 1,500.00 I I I I /, 03(.J1 :Z() ,StJ ./ .. fi 6 f ,(1,5" 1:7' tJ tJ I I ' i i i I i I I I I 1; s &o. tJtJ . I I J r "<. )\; 12 13 RCC-38 CCMMONWEI\LTH OF PENNSYLVANIA THANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRliCTIONS: 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 under Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real estate value in estate valuation column. Personal .property should be listed as in Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-owners to the decedent. Description of Property, Date of Acquisition, Name I Unit Address and Relationship of Co-Owners, and Place I Value of Record of Instrument, where Real Estate. 1 Items #8,9,10 & 11 n/o decedent and/or Myrtle Davidson, sister -1.10 o -~· (y~J..~ tlf I iJ·iP" $400 f. v. U. S. Savings Bonds 1 ;J -''11 ;& ~~ Series "E" various maturities 598.60 n/o decedent or Mrs. June A. Westlake percentage Estate Share Valuation 100% 598.60 • ~, ~Gf $225 f U S S V • ngs Bonds ~~"f)'';, tT,·~q • v. • • a ~ , ., o· Series "E" various maturities 204.02 6Jilf'~' 100% 204.02 ,. DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property Value of Decedent's ,• Interest 14 $500 f.v. U. S. Savings Bonds Series "H" dated 4/1/60 due 4/1/70 J ~"ft); 500. OC V lOO% 500.00 .51Ja.tJtJ, '; i: 15 Items #13 & 14 n/o decedent or Mrs.· -Evelyn Brennan $600 f.v. U. S. Savings Series '':E" various ft jOD, tJ-lP11 ~I Bonds H soo -(p • 5 . JL 1fl maturities 845.24 rrr· 100% 16 $100 f.v. U. S. Savings Note vf dated 8/1/69 due 2/1/74 88 .12 rw... rn '{. 1oo%· Items #15 & 16 n/o decedent or Blair K. Warnick ~5'1 fl oo, (, 1, {p 1 7 $1,000 f.v. U. S. Savings Bonds l!>{ol>' 1 v Series nEn various maturities \ . 1,188.6C 6ifYI~ 100% n/o decedent or Robert L. Davidson, Jr. 1 8 . ~ 7 ·$1, ooo r. v. u. s. Savings Bonds f§o-t ~!J ,1 111 Series ''En various rnaturi tie Soo -I/· w .1,198.2( 100% n/o decedent or Gary W. Davidson 1 9 $25 f.v. U. s. Savings Bond 'k5~ Seri·es ''En dated 2/1/53 due o-Kfl1. "" 10/1/62 35.¥ 100% 2 0 $500 f.v. U. S. Savings Bond .t' '· Series nHn dated 1/1/6,0, c~'-)500. oa rJtm. due 1/1/70 " . 100% •.' 2 1 $500 f.v. -U. S. Savings Bond 1· Series nHn dated 9/1/61 fyll_(n$ due 9/1/71 500.0C 100% Items #19,20 & 21 n/o decedent or Mrs. Edna M. Adams ~1ft' .... ~I ~6 ~ ,?-·to1~ " 2 2 845.24 88.12 /I ftf~ 6o 1,188.60 I /, !9R-..<a 1,198.20 Js; 1'c( 35.42 . 5oo. tJd 500.00 ··-. I ! 500.00 ! 60o, Od I I I I $125 f. v. U. S Treasury Bonds 1' 2.5' ~ J.' S j, il s~;:~es ''E fr various rna turi t~ es 121. 42 100% 121.42 I:<;, 'f). n 'n I PI" IPn+. n'l" M; ,..; !'lm .T n!'l~d il <:>nn Insert this total opposite "Jointly Owned Property", Schedule -"E" in the "As Reported" column on the last page of this return. · .. .,. RCC-'$8 I '·' .. ·~ 23 24 25 26 27 28 29 30 31 32 COMMu~'fYFALTH. l)F l'ENN:::YLVANIA ·THAl\'~}TH INHElU Tt\NC.E TY\ n.r. ~ InENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY I~STRt'('.TIO!'iS: This schedule must disclose all property, real awi 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 under Schedule "A", plus the date and place of record of instrwnent effecting vesti ture, 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 Acquisit-ion, Name I Unit Address and Relationship of Co-Owners, and Place f Value percentage Estate Share Valuation of Record of Instrument, where Rea! Estate. ! ./1 (,-IP'f f. v • U. S. Treasury Bonds 1 o o .... (p , ~- Series nE" dated 6/1/64 1°0 ' $200 due 3/1/72 $ decedent or Miss Carrie Rohde n/o 198.4 $100 f.v. U. s.· Treasury Bond Series "E" dated 11/1/64 due/8/1/72 / I v i J.//Jn~P.. 96. 8L fJ1\ -100% n/o decedent or Terrence Felton $100 j ~· 96. 8~ (J-1(f(l 100% Miss Cynthia A. Felton f.v. U. S. Treasury Bond Series ''E" dated 11/1/64 due 8/1/72 n/o decedent or $100 f.v. U. S. Treasury Bond / Series •'El:!'. dated 11/1/64 due 8/1/72 n/o decedent or Dwain Felton $100 f .v. U. S. Treasury· Bond / I .v Series ''E" dated 11/1/65 ()!!/)];.) · due 8/1/78 ------92.8A 100% n/o decedent or Miss Kay L. Mickelson 1 . "' I $200 f.v. u. s. Treasury Bonds•fJ:;~'f;.~~? I ,r7 f Series "E" various maturi tJ.es 178.84 (ftJ/_;' 100% n/o decedent or Eric A. ·navi,dsqn ·· $500 f.v. U. S. Treasury Bond Series ''E" dated 11~7 due 11/1/74 j 429.21 $500 f.v. U. S. Treasury Bond Series "H" dated 6/1/61 · due 6/1/71 I I 5 5oo.od 81(m I · 1oo% II Items #29 & 30 n/o decedent or Mrs. Linda M. Lewis j1 $100 f.v. U. S. Treasury Bond ;· Series "E" dated 12/1/67 due 12/1/7 4 r-86.0 1 n/o decedent or Mrs. Marjorie Vuchetich $100 n/o f. v. U. S. Treasury Bond J Series ''E" dated 11/1/68 ' due 11/1/75 ~ decedent or Mrs. Julia Petti~ (continued) I 82.2 I i I ~~~~r~-~ 100% I I i l?f ~ -100% I Insert this to tal opposite "Jointly Owned Property", Schedule ''E" in the "As Reported" column on the last page of this return. 198.48 96.84 96.84 96.84 92.84 178.84 429.20 I 500.001 I I I 86.001 I l I I 82.24! DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property Value of Decedent's Interest /9tVt 5 (} d tJ.d t 6,()0 RCC-'38 ·-;' '.Ill 33 34 35 CCMMu.N,Wl-\ALHI uF PENNSYLVANIA · 'rHANSFEH INHE!UTt\Nl.E TA\" HE~IDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY nSTRlTTIO!'iS: This schedule must d.isclose all property, real awi personal, owned by the decedent jointly wi t.h 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 vestiturP., 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 P~operty, Date of Acquisition, Name I Unit Address and Relationship of Co-Owners, and Place ; Value of Record of Instrument, where Real Estate._ ! percentage Estate Share Valuation DEPARTt£ENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Value of Decedent's $ 50 f.v. u. S. Treasury Bond Series ''E" dated 1/1/69 due 1/1/76 $ 50 f.v. U. S. Savings Note dated 1/1/69 due 7/1/]3 Items #33 & 34 n/o decedent or Mrs. laaine Bazes, $500 f.v. U. S. Treasury Bond Series '':E" dated 8/1/69 due 6/1/75 --- j 41.1, 100% 45 .1~ m<m '9-100% 408.0Q I' 100% Property Interest 41.18 1//.!t 45.12 408.00 36 $500 f.v. U. S. Treasury Bond vf Series "H" dated 7/1/60 J"tJIJ, &-a : 37 38 39 40 .1;2. due 7/1/70 Items #35 & 36 n/o decedent or Miss Joyce E. "Davidson 500.0( ·1 $1 0 f -d 5oo·8'"~' , 00 .v. U. S. Treasury Bon u' 100% Series "H" various .!Joo 1 rv )( maturities l,ooo.oq 6Jt111~. 100% n/ o decedent or Mrs. Sandra 1 A. Frederick $ 500 f.v. U. s. Treasury Bond Series "H" aated 7/1/60 due 7/1/70 ;·. • JJJ)v 500.00 JrNttc 100% $ 100 f.v. U. S. Savings Note dated 11/1/68 due 5/1/73 Items #38 & 39 n/o decedent,. Lyle & Miss Lynne Warnick, respectively. 100% $1,000 f.v. U. S. Savings Series "H" various Bonds ! maturities/ @1(1;?.-t' ~500.00 ~, 100% 5oo.oo I 50% j I n/o decedent or Mrs. Wanda B. Salen ltsoo -q -t.. o $1,000 f.v. u. s. Savings Bonds5~_1 _cP( Series "H" various matur~ ties 1,000.00, n/o decedent or Mrs. Carole C. Felton I $ 500 f.v. U. S. Savings Bond Series 11H11 dated 10/1/60 I~ &¥it1 100% i i ~tt'f· 5oo.oo I 1oo% n/o due 10/1/70 ·· decedent or Mrs. Wilda M. Weiss 500.00 I 1,000.00 5oo.oo I 90.241 I I I 5oo.oo 1 25o.oo I I i I I I 1 1,000.00 I ! 500.00 Insert this total o~WiH?·WU~~tly Owned Property", Schedule -"E" in the "As Reported" column on the last page of this return. I ! ) i I ! I i j i I i 5 tJ 0. tJ-e c:?b'a. do I // OtJ (}. (jd I I I i l . :;. RCC-38 ''/ . ...... . .. CCMMONWFI\LTH-OF l'ENNt:YLVANIA .'fni\£\~F1~H INHEH.lTANCE T:\\" Rf~IDENT DECEDENT .. SCHEDULE "E" JOINTLY OWNED PROPERTY ----------------------------------------------------------------------------------~ I~STH.l"C:TIO!'iS: This scherlule must disclose all property, real anfl. personal, owned by the decedent jointly wi t.h. 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 "Bt", plus date of acquisition, and the name, address and relationship (if any) of co-owners to the decedent. Descrlption of Property, Dat~ of Acquisition, Name i Unit perc;~t~~e ... '1 Estate DEPARTMENT VALUATION Address and Relationship of Co-Owners, and Place l Value Share Valuation CAUTION-Do not Write of Record of Instrument, where Real Estate. l In This Space. ~x~~~~~~~~~~~~~~~~--~~-~~~~--~~~~~~~~~~~~~~~~~V~a;lue of Entire Property Value of Decedent's Interest 43 $500 n/o 44 $500 n/o 45 $100 n/o f.v. U. s. Savings Bond ,v Series "H" dated 4/1/61 500.01~ due 4/1/71 100% 500.00 decedent or Miss Joan A. Davidson I j I f.v. U. S. Savings Bond I ~~~ Series "H" dated 1/1/62 / 500.0( due 1/1/72 4(>. 100% 500.00 decedent or Wilbert L. Davidson f.v. U. S. Savings Note ff-" rJY. dated 11/1/68 due v 5/1/73 90.24 100% 90.24 decedent or Dale Warnick ----1 I I I I I I I I \ I I I I I i I I I I I I I I I I I I I I I I l I I I ! I I I I I I I I I I I I I I l I I I i ! I i I I ! I 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. $44,659.6(<---=....,·----;..:.....J &!<mY. t/k!LU~ -~-~ . ~OS()_ 130-f-~ ~ 5tJ(J-(}i) r h :· i . , .. RCC-37 (],2-63) COMI\tONWEAL TH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES State full names and addresses of all who ave an interest, vested, contingent or other- wise, in estate) Oriental Missionarv Societv. Inc. Charles _G_ Ashton 'ARl=li ~t~mt _Trea Box !A -GrP"""''-•"')d .Indiana L..61L..2 -Moody Church 1609 North La S1-1lle Street Chicae:o. Illinois 60600 Moodv Bible Institute of Ghica~ro 820 North L_a Salle Street Chicago~ Illinois 60600 Transylvania Bible School Henry Shilling, President Freeport. Pennsylvania 16229 Evane:eli~_tic ~aith Missions Victor Glenn. Director Box 617. Bedford Indiana L..7L..21 Twentieth Century Reformation Hou Mr. H. G. Brvson Treasurer Colline:swood New Jersey 08108 Pacific Garden Mission 6L..6 South StAte Street Chicago, Illinois 60605 Gospel ~3sociation for Blind !Attention: James R. E. Ozias '1'10 Brn1-1d Stre~t Newark. New Jersey 07102 SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH 10% of 1L4residue surer 5% of 1/4 residue S% of 1/L.. residue 6% of 1/4 residue 5% of· 1/4 residue lr 3% of 1/4 residue 3% of 11_4 residue 4% of 1/4 residue ·- Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE ' ' --- Will Administration t No. .................. Year ............ . ..... . P.ol THE ~lATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of ... County of .... Commonwealth of Pennsylvania REPORT AND APPRAISAL (Executor-Administrator must complete "As Reported" column #1.) CJ. ...., "0 ::0 .... .... (l) (l) 0 II> .... E.. "' ::3 "' "' "' 0 (;" ::3 "0 ...., E.. .... .... 0 II> "' >< "0 '0 II> (l) 0"' .., .., CD' 0 ~ '0 f:%1. (l) .., .... "' '< .... II> .... (l) ~·...-..... -w trJ trJ (') (') ?" ?" ?" r5 ~ ~ : : --- -0 f"' ~ -0 f"' -0 ,. r.J: -0-0~-0"*-0 trJ c: ~ ~ >· ::0 >-< -> "' ::c_ (!),_ "g-.... -(l) c.. > "' t:l ct..-... 8"t-.:> ., -2. ::::l r. c.. '-· ~ ·. t/ II -· .::.: - ,·- r l h ~ ~ .. "' •. 1. ••• RCC-37 (l2-63) COMI\ION\\'EAL TH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES State full names and addresses of all who ave an interest, vested, contingent or other wise, in estate) American Bible Society !Attention: Miss P_etra Fakos 1~6'1 Brn~rh.r~v. · NP.l.J York· ·1 00?1 Nyack Missionary College Attention: George S. Writer~ Jr 30 N. BroadwaY. P'. 0. Box ll Nvack N_e_l.,LYork 10q6o World Vision. Inc~orated Stewardshin D~nt Director q1q IJ. Hnnt.ino-t.nn DrivA MOnrovia~ California _9_1016 Midwav Volunteer Fire Dent. William L. Broclanan. Treasurer Midwav. P'ennsvlvania 1S060 Fuller 'rhAnl rHric~l ~Ami_n~rv 135 No. Oakland .!Avenue Pascedena. California 91101 Mrs. June A. Westlake 20652 Lassen St •• Space 153 Chatsworth. California 91311 Robert L. Davidson. Jr. 9318 Christopher Street Cypress. California 90830 G.arv 1W. D::~vidRn·n 505 J..th Street McDonald. Pennsvlvania 11)0&)7 J.,.\ , ...... SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH 3% of 1/1.. residue 10% of 1/4 residue . '5% of 1~ residue 3% of 1/J.. residue ':let of 1 I 1. rA~i nnA Niece Yes Jointly owned bonds Nephew II II II ·-- II II II II . Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE r Will Administration t No. !:'<THE ........ Year ........... . ~lATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of ... County of Commonwealth of Pennsylvania REPORT AND APPRAISAL (Executor-Administrator must complete "As Reported" column #1.) C') ...., "' :::0 .... .... (1) (1) 0 Ill .... e. "' ::l "' "' "' 0 (b' ::l "' ...., e. .... .... 0 Ill "' X "'~ Ill 0'" .... .... (b' .g ~ trl (1) .... "'. ,.... ,.... ' '< Ill ,.... (1) ~ ..-..... ..--..... w. C/) C/) n n ?" ?" ?" 0 tJ > :: :: :: --- ~ ~ -fh ~ ~ ~ ~~-fn~~-ffl C/) c:: ~ ~ > :::0 ....:: ........ > "' ::c ........ (1)-'g-.... ..... (1) c.. - > :r. t::J ~-('tt-;) ., -3 ::l r. c... ... : II j..' ~: ~ __j I I h (~2-63). CO,MMON\\'EALTH o"F PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND· ADDRESSES State full names and addresses of all who ave an interest, vested, contingent or other wise, in estate) Mrs. Edna M AdRms 15539 E. dakbury Drive La Mirada• California 90638 MiriRm J Davin.c:n-n 5026 Burlington Avenue North St. Petersburg. Florida 33710 Miss Cgrrie Rohde 306 Rockfield Road Pittsburgh. P'ennsylvania 15243 Mrs. Elaine Bazes goo W. Penn Pines Blvd. Clifton Heights. Pennsylvania 190 Miss Joyce E. Davidson 500 Sanlin Drive Coraonolis. PennsYlvania 15108 Mrs S:mdrH A Frederick 220 Center Street Beaver Falls Pennsvlvania ll5010 ...Mis.s_lzy:nne...:W:Hrni ck 3401 N. Orianna Street Philadelphia~ P'ennsyl vania 1914_0 Mrs. Wanda B. Salen 2~72 Clearview Street N.W. Warren, Ohio 44483 SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH Niece Yes Jointlv owned bonds I - II II II II ' None II II II Grandniece II II II 8 I Niece II II II II II II II Gr.!=~-ndn-iP.cP. II II II Niece II II II Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE . . . ' I·• ·-- 11'"- :: ~ Will Administration ~ No. ······ P.ll THE Year ........... . .\lATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of ...... . County of Commonwealth of Pennsylvania REPORT AND APPRAISAL " -~ •"' ~., 't' . .·f -/ (Executor-Administrator must complete "As Reported" column #1.) C') .... 0 "' "' ..., II> X II> cr ~ trl "' 6l" ..... (l) -0 -0 -60 ..., "'t:: :::0 .... (l) (l) II> .... II> ::s "' -"' 0 ....... ::s "'t:: (l) II> .... .., -0 "' '0 w ?" "'t:: (l) .... .... .g ~ ~ ~ V'J V'J g. n ?" n ca > : : ;: --- -0 -0 -0 **-60-0-f:P.-0 .: o: V'J c: ~ ~ > :::0 >-<:. > "' :::0 (l)-'01-o-..., ..... ('1) c.. > :r. 0 ct..-.. 2"l'V ..,_ 3 :;· 0 ··t·l ; .. : . ... r,-1. ::' ·''· ,·: ... \~ . r. c.. ,· '\_·:~} «''---.••.· ......_, ___ _ '1 ,, ~-, .• . .-..\~. i> h .. ;-~CC-37 (12-63) COMMONWEALTH OF PENNSYYLANIA 't'RANSFER INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES State full names and addresses of all who ave ·an interest, vested, contingent or other wise in estate) Miss Mvrtle M. Da.vidson 204 Jefferson Avenue ' MiifvA.v. Pennsvlvania 11:\nhrl Willil'lm G. Da.vidAon 204 Jefferson Avenue Midwa:v. Pennsy-lvania 15060 Wilbert L DAvlnRnn 501 Harrison Avenue Greensbur~. PennsYlvania 15601 Mrs. Cora M. &lea • ( d~'~~Aa AAI\) c/o Mrs. Frank Weiss 11'3 Rrn~kton Ro,qd Steubenville. Ohio 43952 Mrs. Evelyn F. Brennen 525 Lakeview Road Ridlev Park Pennsvlvania 19078 Mr. Blair K. Va-rni ~K- 1135_ PrQ_Vidence Road Snr:inR'field n. r1vania 19061.. First Baptist Church Mid-w~, Pennavl vania Mr. Bernard S. Kim~. Treasurer Christian & Mi_saiQl'lB.rY Alliance 260 West l.1... th ~H--........ + New York. New York 10036 .. &3-? 1-· joj__3 . I SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or illegitimate children DECEDENT are involved, set STATE YES forth this fa~ OR ·No Sister Yes 'Q~ .... +l. ...... " ,. Brother " Sister " Niece " 'loT •• 1. n . DATE INTEREST OF OF BENEFICIARY IN ESTATE BIRTH 'RAnm:u:~t.. ioint1 V awned property & 1./8 residue 'C .... ··~-+ iointlv O'WTlAd property & 1)8 residue 118 residue & iointlv owned bonds Beauest & 1./8 residue navable to her estate Beauest & jointly owned bonds Bflauest & jointlY owned bonds 1/4 Residue -- 35% of 1./4 Residue Ueponent ~rther says that all the above-named beneficiaries are living at this time ex-cept below: NAME DATE OF DEATH RESIDENCE Mrs. Cora M. Boles --+----------~----~------------------------------------ .. ~1 h ··(jRCC-3,_. {],2-63) COMl\lON\\·EALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES State full names and addresses of all who ave an interest, vested, contingent or other· wise, in estate) Mrs. Carole C. Felton 202 S Dickgon Street Midwav Pennsvlvania \ Mrs. Wilda M. Weiss 11 '3 Brockton Road Steubenville~ Ohio 43952 Mrs Joan A. Davidson St~ll::trd 3144 1/2 0 Street. N.W. WRshinj:1'ton DC 20007 Terrence Felton 202 S. Dickson Street Midwav. Pennsvlvania 15060 Mi._5_a __ Cvn.thia A Felton 202 S. Dickson Street Midw~ Pennsvlvania 15060 Dwain Felton _;;mz_a.-.Di~ks.Qn Stre..et Midway~ Pennsylvania 15060 Mrs. K§.Y.: L. Mickelson 3744 N. 50th Street Milwaukee Wisconsin 5'3216 Eric A. Davidson 505 L..th Street McDonald, Penns:l[lvania 15057 • • .· SCHEDULE "D" BENEFICIARIES . RELATIONSHIP SURVIVED (If step·children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH Niece Yes Jointlv owned bonds ... " II " II " • " " " ( Grandnenhew " " " GrRndniece " " " Grandnephew " " " None " " " I Grandnephew II II " Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE . . ;_ .. . ' -- ~~ ·i .J/1 ... Will Administration t No. ~:'< THE Year ........... . .\lATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of. County of Commonwealth of Pennsylvania REPORT AND APPRAISAL '·---· ~:n-•:?" ... _l t}-(i ,. .., ,!' (Executor-Administrator II .> must complete "As Reported" column #1.) II ii 0 ..., '"t1 !:l:l .... .... (!) (!) 0 IU .... e. "' "' :s 0 "' "' ......., :s '"t1 ..., (!) e. .... .... 0 IU "' :>< '"t116 IU 0" .... .... ~ .g ~ !:%:1 (!) .... ..... "' '<: ..... IU ..... (!) en c: -~ ~ > !:l:l w Vl Vl >-<: n n ?"' ?"' ?"' q ~ > • ~-~ -<~) ~ ~ ~ -> "' !:l:l_ (!)~ 'g-.... .... (!) c.. ~ i ~ ~ -<~) ~ """' ~ -> :r. t:J 2-~11 .... _ •• .: ~-::s r. c.. II ~.: - . _...,__,.....,.l-_ _ _.,_ ·-"1. --~;-... ~ J7 ,? -·'I" ~ 1m~w,l!l~fliN~1!fll@lN~'l!.8~~~s(~~®§WJiiC!!Jill POST OFFICE BOX No. 837 PITTSBURGH, PA. 15230 Jo~ R. EcHEMENT VICE PRESIDENT Mr. Russell Marino Register of Wills of Washington County Court House Washington, Pennsylvania October 12, 1972 In re: Estate of Phoebe E. Dickerman, Deceased Dear Mr. Marino: Enclosed is a copy of the Estate Tax Closing Letter reflecting that the Federal Estate Tax Return was accepted as filed. JRE: jai Enclosure Estate Tax Very truly yours, J ... ' Address any reply to: P.O. Box 245, Cornwells Heights, Pa. 19020 @@~~!Ml®UilU ®{] @u@ 'iftr®~U'W Internal Revenue Service Center ~~@]c£~0&100~~@ ~®@~@(j\) Date: Sept. 'Z7, 1972 1> The Union Nat11. B}t. ot Pgh., Co-Exec. 'b3 ·11. J{)J...; p11r ,J/.~1'/. J P.o. Box 8.37 Pgh. 1 Pa. 152.30 Estate of: Phoebe E. Dickerman !Date of Death: September 29, 1971 ~SN: 712-16-5798 DLN: 2560619460018 !ESTATE TAX CLOSING LETTER (This Is not a bill for tax due) The computation at the bottom of this letter shows the Internal Revenue Service's determination of the Federal estate tax liability for the estate named above. You should keep a copy of this letter as a permanent record, since your attorney may need it to close the probate proceedings for the estate. It, together with proof of payment, is evidence that the Federal estate tax liability for the estate has been settled. '' ~our~.~·~ Director Gross estate tax. . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . $. _ ___.,1..,.8~, .... 34::x.6='L,;(J""rt.__ __ Less credits allowed: State death taxes. . . . . . . . . . . . . . $ 425, 52 Federal gift tax............... --=..O:w=---- Tax on prior transfers. . . . . . . . . ---"..0~------ Foreign death taxes............ ---"'..0"'-"= ... __ _ Total credits. . . . . . . . . . . . . . . . . • . . . . . . . . . . . . . .... . . . . . $. __ --"4=2=5-=-' .c.c52c=...-__ Net esta"te tax .................. , ........ ·. . . . . . . . . . $. _ __.1..~.?+14-921_ • ...,1...,5"---- 1 . $ -...0-Pena ties, if any.................................. ·-~--~~----- ; Form L-154 (Rev. 9-69) ·;-. . : . ~ . ' I :' ; } : ' ; I I J • . . ;t' ~ . ' ... ~ .. , . I: . 0· \ JAMES R. DONALDSON ATTORNEY AT LAW 614 WASHINGTON TRUST BUIL:OING WASHINGTON, PENNSYLVANIA IS301 TELEPHONE (412) 225-5920 October 16, 1972 Russell Marino, Agent Washington County Court House Washington, Pennsylvania 15301 IN RE: Phoebe E. Dickerman Estate No. 63-71-1023 Dear Mr. Marino: BURGETTSTOWN OFFICE MELLON NAT'L BAN~ AND TRUST BLDG. ~URGETTSTOWN, PENNSYLVANIA 15021 WED. AND FRI.AFIERNOONS Enclosed, herewith, is copy of the Estate Tax Closing Letter in the above estate, dated September 27, 1972, covering the Federal Estate Tax. yours, JRD:.ED Enc. J _,., .. Internal Revenue Service Center ~~@lo&nO&lou~~© ~®@a®ou Date: Sept, Z7 1 1972 The Union Nat11. Bk.·. of Pgh., Co-Exec. P.o. Box 837 Pgh. 1 Pa. 15230 Estate of: Phoebe E. Dickerman Date of Death: ·· September 29, 1971 ~SJ: 712-16-5798 DLN: .256o619460ol8 ESTATE· TAX CLOSING LEITER (This Is not a bill for tax due) The computation at the bottom of this letter shows the Internal Revenue Service's determination of the Federal estate tax liability for the estate named above. You should keep a copy of this letter as a permanent record, since your attorney may need it to close the probate proceedings for the estate. It, together with proof of'payment, is evidence that the Federal estate tax liability for the estate has been settled. Gross estate tax.: ................................. · S---Al~8~,~34~6~·~6~7 ____ __ Less credits allowed: State death taxes ........ ; ..... S 425;52 Federal gift tax .............. ~ --=..O:w.-=----- Tax ·on prior transfers......... ~-0~-~----- Fo reign death taxes . . . . . . . . . . . . -·-=-a::w.::-,__ ___ _ Total credits ....................................... , $. ___ .......;4=2=5::...::''""5=2'------ Net estate tax .......... ;.......................... $. ___ . _1..._7,..,9~21-.. • ..,1 ... 5'------ Panalties, if any ............. ~···················· S·---·=-0-=--------- Form L-154 (Rev. 9-69) t ~ 1 : ' ( I .. ' '· . ' ' .• . ' ' ' :·~.''.. ~ . ' l ··~"· ·.· ···' .. ·: ... '' . ... ·.· ;:, . • ... ·'· i ' I'·;. 1-•. . ': r' ....... ·. "' f· ! I·. f: ~: . ~· !· t ~- 1 l . l i ' . ·.·~~ ._,..!:"''~:_ ...... ,~ .... ----.. ,..-... -~ .• ··--~--.. ··~ .. ,.. . ; ·-·. --.,;··-·-·.. . . .. ~ .. ~: . t. .. .. ·:.l· · •. ' . . .... ·- ' --~ ... __ -... r' - --------------------- 'f . . , THE UNION NATIONAL BANK OF PITTSBURGH lww 28, 1972 Dilltriot. Dil'eOtor ot Icter.Dal R.weue fedmll otttca BrdJ4Sac 1000 Ll'btwt7 .... .u. P1t'-bur&b~ Plllllqly~ 1,222 · 1>ear sua We enoloae tU tollowf.Dc papera tor ~ S.tate of Phoebe 1. DtckeJUn, ~~ 1Da3a1 llloloiONI 1. lec!enllatate Tax Retum. 2. Check 1D the GOUilt ot tl.?,921.1' 1n tu11 pQIIIIJ'lt ot tM tax due • . . '· c.z.t1t1ect Cow ot the wm. 4. Xerox OOVT ot otftoial Iohet.tano• Tu: Receipt .t4coizla the pqunt ot tax to the ec.onv..lth ot Pamql'hn!a to wb- ataut1ate the allovance ot 1oM • Cndlt. Very t1'U17 J01U"a1 cot Hr. VUUaa G. Doi~ Hr. Wilbert L.-DaY14tlon .r-. R. Dcmaldtlon, l~~q. - Mr. •••ll Jfarirlo, Reetat-ot Will• latate fu -I/9'Zl.9 COPY "i ., :,. .~ Form t 70G l "'"'!-, . (Rev. July 1971) \,_ /} D~partmon: of the Trea~·ury Internal Revenue Service D ~ .. JJnited States E£tate Tax ~eturn ~ D Fll~ 'h..et/7'-1 3 · 1 I • I o ~ J ... • j Estate of citizen or resident of the United States IRs use only Date received Estate qf: I Date of de<lth ,__ ____ P.~_eba E. D.!:_ck~~~' flc.tC:E_~cod __________ l--~:-~".: ~--:: ::-?:?1 __ l~J. __ Address of decedent at time of death (Number and street, city, State, and ZIP code) • Decedent's social security number 712.-~ :-5793 Estate employer identification number Executors and administrators (including ancillary executors and administrators) 25-6!.3.:~96 Name Designation Add res s (Number and street, city, State, and ZIP code) ------------·-· ---·------.. ·-----------------dson d:;::;n nnl en Willls.'ll G. Do:vi Wilbert L. D:1vi -The-uilfO.~-fi~ti.o Bank ot ?ittst~ Co-Executor Co-B:tcc~-.1-t.or Co-..E..~cJ~ t.)r P.o. P.o. :Cn~ ... ~1"' P-~·:·L~'-.~·"-"'''· p.., 15230 -.144. -.;;11, _.,vt._....,~ ........ , u.• • £-q;_l))] 4 J~::-:. tt :·b~t~·-::.~ faLJ2.?;30 __ _ P.o. B~'Z $37, Pi "tt.::bn .. -~ ?a. 152.30 ····· ·----.. ~ '··· ... -...... -----Attorneys representing the estate Name Address (Number and street, city, State, and ZIP code) Telephone number 614 Uclon Tru5t frJ.ilding 'Wnch:tl:.gton, ?c!,Y1cylvnr.J.a 15301 Name and location of court where will probated or estate administered Rcgiater of' lJillo or \!ethi.ngton C<m.'1ty- If decedent died testate, check here~· and attach a copy of the will Computation of Tax If prior to filing this return any payments have been made or certain marketable tions For Computation of Tax on page 35. United States Treasury bonds redeemed, see lnstruc· Part I 1 Total gross estate (from Recapitulation, page 3) 2 Total allowable deductions (from Recapitulation, page 3) 3 Exemption 4 Total deductions plus exemption 5 Taxable estate (item 1 minus item 4) Part II 6 Gross estate tax (use Table A on page 35) 7 Credit for State death taxes (use Table Bon page 35) . . . . . . . . -~ .. ?:~~,..4~~~~--------· --~---··----~~~,~~-~2 .. 60,000.00 .. ~ .... 2~~~9.2!'.?.5. ...... · ... ._ .• , "'II' 67 $ .L·-'1 . .>·~·0• .............. 4-~5~"52······-- 8 Gross estate tax less credit for State death taxes (item 6 minus item 7). This is the net amount payable unless credit for Federal gift taxes, tax on prior transfers, or foreign death taxes is claimed in Part Ill $ 17 921.15 .................................. Part Ill 9 Credit for Federal gift taxes . 10 Credit for tax on prior transfers (from Schedule 0) . 11 Credit for foreign death taxes (from Schedule P) . 12 Total of credits under Part Ill (total of items 9, 10, and 11) 13 Net estate tax payable (item 8. minus item 12) . $ !Z~:=~ ··----·-----·tmia ........... . ------------j;;-----------------· L·Or!.O $ property of every kind left by the decedent, and that this return. including accompanying correct, and complete. If prepared by a person other than the execu or administrator, his ----------------------.... ----------------------------------------------------.. ---------.. -----------------------------.... ----------------.. -----------.. ? .. O. Dox SJ7, ?it-'.:.ljburih, Pe.~~ylvzmie. ::.5230 ·(si-inaiu.i!i ·al -P'riiP'-.irei · (f.icifv"iC!iiai · ;;;: iiimi ·c.iliei · iliiri · execuior: ·acimiiiisiraior: ·ai ·• iioiiicy-siiii inc· bCiowi--·----·· · 'ficiciiissi · · ·-· · · · · · · · · · · · · · · · · ·--.. ·--····---·foaii)--· ....... . Declaration By Attorney- ! declare that 1 am (the;onc of the) attorncy(s) listed above representing the ostato, and that I am currently qualified to practice in the Stato of ··········co~i~i········--- Form 706 (Rev. 7-71) Schad. ulo A B c o_-j I E j I F G H Real Estate: . Stocks and Bonds Mortgages; Notes~ and Cash Insurance on Decedent's Life Jointly Owned Property . '· Other Miscellaneous Property Transfers During Decedent's Life Powers of Appointmen~ Annuities .. _. Total gross e·state Schod- ulo . . · . ~ "~ . Recapitulation Gross estate Alternate Vllluo Valuo at date of death · . I:~na $ ________________ --------.. $-----------------------.. . . 7J,100ol9 2J,628 .. 1S ............................................................... -------------------.. -----.. -- . 1,032 .. 6o 4 ............... -------.............. ---................................... ----.... ---------.... .. -------------~--------------________ ?.~~-'?..~~-?.4 __ .- -----------------------------------__ }~-~~~~-?.~ -- ------------------------------------~-~~-~~~-~~-- i52 .. 58 $ Deductions Amount J 1 Funeral Expenses and Expenses Incurred in Administering Property Subject to $ U ... 9821)$0 Claims •••• :.:~_: _______ ,_: ___ _ K 2 Debts of Decedent :- K 3 Mortgages and Liens 4 Total of iterns 11 through 3 5 Allowable amount of deductions fro in item 4 (see note') L 6 Net Losses During Administration .. ) L 7 Expenses Incurred in Administering Property Not Subject to Claims 8 Total of item's 5 through 7 . M 9 Bequests, etc., to Surviving .Spouse $ ---~-------------------- 10 Adjusted gross estate (see note') . .... 11 Net amount deductible for bequests, etc., to surviving spouse (item 9 or one-half of item 10, which: -ever is smaller) . · . N 12 Charitable, Public, and Similar Gifts and Bequests s ·Total allowable deductions, except exemption (total of lines 8, 11, and 12) $ ' Note.-See paragraph 1 of the instructions for the Recapitulation on page 30 . . ' Note.-Enter at item 10 the excess o.f "Total gross estate" over item 8, if the decedent and his surviving spouse at no time held property as community property.• If property was ever held as community property, compute the "Adjusted gross estote" (item 1 0) in accordance with the instructions for the Recapitulation and attach an additional sheet showing such computation. Page 3 · I I I l j· I I ] I I l 1 _r, . 'r Form 706 (Rev. 7-7i) Estate of: General Information 1 State in which decedent was domiciled at time of death _____ ?_c_~nylvrmia I 2 Year domicile established in this State JB9S 3 Place of death, if different than decedent's address (e.g. name of hospital) Hnshin.:::;ton. Ho:Jpit.sl, Hflshin.ston, Pe.m:wy1vm-da. -----4 Cause of deq_th Nyocard.ial infarction 6 Decedent's physicians Name Bonlt:J.rd B3r;:.mn, H. D,. Je.~es Hughey, H. D. 7 Date and place of birth I 5 Length of last illness Three d?c ... Y''-"S"'---- Address (Number and street, city, State. and ZIP code) WaoM.ng-~on Trust Building, Ho.ahington, Pa.l5.301 HcDonald, Pa:;msylv~...nia ______ .F--"o-"b-=l'".::.u~ 11.,_1W Hic:..ray tt Penncylv~url,~a.,___· ___________ _ 8 Decedent's business or occupation. If retired, check here t!!l. and state decedent's former business or occupation Ro.ilroad Clo:d.c ---------·~~------------------------------------9 Marital status of decedent at time of death 0 Married-Date of marriage to surviving spouse -Domicile at time of marriage Widow or widower-Name and date of death of deceased spouse '1' Harch 5, 19.56 -· 0 Single 0 Legally separated-Name of legally separated spouse 0 Divorced-Date divorce decree became final 10 Individuals who receive benefits from the estate (do not include charitable beneficiaries shown in Schedule N or any heir receiving less than $1,000) Name.-Enter the name of each individ•,al who receives benefits from the estate directly as an heir, next·ot·kin, devisee or legatee or indirectly (for example, as beneficiary of a trust, annuity or in· surance policy, shareholder of a corporation or partner of a partner- ship which is an heir, etc.). Social Security Number.-lf the individual has 'not been locat~d or has no social security number, etc., enter such explanation. Age.-On the date of the decedent's death. Relationship.-lnclude relationships by blood, marriage, or adoption or indicate NONE Amount.-Value all interests on the date of death or the alternate valuation date, whichever is used for estate tax purpos.::s. The interest of each beneficiary should be valued in the same manner as it would be valued for estate or gift tax purposes. Where precise values cannot readily be determined (certain future interests, for example), a ;easonable approximation should be entered. The sum of the values of the interests of all unborn or othe:wise unascer- tainable beneficiaries should be shown on the last line (a!l un- ascertainable beneficiaries). Values should be stated without re- duction for any estate or inheritance taxes. Name Social security number Age Relationship to decedent Amount Surviving spouse X X X X X X X Soe attached ll:Jt Others ~ ' All unascertainable beneficiaries . .I Alternate Valuation (These instructicns_app~~-if_a.':~r~ate va~_at_io_n_i_s_e_l_ec_~~-· F_o_r_fu_rt_h_:~~nf~-~~~~~ .~~ ~h~:_subj_e~t. see the instructions.) __________ _ 11 An election to have the gross estate of the decedent valued as of the alternate date or dates is made by entering a checkmark in the box set forth below. · 0 The executor elects to have the gross estate of this decedent valued in accordance with values as of a date or dates subsequent to the decedent's death as authorized by section 2032 of the Code. Page 5 .$ ~ f ' ~ ,, N:,s,;tn~ . $c~it5.l_Sw.,._ l.Jq, R~lrtionrP1.R ii'J'.Q-Im<f. l'dsa ·Myrtle Mo Davidson 168-0~3'73 Sister Baquoet ll.l~d 1/8 residue l-1r~o Cora Boles 297-.30=8463 Sist~l'" Baquost and 1/8 rec&due Davidson 162.,.14-7821 .. vliillru:n Go Brother Bequest and '• '·' r .. 1/8 residue Wilbert L., David.oon lM=OJ-..97.34 B:rothClr · 1/8 reBidue · : !-irs., E'uelyn Fo Brennan 186=-12...6278 Niece Boqu.oot Blair Ko · ~Jernick 164-10=7683 Neph~,s Bequest ... . . ~ / 'r Form 706 (Rev. 7-71) ·Estate of: SCHEDUlE A-Rea! Estate (For jointly owned property which must be disclosed on Schedule E, see Instructions for Schedule E.) r lt~m number 1 Description TOTAL (Also enter under the Recapitulation, page 3.) . Alternate val- uation date . (If moro space is ncedod. insert additional sheets of same size) Alternate valuo Value at dato of death $ $ $ 1$ Paso 7 ., ; ( 'r Form 706 (Rev. 7-71) --------------------------·---·---··---.. ·· Estate of: Phoooo E .. .Dic.kom:m., Doccn.c0d ·---------·---·----SCHEDULE B-Stocks and Bonds (For jointly owned property which must be disclosed on Schedule E, see Instructions for Schedule E .. ) -n~-~-~e-r _..:._ __ Description (including taco ~mount of bonds or number of shares) Par Unit valuo I ~~~~~~~~.~~--------~·t::~;::l-uo ___ V_olu_o __ •t-d-ate_o_f -de-ath-· ---------------------~----1----1-·----"-' -------------------·----- 1 1 l2 ooo.rco bt:e:d.c.m Rcn;:e· Productn .J ,4 ·5 ·6 .7 -s -9 ·10 11 Corpo:i.."'.!ticn (riTSE) ~~2. CO C~::rv. Proro:rrorl @ 120 7/16 Dividend c£ record 9/U/71 l3S cha:rcz B-illccJc Fund, Ui..r::it~tl C~pital ® 16.4S (LSK) (Unlietadi) .32 shar.;).:J Central and Sout.h. H'czt Corporation (!ITSE) Co.!'lron (l 42 3/4 6 ahnron Tho C"unze i·1snhs.tts.n Corportition (NYSE) Capital @ 51 1/16 11058 shareo Cv!w.!OU"I.-rclth Edi~on Co:mpf'4V Cc . .'~r:;on G 35 1/4 ( I~YSE) Dividend ex-dt~.te 9/16/71 500 right$ reeeivc-d a3 stock- holder of record 2/1/72 110 shur~n Duque:mo Light Conpaey CQ:;;,!on G 22 3/8 (lJYSB) Divles!ld of record 9/3/71 42 sh~eg C-cne.ral Hotors Co:t">;or.ntioh CoJY...":l':>!l 0 89 9/16 (!f.:lSE} [ 12.·r::hn.l"~;J f~~iltuc1:y Util.ities Co::xp · ·v 4 3/!;.% Prcforrcd ~J 66 1/2 · (Dnlioted) . · 20 sh~..:..·cs 1-fu.d.i::on Fw:I.C, Inc. Co::::::m. 0 15 l/16 (hY:B) 429 t!}~ro:-; 11m:thel'l1 Illinois Gas Co~br::ny Cm:::-:oi2 0 27 11/16 (NYSE) l Divi~cnd ex-dAte 9/16/71 35 ~·...,"rc:! Horthern !ll.inoiD Gas Co ... , uny vl.<-;0 Co1::vo Preferred El 29 l/2 {J:lU.!:<ted) . Div~cond cx-tbte 9/16/71 (Cont:U:..ted on. :next p!=!!ge) TOTAL (Also enter under the Recapitulation, page 3.)' (If more space 1S needed, 1nsert additional sheets of same s1ze) $ $ $ 37,294.50 581.90 79S .. oo .:301.25 11~!37'7e94 190 .. 91 1»0:32 .. :)1) 16.63 73 ";·.•.,.-., ~ .. ;:r $ , ... _ ...... ..!.~ Page 9 l l 1 I I l l I j j I j ., r I l ______ / .... . , Form 706 (Rev. 7..:71) Estate of: Phoebe E. Dicke.rman, DecGasod Pc.go 2 of Schedule B Continuation of Schedule .:~ ........ (Tilis sheet may be used <lS a continuation of any cchedule) Item N"umbcr Description Alternate Valuation Date Alternate Valuo Valuo at date of death ----·-------~--·----------------,-, -----_$ _____ $ ___ _ 12 7 shtiros Reynolds 1'-!etals Co~m~..ny . 4 1/2% Second Preferred ri 64 1/4 (NYSE) · · es slwros H'ellinP"t.on Fund <.,) C0:1'T..on (Unlif:;ted) @ 12 .. 46 (ASK) Hot, imreatment :i.ncoma diotl'5.bution dt~:tod 9/30/71 rceeived as stockhold&r of record . fJ/30/71 10 shares Hestiughouse Electric Corporation . Cots'!l.on @ 94 15/16 (NYSE) 10 shores received as stockholder of record 11/29/71 15 $ 100 f .. v.;_ ·u .. s .. Savings Bond Series 11E11 dated 8/1/49 du.a_ 8/1/59 . 17 $1,000 l .. Vo Un:ttod St-ates Savings Bond Series UE11 dated 7/1/69 due 5/1/75 · .$ 500 f. v .. Uriited States Savings Bond Seriea· ~:t-rn dated 11/1/5.3 due 7/1/63 lS $ · ... 100 f.. v.. United States Savings Uote · dated 7/1/69 dtae 1/1/74 & 813 .. 12 19 $1,000 p .. Vo Unit~d States 7% Trea~~ury Note Series 0 Dn 1975 dated S/15/71 due ll/15/75 © 104 Interest S/15/71 to 9/29/71 . 20 ~~1,000 p .. v .. Unit-ed ~c:.a-tes 5 3/l.,~ Tr\?asur-y Notes S$r:les r: A1' 1975 de:tied 2/15/68 duo 2/15/'75 6 99 25/32 In'tert::ct 8/15/71 to 9/29/71 21 @1, 500 p.. ·v o . Ch.:riztian and Hissionary .Allienca I Po':l!ldat-ion, Inc.. . !:'irct X.!o:;. ... tgnge Sin...'ldng Fund Debenture 7% dated 3/15/67 due 9/15/72 @ 100 ·tnterest 3/15/71 ·to 9/15/71 Intoros'i:. 9/15/71 to 9/29/71 ' ' 449.75 949.38 163 .. 28 816. 00 500. 00 88., 12 19040 .. 00 8 • 56 997 .. 31 ? .. OJ 1,500 .. 00 52 .. 50 4..,m3 .II I ----~--------------------------------------------~--------l--------1-------- TOTAL (Carry the total from this page to the appropriate schedule) $ - l ;s ' '· I Form 706 {Rev. 7-Zll Estate of: . Phod>3 Eo Dickerr:'!m.., Deconlz~d Pag~ 3 ot Schedul~ D Continuation of Schedule .... ? ...... (This sheet may be used as a continuation of any cchedule) Description Item .,. . Number ---- . 22 1 €~1j)000 p .. v .. Christian end !4insionm.--y !Ullance Foundation, L~c .. '23 Firat Hortgsg~ Sinldng l"Ul!d Daba··rtuxe 7%. do.ted 3/15/6'7 dn.e 3/15/75 et 93 1/2 I:c.toroat J/15/71 to 9/15/71. Interest 9/15/71 to 9/29/71 $1,000 p .. v .. Hinchegrter North, Inc .. . 8.,.t_;fo Convortible Subordinc.tcd Dobanture da:ted 12/17/69 ·duo 12/1/94 ® 100 Interest 9/1/71 to 9/29/71 i Alternate Valuation Dale \ . . r', ~ Alternate Value at Value date of death $ $ 985 .. 00 35. co 2 .. 72 . 1,ooo .. 00 6 .. 'n I ---~~-----------------------------------------------~-----------------'--------- TOTAL (Carry tile total from this page to the appropriate schedule) . . . . . . I$ 1 $ 731)180.19 ... , (, ' Form 706 (RtlV. 7-71) I . ! Schedule C-Mortgages, Notes, and Cash r 1 (For jointly owned property which must be disclosed on Schedule E, see Instructions for Schedule E.) Item number Description \ Alternate val- uation dato Alternate valuo Value at date of death --------'-------------------------------------- 1 ;'ir~rt Fcde:ra.1 .sa,r....ngs. and Loen .i'.ssoci.at.ion 2 3 4 5 6 7 g 9 10 ll pi' Pitt~bru·r:~ S&vings sccourit #041123992 ·fellm-a I~a"!iion.a...l Bru.u~, H .. <lin Oi'f'ice Stlvings SCCOl!.Ut if4J4$6 Special Pnsobook nccount #001 500507. . )itt~hursh lkH.iC Snvlnfr~ f"' •. nd Loo.n .i\sooclation I · S .. '\'ving~ ~'l.ccount fiJ976l !0ittaburgh Nntional n~nk9 J!cDomud Office Savings e.ccount §81-19904?...1 I'h\:! Union. Na.ticncl Bo'rlk o! Pittsbtu"gh, 14cnonald Of'f'i( e . Savings ~ccount ii7'30134764 ' · · Slue Crosn o£ ChieagiJ:> Illinois Refund of unearned p?eminm Pash found in safe deposit box a41state i~1to~robile !ncur~~ce Refund of u..'lused prerl.tllil }2.\)000 t. -rr ~ Dollar &.>:vings BnT<.k, Oliver Building Oi'riee Deferred Incona Certificate of T;eTJOsit dated 7/30/70 due 7/30/7. 2 r;J 1DO .... · · Acc~~ed interest to 9/29/71 ~l~OCO f. Vo r~~:nou Na.tioncl Bsr.Jt e:ad. i'r<1.8t Compruv ¥...;.,1.?;:; Oifiea I 5i;·· St1tr1r.:r;s Certificate duted 12/16/70 due l2/J.6/71 ~:; 10{) l. l1cCl~teti intersst 6/J0/71 to. 9/2.9/71 r'hs E:u:z' z Co1J cee:> Inee Jl..Jmui.ty rnld D..:;nd Contract , .:~u21 e.mtrl:t;y intereot paid to 9/3/71 1.) L~k~B !~,--vt:tule·.!J.n.e L~surancs ~n::my r E~flmd <>f ime=ad pram!."" on policy 6920!.479ll Lntn~n~l R07~uc Sortr!ca I Hcf~w"1d -1971 Indivi&ml Income Tax I TOTAL (Also enter under the Recapitulation, page 3.) ·(If more space is needed, insert additional sheets of same size) $ $ I $ 2J;B22o65. 6,065.26 1,159.9.3 6,.5:31.72 300.00 76.L.)J l,OOOoOO 12./;'1 Page 11 j 1 l 'i j 1 I l I 1 I j ' '1 i l l ', I l I ! ~ l l I t l ..] ) ·' i i; Form 706 (Rev. 7-71) . Estate of: ,. SCHEDULE D-lnsurance on Decedent's life Was ttiere any insurance on the decedent's life which is not included in the return as a part of the gross estate? . If "Yes " full details must be submitted under this schedule ' Item Dcsc;iption Altornato val· Altornato value number uation dato -- 1 1'-iat.ional L.i.fe L"l£r.lra.nae Company $ Policy t~555357 Bensfieiruzy -1-tTtle u .. Davidson, sister ·; • r "\ . .. ~:\ .. . '•, " .. TOTAL (Also enter under the .Recapitulation, page 3.) .. $ .. (If more space IS needed, 1nscrt add1t1onal sheets of same s1ze) 1 ,, . 0 Yes 0 No Valuo at date of doath $ 1,0.32.6o $ 1 >'V:"? &J ,....,_.,,_0 Page 13 I I I j ' l I I j. l 'I I j I I I ·j I ! l l ! .! .! ·~ ( J .... ·} / 1 rl . I \ : .• " ' Fo~m 706 (Rov. 7-71) l Estate of: Phoebe E. Dickar.:mn, DocCS.!30d SCHEDUlE E-Jointly . Owned Property l Did the decedent, at the time of his death, own any property as a joint tenant or as a tenant by the entirety, with ··' I right of survivorship? . . . . . . ., . . . . . . 1KJ Yes 0 No· If "Yes," state the name and address of each surviving co-tenant. ~~~~~~~~~~~~~~~~~~~------~-------------------------, Name Address (Number and street. city, State, and ZIP code) -2 .If the answer to question 1 is "Yes," has the full value of the property been included in the gross estate? If "No," see the instructions for this schedule and submit the necessary proof. Item number Description ----------------------------------------------- 1 Property sit.ua·te 206 J offer .son Str.::;ct,' ?'Iidtr~, PennS"JlV.?.I&, lJashington Cotmty, eon.sist.il!f.~ of a lot 50' x 1201 i~rovod. u.tth a one stor.r brick ,dt~Tell.ing ~d th e ona car integral ge.rageo !1ppraised valu.e.tion Dollar .. Sn.vi.~rJ.gs Bank . Sa.vi.'<'l[re account f1620479 Alternate vai- Jation dato The Uniorl !~ational Bank of Pittsbargh, 11cDonald 0££~ ce · · Savings account 373...0130432 4 5 6 7 8 600 she.re~ Co!ZlemrcoJ:th Edison·Co~any Co:-~on 0 .35 1/4 (HYSE) ···,, Div1del1d of' :r~o:rd 9/22/71 · ·· .. 100 sharco ?biladolpltiu Electric Comp~ Gom::~:)n Cl 20 ll/16 (NYSB) Divide~ of record 8/31/71 100 rights received of record 9/16/71 $100 f .. v .. U. S .. $aviit<?S Bonds Se1"ies £~Er! dated 2/1/47 fr1e~2/~57 . $4, 500 f.. v.. u.. So So,-;Jings Bonds Ssries 11:H'~ variou~ maturities I n.m~s 1 through 7 jo!ri•c 'td th HilliD.!ll G. David~.n, brother .. ~· .... .211 shares Cor.rcno:o·H·ealth ECI.ison Coin?an;r Gc:.:!!!O.!l G 35 1/4 . (liTSE) . ' Di:rrlrle:nd or rocord 9/22/?1 -(Gontinu~d on ~ezt pago) TOTAL (Also enter under the Recapitulation, page 3.) ·r:: ---· --· (If moro space ·is needed, insert additional sheets of samo soze) Alternate value $ $ tiJ Yes 0 No Value at date of death $ 21,150.,00 330 .. 00 2,06S.75 4lo00 3 .. 13 170 .. 28 4,500.00 Page 15 ,, i ,• \, Form 706 (Rev. 7-7!) ' ,, Estate of: Phoabo E.. Dickerr~nn, Decos.aed Pa~c 2 of Sch~dt~U~oL·~E~· -------------------------- Continuation of Schedule ... ~ ....... (This sheet may be used as a continuation of any sr;hedule) IWm Number . 9 $ · Description 50 r. v .. .u .. s .. Tl"easury Bond Sorios !!BU de.ted 1/!/49 due l/J/59 10 $1,500 f .. v. U. s. Troosm.'";9' Bond Series 11li11 dated l/1/60 due l/1/70 ll $ ;300 p .. Vo Hinona Lake Christian AssEt!J.bly, Inc. Fifte~~ Ye~r 5% Dobnnture Bond · dr2tsd 11/1/56 due ll/1/71 ® 99 ... 82 $.)00 o~ v .. n'..s.tured , Accru0d i!ltorost to '9/29/71 Itgms 89 9, 10 ood 11 na"G.e of decedent or Hyrtl"SJ DarldE:on 13 ~ 225 fc v .. U., So Sevlngs &nds Series 11Ef1 . V moue l!l!l turi tiE:S .. \. !4. $ . 500 t .. v .. u .. s .. Snvings Bonds Serisa !'fil1 \ &ted 4/1/60 due 4/1/70 . ' \ !tcics lJ and 14 name of dooed~nt. or t'lrao &>elyn Br:ann£!ll 15 $ 600 t. w .. Uo S .. St.tvings Bonda Series nEn Various r1aturitles 16 ~-i.) 100 f.. Vo U., S. Savings Hoto d~rted 8/J./69. duo 2/1/74 '' I-tems 15 and 16 rmme of' decedent or Blair Ko Wm"llick 17 ~i,OOO f. v., U., S .. SD.v.inga Bonds &l"ieD tlgtJ V nr.:!ou~ :mti. t1ll"'i ties name of doce&:lnt or P~bert L.. Davidson, lS $1,000 fo Vo U., S. Savings Bonds &rieo aga Various !:'l.aturlties !"J.~r.~e of cecechmt or Gary ~~.. Davidson (Continued on next page) 0 Alternate Valuation Dato $ TOTAL (Carry the total from this page to the appropriate schedule) $ Alter nato Valuo ,, $ $ Valuo ot dato of death 79.78 .. 204..02 500.00 1198o20 ~ . I l j I I ' 1 I II l l ! . ·] Form 706 (Rev. 7-71) Estate of: l,c.go J of Schodttlc. E Continuation of .Schedule .. ~--· .... (This sheet may be used as a continuation of any ~chedule) Number Description Item I ---------~---------------------------------------19 :j 25 r. v .. u .. So Ss:tr.ln~s Bond Series ·HEU · datod 2/l/53 due 10/1/62 · 20 ~1,000 f .. "tr~ U., s .. Savings Bond Ssrl~s rsH1t dated 1/1/60, 9/l/6lp due 1/1/70~ 9/1/71 21 $ I·tGma 19 and 20 zmmo· of d~eedent or llfrs o Edna Ma Ado.."'"ls I l25 f .. v .. U .. S., Tl'"Qamll'y-Bo!l..da Series *'EH Various maturitioG UU.'lle of decedent or Hirl.ml1 J.. :Davidson 22 $ . 200 f .. v. U .. s. Treasu.ey Bonds Series !lEu &ted 6/1/61..-. due 3/1/72 na..'!le of ckicod&nt or Hiss CarX'iG Rohde 23 $ 100 t. ''Vo U., s .. Trea&"Ul'Y Bond Saries 0En .. Cl:ltod 11/1/64 &10 8/1/72 na.u.e of decadent or Tarrance Felton 24 $ ·100 f., w .. u. S., T2:easury .Bond Series D];tr w:kd 11/1/64 duel 8/1/72 -nar.1e of dscedent or Hies Cynthia A.. Felton 25 $ 100 r~ v .. u .. s .. b.ast:~.ry Bond Series U£il d'ltsd ll/1/64 due 8/1/72 DO!'il:S· of oo:cedela''-Ol'" :0-wain Felton .. ,, ' . . ~ ... 26 $ 100 f'<> v .. Ue So ~S!lSU!"'Y Bond Ser:lea n:gli_ · tw.tcd ll/l/65 6e 8/1/73 . ~ 'f'W9 of dec~dsn·t or 1-G.so Key L.. Hickel£on .t . .J . Z7 $ 200 fo v .. U., S., Tr.at:tmlL"j'" Bonds S~rle::l u-go ·v s.rious E.et'I.U"'l 'tics .nn-:,19 of decedent or Erie A. Devidson 28 ($ 500 f~ v .. U., s. Tre~::mr-.r Bond Serlea ugn · d:ltod 11/1/67 due ll/1/74 · 29 $· 500 f., "11 .. u .. s. Trenr.ru.cy Bond Series r•w dated 6/l/6~ due 6/1/71 It-e!.!g 28 end 29 ll.&.l!!a of decedent o!' z-rrs. L:lndu H .. Lm?i~ . Alternate Valuation Dato $ TOTAL (Carry the total from this page to the appropriate schedule) $ ' Alter nato Valuo at Valuo dato ol death [, $· 35. 42 19000 .. 00 . 121.42 i I 96 .. 84, 500o00 $ .. I ! Form 706 (Rev. 7-71) Estate of: Phoebe E., Dicker-.M..'l, DecDased Pne~ 4 of" Schadule E ~C~o~nt~in~u~a~ti~o~n~o~f~Sc~t~Je~d~u~le~·~·~~~·~ .. ~ .. ~ .. ~(T~h~is~s~he=e~tm~ay~b=e~u~se=d~a~s~a~co~n~ti~nu~a~ti~on~o~f~a~ny~~~c~he~d~u~le~)----~--------~--------- Number Description ~--s-~oo-r:v~ .. s .. 'l'reC.su:cy Bona~rl.es 11E11 \ dated 12/1/67 due 12/1/74 ll.Cl'.:lo of docedant. or Hrs.. Harjorle 1Jucheticb. Jl $ 100 fo v. u .. SQ Troasu1~ Bond Se~lea n~J dated ll/~6S'dua 11/~75 .32 $ nene or decedc;nt or F·:frs.Julia Pettis 50· f., v., U. s ... Traasl.l17 Bond &riea "E11 ·aeted ~/1/69 due 1/1/76 )) $ ' 50 fo v .. U., S., Suving3 Note dated 1/1/69 due 7/1/'73 Ita'nc .32 and J3 nama of' de-cedent or 1'11:-s., Elaine Buzas · 500 .to U C m · '!:'L • ._d t'""'""ie n~tt . ..!.o V" o •Jo J.TeaS"-127 :.;.().2 .;-a._ 6 ··-"" · dated 8/1/69 due 6/1/75 :J5 $ 500 f .. Vo Uo 3 .. Trens.11.cy Bona Series 1~HH dated 7/1/60 due 7/1/70 Ite!l:!s .34 and 35 llatJ.l3 o.f· decedent or £,fis:3 J"oyce E .. Davidson Allcrnalo Valuallon Dalo J6 ~;131 000 £. v .. U .. So Trenaury Bond SQries 11R0 ~ Various matu_~ties ru-,me ot decedent or Mrs.. Sandra A.. Fredrick 37 $ 500 f .. Vo U .. S .. Trsasw::Y Bond Series nnu · dated 7/l/&J due 7/2/70 n~a o£ decede.""l.·c · Ol .. Lyle 'Wm:"%lick --jS $ 100 f .. v., U .. s .. &tvings Hote · · dated 11/1/68 due 5/1/73 nr-u;:e of decedent or !Uos Lynne Uarniclc .39 $1,000 f. v .. ti,. S .. Settings Bonda Series fl}.P~ vai~ious m~turities ll-!l.~e of decedelrt or !4rso Wande. Bet S!llen z-., . ------ j.JY $1~000 f. tr a U.. So Sevings Bonds Sei•ies !l!f' Various maturities ne.,.,."" of decerlont or HI"a. Cnrole c. Felton ·I. TOTAL (Carry the total from this page to the appropriate schedule) $ Allcrnalo Valuo r I $ $ Value ot dale of dcalh e6.oo I I I -1 45.12 '-·_ J 500.00 500 .. 00 l 11ooo.oo I I I ' I ,• .. ' Form 706 (Rev. 7-71). ... , .. Estate of: Pt.vetba !:!., Dl c!~"'m~'ectOalY?d PrgG-5-of_Schodul.o-E----------- . Continuation of Schedule· .:.E ...... (This slleet may be used as a continuation of any schedule) I! em Number Description 41 ~ .500 f .. 7., U. s .. Savings Bond Series ulirt · dated 10/1/60 due 10/1/70 l'Wm.e o£ dsccdent Ol"' Nrs., Wilda 1~1E> Heiss · 42 $ 500 f. v ... U., s .. Savings Bond Ssrleo ~~n~ dated 4/1/61 due 4/1/71 :na.Jae o£ dec<::®!l·f# or HiSB Joan A. Ds.vidao:n 43 $ 500 f.. v.. u.. s., s~vings Bond .Benes nB'1 <ki:t~d 1/1/62 due l/1/72 name of decedent or t1llbert L.. De.vidson 44 $ 100 r.. v ~ u.. s.. &vil1gs Not0 &.ted ll/1/68 due 5/1/73 name of decede."'lt or Dale Harniek Alternate Valuation Date \ .. $ I TOTAL (Carry the total from this page to the appropriate schedule) $ Alternate Value at Value date of death $ 500.0 0 500.00 - I I i I I II l I l I I l ! I I ' j I I I ·I ! ·l l I l Form 706 (Rev. 7-71) Estate of: Phoebe E. Dickerman, Deceased SCHEDULE F-Other Miscellaneous Property (for jointly owned property which must be disclosed on Schedule E, see Instructions for Schedule E.) Yes No ' 1 Did the decedent, at the time of his death, own any interest in a copartnership or unincorporated business? If "Yes," state business name and address. X ----------------------------------------------------------------------------------------------2 Did the decedent, at the time of his death, own any articles or collections having either artistic or intrinsic value, such as jewelry, furs, paintings, antiques, rare books, coins or stamps? • • If "Yes," full details must be !fubmitted under this schedule. X -------------------------------------------------------------------------~-------------------3 Was thP.re any insurance which the decedent owned on the life of another which is not included in the return as a part of the gross estate? • • I If "Yes," full details must be submitted under this schedule. X ----------------------------------------------------------------------------------------------4 Has the decedent's estate, his spouse, or any other person, received (or will receive) any bonus or award as a result of the decedent's employment or his death? • · • J xi If "Yes," full details must be submitted under this schedule. --~~2_~~~~~~~~~~~~~~~~~~--------------------------------------------------5 Did the decedent at the time of his death have a safe deposit box? • , If "Yes," state location, and if held in joint names of himself and another, state name and relationship of joint deposlter. X The Union National Bank of Pittsburgh, McDonald Office • J "' Box 2509 William G. Davidson, brother '·' If any of the contents of the safe deposit box are omitted from the schedules in this return, explain fully why omitted. Moody Bible Institute of Chicago Annuity Agreements #12712 and 14205 as well as Oriental Missionary Society Annuities #690 and #780 terminate at death. 6 Did the decedent, at the time of his death, own any other miscellaneous property not reportable under any other schedule? • It am number Description I YIIUI II dolo of dNih 1 ~l--------------~---------------------------------------1-----------l----------l-------------$ 1 $ 2,875o00 1 2 1971 Chrysler Sedan one lot miscell~eous household goods Above values previous~ submitted to Internal Revenue Service and released. TOTAL (Also enter under the Recapitulation, page 3.) • • • $ (If more space Is needed, Insert additional sheets of same size) 956.50 $ 3,831.50 ..... 17 .,_ Form 705 (Rav. 7-71) Estate of: PhocbG E.,· Dicl:crrirlll, D~-.:.ctw.~cd SCHEDUlE G T f D d D ,, -rans ers urmg ece ems 1 e Yes No --1 Did the decedent make any transfer described in the first paragraph (including the six subparagraphs) of the instructions for this schedule?· . . . See. It~il 2 halou . . . . . . . . . . . \ . . · · . · · · · · · X ----2a Did the decedent, at any time, make a transfer (other than an outright transfer not in trust) of an amount of $5,000 or more without an adequate and full consideration in money or money's worth, but not believed to be includible in the gross estate as indicated in the first paragraph (including the six subparagraphs) of the instructions for this schedule? X If "Yes," furnish the following information: 2b Date I 2c Amount or value I 2d Character of transfer ~ I I 3a Did the decedent, within 3 years immediately preceding his death, make any transfer of his property without an adequate and full consideration in money or money's worth? . X if "Yes," and the transfer was of an amount of $1,000 or more, furnish the following information: 3b Date I 3c Amount or value I 3d Character of transfer I ~ 3e Motive which actuated decedent in making the transfer I I 3f Name and address of hospitals in which decedent was confined within 3 years of his death ~ I 4 Were there in existence at the time of the decedent's death any trusts created by him during his lifetime? X ----Sa Have Federal gift tax returns ever been filed? If '~Yes," furnish the following information: X 5b Period(s) covered I 5c Internal Revenue office(s) where filed II Item Ocscri ption Alternate val·. Alternate value Value at date of death number uation date --~100 £ .. v. U., S., Troosurv Bond Series 1 ll£1! $ $ da~a. 2/1/61 dul3 1J/1/6S . 112 .. $2 P.O .. D .. ~" .~.u:-s. Edna Heiff 2 Dacedont ;~de ?-gH'·~ of the followi11g bonrl t.o h.Gr sister, H.t•so Coro. It. Bole~, on 4/1/68~ ~d:lih the und-Pl'-,, stsnding th.st she wculcl con:t.:tnue receiving "tho inte ~->est i'l"''Ol sa."'"!l0 dur"£ng her J i ?et:L"'la. ~~5,000 p .. '1., Plt!!l "Bt.>rongh School Dis'GTic·i:.. ~1uthori:ty 5 .. 1J)% Sc,hool ~:d.lding Revenue Bond Series of 1968 &·ted 4/l/68 d'"J.e L./1/83 @ 99 ul6o . . 4~953 .. 13 I..11terost 4/1/71 ·to 9 2.9/71 · lJ.3e.50 3 Dcc~d~~i r~de e gift of 16 shares RCA Coxpor~ticu, · ~o!!S'l~ ~-~ockp on 5/26/71, to tiilli.ren. G.. I:'avideon, ne:r orctJ~s:.e .. r1on-taxable 4 Dcced~!l.t r:m.c1e a gift of 25 shar~a Hichigml Ges, ' . . em~on otccl;:9 on. 5/lS/'llp -Go William a. Davidt:on,. hel" b::othoz•o !Jon-taxable . ( eon·t.inusd O!l next page) TOTAL (Also enter under the Recapitulation, page -3.) $ $ 5,199 .. 15 (If more. space is needed,. insert additional sheets of same size) Page 19 I I I I "1 I. I I i I l I l ! I l· i· ---------------------------------------r ~-··- Form 706 (Rev. 7-71) ,/ I I Estate of: Pago 2 o£ Schc<"t..lle G Continuation of Schedule G --·········· (This sheet may be used as a continuation of any schedule) Item I Alternate Number Description Valuation Date 5 Decedent i'!!tide n gift of 20 ehn.res Kentucky Utilitieh COrrJ:On stock, on ? /11c/71 1 to He..1"Ve;y :i3Dll::O!-..", ne-phew of decec1ent1 1S deceased 4usband.. T'ae above smr~ll gifts by tho decedant ucre !lmde to h91!:> tho done as financinlly o.nd. also ::1,1l eppl'eaia:tion for the tttmy ldndn~oses shctm to her ·ty t.ho do:neeso : . --- .. ; ' ' '• .. -· I - ,• .[ ;· I ' ~· l ••• r'J -...._ I .IJ! --, ~. -\'•I/' '. \ -.. ~ •, -f -\ .... ____ .... ·· ,. ···--.·::..::.:: .... \' -..... . '· .\ ., .......... ,.J.~'!'."''" \_ ' . -· ' --'r-· ' '· I TOTAL (Carry the total from this page to the appropriate schedule) Alternate Value $ I < $ • I I Value at date of death $ !Jon-tcxnb le I~ .I ' I I I I I I 1$ 5,199.15 I l I _,! ,, I T I I I I i I ·I ' I ' I I i ! ., I I ·I i I! I --------·---~-.------------------------- ·t Form 706 (Rev. 7-71) Estate of: Phoebe E. Dickerman, Deceased -owers 0 ppom men Yes I No 1a· Did the decedent, at the time of death, possess a general power of appointment created after October 21, 19427 _ _L SCHEDULE H P f A . t t 1b On or before such date? ' _x__ --2a Did the decedent, at any time, by will or otherwise, exercise or release (to any extent) a general power of appointment created after October 21, 19427 . L --2b On or be:ore such date? L 3 Were there in existence at the time of the decedent's death any trusts not created by him under which he possessed any r- !:!ower, beneficial interest, or trusteeshiE!7 . . . . . X Item Deacrlpllon Altem1tenl· Alternate nlut Value at date of dellll number uauon date --1 ·• $ $ .. ~ '• ' . TOTAk (Also enter under the Recapitulation, page 3.) $ $ None SCHEDULE 1-Annuities 1a Was the decedent, immediately before his death, receiving an annuity as described in paragraph 1 of the instructions for this schedule? . 1b If "Yes," was that annuity paid pursuant to an approved plan as described in paragraph 4 of the instructions for this schedule? . • 1c If the answer to "1b" is "Yes," state the ratio of the decedent's contribution to the total purchase price of the annuity. 2a If the decedent was employed at the time of his death, did ·an annuity or other payment as described in paragraph 3(d) of the instructions for this schedule become payable to any beneficiary by reason of the beneficiary's having survived the decedent? . • 2b If "Yes," state the ratio of the decedent's contribution to the total purchase price of the annuity. Item number Description Alternate VII· u1t1on d1t1 YIIUI It d1te of d11tll 1 < MOody Bible Institute Annuity Agreement #12177, payable to ~tle M. Davidson, sister (If more space Is needed, Insert additional aheetl of aame size) $ $ 152.58 .. ., --~ Form 706 (Rev. 7-71) SCHEDULE J-Funeral Expenses and Expenses Incurred in Administering Property Subject tn Cl<lims Note.-Do not list on this schedule expenses of administering property not subject to claims. In connection witr, such exps~ns(:$, ~;ee Schedule L. · 1 If executors' commissions, attorneys' fees, etc .. are claimed and allowed as a deduction for estate t;~x purposes, t11ey Me not allowable as a deduction in computing the taxable income of the estate for Federal income tax purposes. Item number Description .(.~ A. Funeral expenses: 1 E&-Jin G. Hileou I1'u.nera.1 Home -li'tmcral servicea 2 loao: fu.dlro.ad Ret.irone~-r~ Board Lur:q1 Sum. BenGfit J Reverend Gsrfield 0,. t.fo.JJ"er ... UonorP.riiEI. 4 Eoodotone (E;:Jtirrmttnd cost) 1 2 :a: 1 2 J 4 5 6 7 $ 9 10 11 l2 Total . . . . . B. Administration expenses: Executors' commissions-amount estimated~'l€b~l:aC (Strike out words not applicable) . . . . . . . . . . . . · · .. · Attorneys' fees-:-amoun~W~.31il/agreed upo~ (Strike out words not applicable) Miscellaneous expenses: Register of Hilla -Short Cet"tificates Register of Hills ..,. Coot cf filing inve~tocy · Rcgiotor of Hills -Be.lence-due on Gro.."'l.t of Letters Rc~'ictr~r of Hills .... CertifS.ed. eo:p-y of :tlill D.:rvid J. Ue.ck -~~nprais~.l ft?~ Vi~~l Statiatics :~n~~th CGrt~ficnto~ ,C-olumbia Ge;s of Poru::o11van:ta, Inc., ... .So!"'!J.iees '·i'ha Hicltm:r l~..rtu.,ll TelophcnG! Cot'!p~::cy' -.S~·rnc~t:: iJ~esi:. Penn Po1:.~er CO'.:.:puzy-, ... &1.--vic~s Cost of nslling socuritlos Resm"'..ra for i':tnt:'..l e:rocmms Hilli&:!l R. Smmscr -~ t~p:pl .. ai~l c~-:resitbnce $ ______ .. ___________ _ i Amount I -,------------·-·- 1 • 1,519o70{ (181 .. 40( 50 .. 00! ;;oo .. oo· X X X X X l 11 Sgg.30 $ ................... . X X X X X X X X X x· I · .,~010 .. 00 1~-----·.·.·:~~~q;_qg_· I 13' J~os R .. Doncld~on, Esqt! -F..eim.bu:r.se::?.ont for following pt:.ym"" ts.; Pc;pant on account,. zho1·•t eol~tifica:tcs and 14 15 Gr-3.!lt of Lot:~e:r;:; Toct<rrcienta!"'J Ob~m:"'ifor Publishing Co:cy.>o.ey -!~Z'tisik'lg · Washington County .l1.eports -A~rtislng l,OS.~.59 ----~-------------------------T_o_t_al_m __ is_ce_l_la_n_eo_u_•s_e_x_p_e_ns_e_s ___ · __ ·_· __ · ____ ~ __ x __ x __ x_x __ x_l ______ _ !$ 141> 9S2 .. S9 TOTAL (Also enter under the Recapitulation, page 3.) . . . '· (l.f more space is needed, insert additional sheets of same size) Page 23 j I 1 I l l 1 I . _, \j I ,I ,'I ',I J l ~ I I I ]'' i .• l I ll jl 1 l 1 ' j l I I I j I J ~ :~ ~ '"'- i' I~ . o'\ ') t· ,. Form 706 (Rov. 7-71) Estate of: ~ Item number --1 2 3 4 5 6 7 I tom numbor 1 SCHEDULE K--Debts of Decedent and Mortgages and Liens Debts of Oocodent-Creditor ond nature of claim, and allowable death taxos \ Coltu~bia Ga3 of Panusylvania, Inc. -Sol~vices !-lict-vw.y Hutu::tl Telephone Co~xm.y -Sm."''.ri~s West .Pc..'in PoHf'Jr Co~.;!)e.:n;y -Sor/iC(~S }filli£1 .. \1 G .. Davidmm -?..clmburu£~-:lcnt for· 1971 Borough t-md School T~.xes Hill:!.e .. m G •. D<:tvldam:l ..;. lloh1buroc~on·' fol" p~lO!'!G et.\~ls \~~:Jhington Hospi·~nl-flospitnllzation 9/26/71 ·to 9/2.9/71 PennS"fflV!ll2~ Ds:)a..rtua!lt ot Revemu.e -1971 Pen.nr..'Jrlvarda Sta·ta Income Zax TOTAL (Also· enter under the Recapitulation, page 3.) Mortgages end liens-Description TOTAL (Also enter under the Recapitulation, page 3.) ,! + -· Amount $ '~'~ $ $ 14 .. 37 9.19 222e69 S.9J 6.75 26.55 Amount SCHEDULE L-Net Losses During Administration and Expenses Incurred in Administering Property Not Subject to Claims Item number 1 Item number Not loSses during administration Amount $ TOTAL (Also enter under the Recapitulation, page 3.) Expenses incurred in administering property not subje<:t to claims (Indicate whether estimated, agreed upon, or paid.) Amount -----------~--------------------------:------1------$ 1 TOTAL (Also enter under the Recapitulation, page 3.) Hone $ (If more' space is needed, insert additional sheets of .same sizo) P:>gc 2S Form 706 (Rev. 7-71) Estate of: Phoebe Eo DickCJ."!etm, Da-ceo.aod SCHEDULE M-Bequests, etc., to Surviving Spouse (Marital Deduction) If th_e_d_c-ce-d-·c-. ,-,t-d-i-.cd-·t;;t";t~-;t·l~e pc~~~n or pe~~-~~fi.ling-th; ret~~-~~~;~ta-~~;~-rthe-f;;ii~wing questions. Only q-~~sti~-n--i~~--.. -r-- nccd be answered if the decedent died intestate. If the answer to any question is "Yes," .full details must be submitted under : Yes 1 . No this schedule. . ·· ' 1 ---------------- la Has any action been instituted to contest the will or any provision thereof affecting any property interest listed on this schedule or for construction of the will or any such provision? . --------~--~~~--~~~~-~~~~~~:~~~~~~~~-~~--~---------------------------------!-------- lb According to the information and belief of the person or persons filing the return, is any such action designed or contemplated? -----~---------------~-----~--~~~~-~~---~--~~~~~~~~~~~--~~~----- lc According to the information and belief of such person or persons, has any person other than the surviving spouse asserted (or is any such assertion ::ontemplated) a right to any property interest listed on this schedule, other than as indicated under question la or lb~ -------~-------------·--------·-----------------.c__ ___________________ ---- .2c Elected to take under the will? 1= -- 2d Does the surviving spouse contemplate renouncing the will and electing to take dower, curtesy, or a statutory interest? n~~~~cr Description of property interests passim~ to surviving spouse I -------------,------ Value 1 .,. . .. Total Less: (a) Federal estate tax payable out of above-listed property interests (b) Other death taxes payable out of above-listed property interests Total of items (a) and (b) . Net value of above-listed property interests (Also enter under the Recapitulation, page 3.) (If more space is needed. insert additional sheets of same size) 1 $ I I I I I $-------------------- $ -------------------- $ Page 27 l I l I I I I J -i ·, ! i J 1 i 1 l I l ~ I l 1 j 1 I I i I l .j 1 l I ~ -----~---------·~--~-------~~---.. ~---~-~~-----------------------------~~ =-=~-~~~~--~~=-~----.~-~~~·~-~-~-r . . , ~.) ·=: "-' " Form 706 (Rev. 7-71) Estate of: · Phocbo E. D.:tckoma.'rl_, Dec('!.o.sod. SCHEDULE N-Charitable, Public, and Similar Gifts and Bequests ---~------------------------------------------------------------------------~~-----Yes 1 No if the transfer was made by will-·-~ ----· - ( a) Has any action been instituted to have interpreted or to contest the will or any provision thereof affecting the charitable deductions claimed in this schedule?· . . . . . . · . . . . . . . . . . . . . . . . . . . . If "Yes," full details must be submitted under this schedule. ---------------------------------------------------------------------------· (b) According to the information and belief of the person or persons filing the return, is any ·such action designed or X contemplated? . . · I Item number If ''Yes," full details must be submitted under this schedule. "N>mo and address of beneficiary Character of institution -----------------------------------------1-----------First BaptiGt Church 1 2 4 5 6 7 9 10 11 1/4 of Residue Religioue Chriat:lcn and iust1iOl'!t:.ty Alliencs 35% of 1/L~ ot Residue . · . · Oriente.l }~oio~ff Sooiet.y, Ino .. 10% of 1/1-v or P..eaidue !loo6y Church 5% of 1/4 of Residue Y.oocy Bible 1nst:!:l:.ute of Chicago 5% o:t l/4 of Rsaidue ~rsnayl~f$ia Bible School · 6% of 1/4 o~ Reoid·ue 1'!-Jenti.ot.h Cent.u:ry Reformation Hour J% of 1/4of Rosiduo · . Pacific Gru:-dm1 Hil3sion Jf. of 1/4 of F..es!due Gospel ;~.-s~ocinti.o.r. for Blind l;j~ of 1/4 of_ lledduo Am~icc.."l. Bible Society 3% of ~4 of Residue Total . . . . . . . . . . . . . . . Less: (a) Federal estate tax payable out of above-listed property interests (b) Other death taxes payable out of above·listed property interests Total of items (a) and (b) Net value of above-listed property interests (Also enter under the Recapitulation, page 3.) (If more space is needed, insert additional sheets of same size) n 0 ° 0 V<" 0 0 I I $ .::~one -----~------------ 1 rsona -------- Amount $ 7,290 .. 06 29551.52 729.01 .364.50 ~64-o~o .,. ., 437o40 ..364o50 218 .. 70 ?18.70 291 .. 60 218.,70 14,%0.11 $ _________ ........ . None 14,580~11 $ Page 29 j l I I l I l I 1 I 1 l I ! ~--·-· .. ... l2o Nyack Missionary College lO%.or ~4. of Residue l3o World Vision, Inc. 5% of 1/4 of Residue · l4o Fullex• Theological Scmina:ry 3% of 1/4. of J~sidue 15o ~iid.Wa.y Volunteer Fire Depart.111ent . 3% of 1/4 ·of Rssiduo Schedulo N (Continued) 16.. Computat.ion or R0sidua. calculated a a follovs: Grose .A~.ndnistra.tive Estate (Schedules Charac-ter of J.n..<tti. tu·tmn... Religious n 11 Public Total . B, C & F) $1009639 .. 87 Leesg Deduction per Return (Schedules J & K) $15 9 275~78 Pao Inht~rd.tance Tax 149 826o22 . Bequests 2.39456o50 Federal Estate Tax ....l7.e-92.le 3.5 :n,k7.9-'.f.}5. Residue ) Ammm,t 218 .. 70 218o70 Form 706 (Rev. 7-71) Estate of: SCHEDULE 0-Credit for Tax on Prior Transfers ~·----~------------------------------------------------------------~-------------------Name of transferor I Date of transferor's death Transferor's residence at time of death Computation of the Credit \ PART I-Transferor's Tax on Prior Transfers I ,, r--- / l Net value of transfers . 2 Value of transferor's estate (adjusted in accordance with instructions for item 2) 3 Tax on transferor's estate (adjusted in accordance with instructions for item 3) · 4 Transferor's tax on prior transfers (proportion of item 3 which item 1 bears to item 2) PART If-Transferee's Tax on Prior Transfers 5 Transferee's tax computed without regard to credit allowed under this schedule 6 Transferee's reduced gross estate . 7 Transferee's deductions (adjusted in accordance with instructions for item 7) 8 Transferee's reduced taxable estate (item 6 minus item 7) 9 Tax on reduced taxable estate . 10 Transferee's tax on prior transfers (item 5 minus item 9) PART Ill-Credit Allowable '• 11 Maximum amount before application of percentage requirement (item 4 or item 10, whichever is smaller) 12 Percent allowable is ........................ .. 13 Credit allowable (item 12 x item 11) SCHtDULE P-Credit for Foreign Death Taxes List all foreign countries to which death taxes have been paid and for which credit is claimed on this return. . . $ $ $ $ $ $ $ ·~ ~ ---------------------. $ $ ~@$~f-- $ .· If credit is claimed for· death taxes paid to more than one foreign country, compute the credit for tax~s paid to one country on this sheet and attach a separate copy of Schedule P for each of the other countries. The credit computed on this sheet is for ....... : ................................................................... ~------------·------------------~-------------. · (Name of death tax or taxes) ___________________ . ______ .. _. -----------------------------~--__________ . _. _______ imposed in .. ____ ... ____________________________________________________________ . _ ... _. _____ __ (Name of country) Credit is computed under the---------------------------------------------------------------------------------------------------------------------------: ............. _---· (Insert "treaty" or "statute") -. ·~·-·'·· 1 2 3 4 5 Computation of the Credit (All amounts and values shown hereunder must be entered in United States money) Amount of estate, inheritance, legacy and succession taxes imposed in the above country attributable to property situat.ed in that country, and subjected to such taxes, and included in the gross estate (as defined by statute) . Value of the gross estate (adjusted, if necessary, in accordance with instructions for item 2) . Value of property situated in that cou'ntry, and subjected to death taxes imposed in that country, and included in the gross estate (adjusted, if necessary, in accordance with instructions for item 3) . Federal estate tax before allowance of credit for foreign death taxes . Amount of Federal estate tax attributable to· property specified at item 3 (proportion of item 4 that item 3 bears to item 2) . 6 Credit for death taxes imposed in the above country (item 1 or item 5, whichever is the smaller) . 1$ I : ~ ::::::::::::::::::: 1 -i--···-----·---------- -----------------------· 1.~----l--------------­i $ o~--IOl'!O Pago 31 . . en .=r 0 C/) <( _.J a.. c::> ::t: _.J c..: --C> ::.-0 t.-~ l\_ z " 0 (-i C> ~ I-,~~ L: .. J C.? ' . l' .. _.l ... 1·-L.!.-! (/I !.) -CJ :X: .I (.'l t/) -~ e ... <{ -·~ r·.J c..: ;:::: ' I r·-' ~ R C C·49 ·(8·7 I) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~UREAU OF COUNTY COLLECTIONS 1 INHERITANCE TAX DIVISION HARRISBURG, 17127 PENNSYLVANIA ESTATE TAX I ~T DETERMINATIQNq a11J. f Date ----'O~C tL......_I!.....1L___ 19 7 2.. Estate of: Pl-Io e.be. . E D lCtfe.-Q. ma.h. Date of Death 'f .J 9. 7l County UJas,loa~;o~TOn Ok'f JJ'.,l IL{--1 Bureau File No. b...1 · 7/· J 0 J..3 1. Taxable estate per U. S. Estate Tax Return, Form #706 2. Taxable estate per final change in Federal Return dated 3. Amount of credit for State death taxes. As shown on return form or final change notice ($ _____ _ As verifred 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 a/ c 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 ---------- Prepared by (NAME) $ ______ _ $ ______ _ $====== Reviewed and approved by ________________________________ _ (NAME) (TITl:.E) (DATE) . ) RCC-49 {8-7 I) COMMONWEALTH OF PENNSYLVANIA.: DEPARTMENT OF REVENUE ;:~: .. BU.R'EAU OF COUNTY COLLECTIONS 1 INHERITANCE TAX DIVISION HARRISBURG, 17127 PENNSYLVANIA ESTATE TAX / ~ T-DETERMINATIONCf a hci. Date _---looo<O~C--~."t____.~lw1~-.-19 7 t Estate of: P/Jo e be E' D ,·rtte R mo 11\. Date of Death Cf. ~ 9. 7( County Was~ '"' q r ()Vl 0 l('f JJ'.J.. J Lf .1 BureauFileNo. bJ·~1/-/0l.3 ·· ... 'l. Taxable estate perU. S. Estate Tax Return, Form #706 $ ______ _ 2. Taxable estate per final change in Federal Return dated $ ______ _ 3. Amount of credit for State death taxes. As shown on ret.urn form or final change notice($_·--'------ As verified by computation 4. Penna . .Inheritance Tax due a~d/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 a/ c of Penna. Estate Tax ·D~te :~f payment Amount of Tax paid Amount of Interest paid .·'··-• -w •...__·---·-·--·-- $. _____ _ $ .· '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 ----------$====== Prepared by {NAME) . {TI.TLEl ·.i~. . . i·~~eview~~and approved by~--------~---------------------- {NAME) {TITLE). {DATE) 1 RCC-81 (6-71) ' ' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division ' 38-214-3 WILLIAM G. DAVIDSON, WILBERT DAVIDSON & UNION NATIONAL BANK ( E xecutor~iilmcaooc: In Re: Estate of PHOEBE E DICKERMAN __ W_AS_H_I_N_G_T_O_N ___ County _ File No. __ 6_3_-_7_1-_1_0_2_3 ___ _ You ore hereby notified that the===-=--:o:=-:=-r.:::i-::gt.=:i=-::n:=a;:1=.:-:-::-:=--------- opproisement in the estate of PHOEBE E • DICKERMAN has been filed in the office of the Re_gister of Wills of WASHINGTCN County on Decmrnber 5 , 19~, Said appraisement reflects the following valuations: Real Estate _____________ _ Persona I P roperty __ l...,O.....,O'f+-, L2~2_.s....._...o ...... 6L.._ ___ _ T rons fers ______ ..=5:...!:,....:3::..:5::..:1=..::..• ..:...7.=:3 ____ _ Joint I y Owned ---~4.::A4~·~6~5w.9~·w.6~0~---- T oto I _____ ___::1:....:5:....:0--",-=2=-=3:.....::6:....:•:...:::3::...=9 ___ _ As to such tax that is paid within three months from dote 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 rote of six (6%} percent per annum is charged. Any party in interest who is aggrieved by on appraisement may appeal therefrom as provided by low. Date December 5, 1972 Signed __ MAD __ EL_I_N_E_F_I_NN_E_Y ____ _ Title APPRAISER I ~ATE OF DEATH: September 29, 1971 Note: This is not a bi II. ). ., --------------------------------:-----------., .. ·' ' .. , RCC-3.9 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ( SUMMARY Estate of DICKERMAN PHOEBE E. DATE OF DEATH 9-29-71 FILE NO. 63-71-1023 (Last Name) (First Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER WASHINGTON I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of _____________ _ 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 5, 1972 •· · d.., -jJ~ ~XAP~ 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 FOR USE OF REGISTER ONLY Tax on $ ---------+--- Tax on $ ---------+--- Taxon$----------+---Taxon$ __________ +---- VALUE AS REPORTED VALUE AS APPRAISED $ $--~~~~-4~- 150,236 2% 6% 39 150,236 39 COMPUTATION OF TAX $ _______ ~ ___ $ ________ ~---- $--------------4----$ ___________ ~---- $~--~-----~~ VALUE AS REAPPRAISED $ _______ 4---- Tax on $ --------------+---1,. Exemptions========::f=== Total Estate ________ --'--- TOTAL TAX $--------------~--- (*) As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5% of tax if paid within 3 months after death BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from ---------to ------ !:.:::::::~.1::: $=====·== AMOUNT OF ESTATE TAX ASSESSED $-----+-- Estate tax paid $ _______ ___..~ __ __ BALANCE DUE Add interest at rate of 6% from $ _____ _J __ ------410------~-$ --------+---- TOTAL TAX BALANCE $ -----------+---- PAID $-----~-- 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. _j Will Administration ~ No .................... Year ........... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF .. PHOEBE ... E ...... DICKERMAN ....... , ......... . Deceased Late of.. MIDWAY County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL _ .. ~- . - .• , ,. -------------------------~-------------------------------------.------------------------------Funn RCC-2 I ... ( ' i COMMONWEALTH •OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE .De.cember ...... 5 .. , ........ 1.9 .. 7.2 ............. . DEPAP..TME1'!T OF REVENUE BlJ3E&U OF com.rTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 COUNTY ....... YY9.§h.~.OO.t..Q;J;J ............................... .. FILE NO ......... 6.3., .. 7l.,.l.Q.23 ................................. . Whereas, ........ ~~9..~~-~ ..... ~ .. ~ ...... P.~.G.~~~ ............................................................. late of .............. M~.P.~~~X ..................................................................... . in the County of ............................ W.A..S.Bl.N.G.'.r.ON .................................................................... Commonwealth of Pennsylvania, having died on the .................................. 2.S!.t..b. ............................................. day of .. S..e.p,:t..e.mb.e.r ....................................... 19 ..... TL., seized and possessed of an estate subj:.~:;:~~~~~:Jf~=~t~,0~~::::i:~ly 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. Appraisement Unit Description of Asset . Made for Inheritance Values Tax Purposes $ PERSONAL: SEE COPY ATTACHED TO SCHEDULE B 100, 22~ 06 TRANSFERS SEE COPY ATTACHED TO SCHEDULE c 5,351 73 JT. HELD: SEE COPY ATTACHED TO SCHEDULE E 44,659 60 _±.o_i:_al 150.236 39 ,, .. : ····~ ·-. .. , .. , . ...., :. ; [ "I . " '• t ; -··· ' ' '. .. ' ... .. -.. ., . . .. .. ., " .. .. .. ~ ' -· WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of PHOEBE DICKERMAN Deceased. Late of MIDWAY .. : ................ -............... · ............. :.: .... . Date of Death, ...... 9..-: 2.9.::::.7l-.................................. . Appraisemel!t Docket Vol., .............. 3.H. .............................. . ·-' Page, ... 21.4: .... 3 ........................ No .... 6.3.~.71~.10.2.3 .. . Filed in Register's Office, .. .!?§9..!! ...... ?. ............... 19 ...... 7..2 Amount of tax due, $ ...................................... : ............................. . DEPARTMENT OF REVENUE Received, -· _, .. -c-"--£x;z.minea 'ai,:J A.:pp;ov;l:-~---- wrote abo.ut. Appra.isemeni, ·Appeal f1'om Appraisement, Entere.d aM ·charged, ' . . .• -----..;...,...---_, __ _ --·-- ·'' . (· .. .. ,_ ·'• ··~ ..,_, '-J .~. Form RC C-10 0 3 -17!~1CJ,;l,3 STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWE: ~N -.,. ~ THE SUM OF . . . . . . . . . . . . $':L?.=.Y~ .. t . ...l .. f. .. ;· OFFICE OF• TME REGiSTER OF WILLS ' OF _ ___:_W:..:::AS=HI=N.:..:G:..:T:..:O:.:N-=--~-COUNTY t.-q;.-7~ DATE APPROVED . . .. ......................... .. AND AGENT OF THE COMMONWEALTH EST AT!! 0 F -~P.::h:::o:.::e:.:b:.:e:_.=E:.:·-=D:.:i:.:c:.:::k:.:e:.:::r-=:m.an=~ LATE OF--~Mi~·~d~w~a~y~,~P~e~nn==~sy~l~v=a=Dl=·~a~-------- DAT~OFDEATH--S~e~p~t~e~m~b~er~2~9~,_:19L7~1~-------CATE OF FILING APPRAISEMENT------------,. --·· - I DATE NO. OF NAM&: OF PAYEE REMARKS AMOUNT VOUCHE!q f See-attached schedule fl5.372 ' .. ' .. ,; .. ' • ' ell t:. ~'7' COMMONWEALTH OF PENNSYLVANIA } COUNTY OF ALLEGHENY Sll: BANK OF PITTSBURGH 1, John R. JEchement, Vice President of THE UNION NATIONAL/ HEREBY cERTIFY. THAY.. To THE BEar oF lilY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSI!tS OF ADMINISTRATION SUBMITTED TO THE ESTATE OF Phoebe E. Dickerman, DECEASED. AS DEDUCTION$ FOR INHERITANCE TAX PURPOSES. i iT --...;z.~:;::,..;..:..;../I.~CL_;::::::::::r..~---'----CL. 5.) {ijwoRN AND~:IBED BEFoRE ME THI,:~.a'X. DAY OP' Vice Pres1dent 'X::::i7\;;s~~h , Notary Public lOWELL R.SNYDfir NOTARY PUBLIC ."'P!n:_SBURGH. All fGHENi wuw .- •• · MY~·co~1MISSION EXPIRES JAN. 6: 1975 Member, PennsylvaniaAssociatum of Notaries 18 ,~ I I ., . .-:·- f II :f .I •li :.: _,1, 11 f ,I 'tt ·. I I, ~ . I ~ i I ' I ' --,·~ -'1 .. jl . ' t . .. •·" f" -1~-.. . ; '11 . F~ LE ., .I D~ .. . -~ 9.72 OEC 7 PH 12 12 I RUSSELl. !•'1/,R IN 0 I REGISTEH OF WILLS WASHINGTON CO:. PA .. . ' . ; ' ·' ... I' ·-i~· . ·. ~ I ' '· ... ••••· • l..l ····;··· .•• -" f\ .., I ~ • \! • • .. • • • .. • ~ • .. ""'~·.,.. .. · .. '· .~ . 1 9 7 1 Oct. 27 Oct. 29 Nov:. 10 Dec. 6 Dec. 10 1 9 7 2 Jan. 5 Jan. 20 April 17 April 21 May 10 Oct. 18 STATEMENT OF DEBTS AND DEDUCTIONS ESTATE OF PHOEBE E. DICKERMAN, DECEASED DIS SUR SEMEN T S Administrative Expenses Russell Mar~no, Register of Wills of Washington County, Pennsylvania Cost of 10 Short Certificates David J. Wack Appraisal fee re household goods and .automobile Commonwealth of Pennsylvania Department of Health, Vital Statistics Cost of 3 Death Certificates William R. Susser Aupraisal fee re property situate 206 Jefferson Street, Midway, Pennsylvania Register of Wills of Washington County, Pennsylvania · Cost of 2 Short Certificates Commonwealth of Pennsylvania Department of Health, Vital Statistics Cost of 5 Death Certificates Cost of Death Certificate for Martha L. Warnick . . Russell Marino, Register of Wills of Washington County, Pennsylvania Cost of Certified Copy of Will James R. Donaldson, Esq. Reimbursement for the following: Filing Inventory' Balance due on Grant of Letters Testamentary·: ·~. : . James R. Donaldson, Esq. Reimbursement for the following: Probate of Will and 2 Short Certificates Advertising Grant of Letters Testamentary in Washington County Reports · Observer-Reporter James R. Donaldson, Esq. Attorney's fee Co-Executors' compensation William G. Davidson Wilbert L. Davidson T The Union National Bank of Pittsburgh Expenses in re sale of securities $ 10.00 60.00 6.00 35.00 3.00 10.00 2.00 9.50 10.00 20.00 16.50 14.00 14.00 5,000~00 1,000.00 1,000.00 5,000.00 698.86 ,, 1 9 7 1 Nov. 18 Dec. 2 Dec. 9 Get. 17 ], 9 7 1 i 1· Oct. 27 Nov. 12 Dec. 2 1 9 7 2 May 12 '' STATEMENT OF DEBTS AND DEDUCTIONS ESTATE OF PHOEBE E. DICKERMAN, DECEASED (continued) Preferred Debts Edwin G. Wilson Funeral Home Funeral expenses William G. Davidson Reimbursement for honorarium paid to Reverend Garfield 0. Walker Washington Hospital Hospitalization charges not covered by insurance 9/26/71 -9/29/71 William G. Davidson Reimbursement of payment to _G?:ydos Company for slant grave marker and bas"e Other Debts Columbia Gas of Pennsylvania, Incorporated Gas ·service at 202 Jefferson Street Mid~ay, Pennsylvania for period 9/2/71-10/4/71 The Midway Mutual Telephone Company Telephone service -statement 10/1/71 West Penn Power Company Electric service for period ending 10/5/71 William G. Davidson Reimbursement for the following: Phone calls 1971 Borough and School Taxes Columbia Gas of Pehnsylvan~a, Incorporated Gas service 10/4/71 -11/3/71 _ The Midway Mutual Telephone Company Telephone service per statement dated 11/1/71. West Penn Power Company Electric service for period·ending ·11/4/71 Pennsylvania Department of Revenue 1971 Individual Income Tax tttvf-TOTAL $ 1,519.70 50.00 6.75 565.00 14.37 9.19 8.93 222.69 8.04 9.96 17.73 26.55 $15,372.18 ... ' . . ... :"! ..... ~ ' I I ll :I I 'i I ... •I, I. ' i I .{ ·.· ·-I :·1 ,, ,. II ,, ·[ " ' f', '· i . ~I I ' I I I I i . J J, ,r! ... >I ., I l ~n nEe r PM 12 r 2 I RUSSELL MAHINO REGISTEH OF WILLS WASHINGTON CO .• PA. r3 -• ~. -. .... ~· ·,. •· IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNA. \Dale of dealb 2 '-~ 9-7 I~ ( No. 1023 Of 1 97~ Term, 19 , A.A. ·DICKERMAN, Phoebe E. r :2 Ll Z,jL:/ ~ ----==-==-===.:...L....:=-::..::.....::..:.:..-=--=::...:__---=D-ec-ea-sed..,..---) Docket Z a' -7 -,7 In the matter of :bhe Audit of Account filed in the Estate of TO THE AUDITING JUDGE: Enter my ·appearance for the Commonwea~th of PennsylVlallia, claiming transfer inheriba111ce tax in the above estate, as follows: DR. To appraised Vialue of Estate: Realty ________ . ____________ .. -------·---------------·-------·---·------------··-·----·-···--····-·----·· $ __ ----:-------=---- / ~, f,.. L ~\ro~J ' ~ I ':J' ~ ~ Cfr ~~ '--------~--- \ $ ( $ ____ _ ) :------$ ________________ _ $ __ TOTAL DEDUCTIONS, $ ________________ _ CALCULATION NOTE: The following credits claimed in the Account are held n1 ded\ctible as against the tax: ~-·~-~s-41~ \ Gross V~ue -··--·------·-------··--· __j_ ~ \..() 1,.; ' & " J '.,_---- Less Deductions------·----·--·--· ---~t_S'-_~~b---:;!-9--.!r~/-'f~---- \ ~~ \ \ Ciea' Value___ _ L 3 4 '"U.?-:t·-¥..,.--z...?i .4.~-f.~,j ·- $ ________ _ TAX PAID ON ACCOUNT· $ / } '! ~ 7, S ""' Total Tax .................. _ -----------··--------·-------------------··-----------·--·----·-·--·--·-···--··-· $ _/ ~-L 7 '' } -1 J) 1 1 () , f Z._.> Le" omount previou'"' p>iL ....•.. --·-·····----------··· ... $ _l_ $'~1,1;1i r-~(;,li__,.. Balance .............................................................. -................. _ .................................. $__ ''t~f),, I•\] if -~ I ~li>""e~ __ yrs.Lmos.~days @~% --·······---$ t 'l"'\( 'lY G~l. -z~ TOTALTAXANDI~~--;--1 l{tl£.~3, I ~-vt u ,o, ~ ~ 4/~--~-3 pV ~~~?~ . ~~ .• 0 0 r 3: , 3: :II 0 )> z ITI ·~,.,-~...--· .... t ~ ITI ~ )> , r ITI "' -4 "'I :r "'I rJ) ..:i 0 0 0 0 :II _l 0- "'I :D t:r:l z: _l , )> rn ITI , '"i a::. :r; 0 z , ~ -!.1_ Q z ITI ::;::: Ll- (/) )> ... ...... < :D C) .._ )> ~ ;"'-~ @ r < z r _I r.::C.. !- )> 0 ~ _.1 uJ (!"; z ITI ~ LU L.::.J 1-z: > c:;:l \.1) rJ) .....J ul ::;!::: .... u.J i "' u-:::> <.!> rJ) I a: U.J 4 c::: ;;; !» ~ Q. ?" il" I ~-("'I") Lt.-~ ... i'" -:·-. " .. ~ I .. ~ I ,-:;· --,-- POST OFFICE SOX No. 837 PITTSBURGH, PA. 15230 JoHN R. EcHEMENT VICE PJmsmEIU ·Russell Marino, Register of Wills of Washington County Court House ·washington, P ennsy 1 vania December 5, 1972 In re: Estate of Phoebe E. Dickerman, Deceased Dear Mr. Marino : Enclosed in duplicate please find· our Statement of Debts and Deductions for the above-named estate. The above estate is up for the December Term of audit 1972. If you have any further questions, please feel free to co_ntact me. JRE/PER/kl Enclosures cc: James R. Donaldson, Esq. ·Estate Tax Very truly yours, . ' . . •' c ..... ' ' . ' ·.· ., "" c::> U) < C.> ·-· .. :"..::-·-~ -~~~-'-~ -.. ·-. ~. r .. ·· 3: 0 ""="""'""• ..,·,· 0 •'-.... c... !.L 0 <.-:> 2.: _, (;,") ..::;-' c-....: 1-- t l ; ~ I..:J i..lJ (.;3- ..........-:-.. ;.--~ (.J) ..._ = (,f) ·-~J W..l (.() :t: w... ::::> (:') U) a::: w <( (V) c:: a;: l! .. _ r-.. POST OFFICE BOX No. 837 PITTSBURGH, PA. 15230 JoHN R.EcBEMENT VICE PRESIDENT Mr. Russell Marino, Register of Wills of Washington County Court House Washington, Pennsylvania 15301 February 24, 1972 In re: Estate of Phoebe E. Dickerman, Deceased Dear Mr. Marino: Mr. William G. Davidson, Co-Executor of the above-captioned estate, has given us the Notices of th~ Inheritance Tax Appraisements and Assessments sent to him dated October 18, 1971, and February 17, 1972, for the savings accounts owned jointly by the decedent and him at the Main Office of The Union National Bank of Pittsburgh and The Dollar Savings Bank. We wish to advise you that Article X of the decedent's Will provides for ~he payment out of the residue of her testamentary estate of all estate, inheritance, transfer or similar taxes payable by reason of her death. Accord- ingly, we made a;·payment account of Pennsylvania Transfer Inheritance Tax on December 27, 1971, which included the tax due on the previously mentioned joint savings accounts. l Our records indicate that the decedent and ·Mr. Davidson also owned a joint savings account at the McDonald Office of The Union National Bank. We will ultimately file an RCC-33 for the estate which will report that account and all other non-testamentary assets, and the balance of any tax liability on such assets .will be paid in due course. We would appreciate it if you would direct any further appraisements, assessments, or ~imilar correspondence to us. JRE/DS/kl Estate Tax Very truly yours, ALL/f. a__ hn R. Echement ce President "" -·q --1 ~ r.......: ---~ ~~ ~ i"l1i -n· r--(/) G). c rr'l t ...,.. ~. ~!~ co ~ (/'); U:tJ -n r .~ :;.;: ...-!, ?":'!; {;""), ;n r ... ...... ~ -! -" ""'-"""" .~. : C' ..,. .. C> """0 ~ -.~.,... :·t .~._, .. > -.. .,.. !J)!•. ·--0 ::E' ::o· 0 r-z. l':i r-(.> c:::> )> (..I") --· RCC-3 ( 1-69) COMMONWIEAL TH OF PENNSYLVANIA-~-· ~ DEPARTMENT OF REVENUE BUREAU OF COUNTY.GOLLECTIONS _,:, ' APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANI·A TRANSFER INHERITANCE TAX (Act of May 28, 1956, P.L. 175~, ohel A'i:t of June 15, 1961, P. L. 373, as amended) Application is hereby filed for the approval 1. Bureau File # 63-71-1023 of an exemption from Pennsylvania Transfer Inheritance Tax on the transfer of the property described below: 2. Date of Death e 29-Ll971 3. Date of Approval.· ~f' '-?' -e--.,?/ 4. Name of Decedent Phoebe E. Dickerman 5. The Commonwealth's appraised value of the property for which on exemption is claimed is $ 50% Of Residue (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 the document authorizing the transfer, unless · ~ suCh material ha·s been previously filed. WII,.L !ll; DEED 0; TRUST INDENTURE 0; SURVIVORSHIP 0; OTHER 0; (If other, explain) __________ ~------------------------------- 7. Correct Business Name and Address o!, Charitable Organization receiving property: NAME ______ ~S~e~e~r~e~v~e=r~s~e-=si~d=e~------------------------------~------------------------ ADDRESS ________ ~----------------------------------------------------------- 8. I certify that the information contained herein is, to the best of my knowledge and belief, true and correct. THE UNION NATIONAL BANK OF PITTSBURGH Signature of Applicant_~B~~~. ~~~.:~~~: __ · ~~-~--~----------~,~~~i~c~e~~~e~s~i~d~~~~~----------------~ ·." C 'C'.n.-' -.,_. g, 7_ .. ._ Official Title ______ ___:::..::.O<-~==c"-"u""~""'·""r'--------Date ______________ _ 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 Penns.ylvonio.ond letters were not issued by a Pennsylvania Register of Wills, deliver all three copies to the Dire.ctor, B~reou of tounty Collections, Penna, Department of Revenue, 26 S. 4th Street, Harrisburg, Po. Do not write below this line· ·For Official Use Only For the Secretary of Revenue Referred to Bureau Headquarters Approved 0 For Secretary of Revenue Denied* 0 (Initials of Register of Wills) (Authorized Signature) (County) (Title) (Date of Approval) (Date of Referral) (Date of Action) * See reverse s ida for rea sons MUST BE FILED IN TRIPUC.~ TE --' . ....[_ ... ' ; ~• . This section will be completed by Bureau Headquarters only when the application for exemption h"<:~s b~~-~ denied. Date:--------- The application for exemption contained on the face of this form has been denied because--------- • I ''I ' Note: Any party in interest, including the Commonwealth, aggrieved by this action may within sixty (60) days after the dote of this notice exercise their rights of Protest, Notice, or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance Qnd Estate ·Tax Acts. ' First Baptist Church (1/4 residue) c/o Mto. Bel'Dal'd S. King,_ Trea~er Midway, Pei:lnsylvania 15060 Christian & Missionary Alliance (.35% ot 1/4 residue) 260 West 44th Street New York, New York 100.36 Oriental Missionary Society,· Inc. (10% or 1/4 residue) c/o Charles G~ Ashton, Assistant Treasurer Box A Greenwood, Indians 46142 . ' Moo~ Church ( 5% of l/ 4 residue) 1609 N. LaSalle Street Chic&go, I111nois · 60600 Moo~ Bible Institute of Chicago ( 5% of 1/4 residue) 820 N. LaSalle Street Chicago, Illinois 60600 'I Transylvania Bible School. (6% of 1/4 residue) Henr.y Sbil]1ng, President · Freeport, Pennsylvania 16229 Evangelistic Faith Missions Victor Glenn, Director Box 617 BecWord, lindJ;aria 47421 (5% or 1/4 residue) Gospel Assoc. for Blind (/$ or 1/4 residue) Attn: James R. E. Ozia.s 550 Broad Street ,,.,,, , Newark, New Jersey 07102, · American Bible Societ,1' (.3% ot 1/4 residue) · Attn: Miss ~~tra F~os 1865 Broadway , . New York, N~~~~ork 1002.3 Nyack Missionary College (10% 1ot 1/4 resid:ue) Attn: Georgs',S~:) ~~iter; Sr. .30 N. Broadw~ •l I~ • 9;• .. ~~x 14 Nyack, New!York 10960 1 World. Vision, Inc. (5% of l/4 residue) Stewardship Department Dire.ctor 919 W. Huntington: 1Drive , Monrovia, CSlifoionia 91016 ~ . ·-'\ \ Midway VolAA~'e~ Fire Department (.3% of l/4\i_~,!due) William. r,~'aroolanan, Treasurer Midwsy·f P~lvania 15060 Fuller Theological Seminar.f (.3% ot l/4 residue) . 1.35 No. Oakland Avenue TWentieth Century Reformation Hour (:;% ot l/ 4 residue) Pasc.edens, California 91101 Mr. H. G. Brysoilf Treasurer ·. · · _,, .... • · ., . Collingswood, New Jersey 08108 Pacifio Garden Mission (.3% of 1/4 residue) 646 South State Street Chicago, Illinois 60605 . : ... ... tlj RCC-4 (B-66) COMMQNWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE I N0.8 1196 7 OFFICIAL RECEIPT • PENNSYLVANIA INHERITANCE AND ESTATE TAX I RECEIVED TBlR~EE~Ho_f1s~~itmT ~W-EVE&~itifS'sx.J:oo..:~ -,:;.;f.s2..:;_.,. dollars ~ . . . ,_,.,. ... ..._. --. -"" ' . . ' · representing Pennsylvania Inheritance or .. j Fram:UNION NATIONAL BANK OF PITTSBURGH Estate Tax due from the following estate: Address FOURTH AVENUE & WOOD STREET 2% Tax on $ $ .. PITTSBURGH, PENNSYI,.VANIA 15219 $ $ 6% Tax on ' File No. 63 .. 71-1023 Date of Death XJ 9-.29-71 15% Tax on $ On Acc::ount $ 14.618.4~ I Date of Payment Decembel' 27, 1971 %Tax on $ $ - PtlOEBE DICKEIUfAN Estate Tax, Act of Name of Decedent 1~~ May 7, 1927 ·$ County WASHINGTON TOTAL TAX CREDIT $ 14t618.48 -.. Less five percentum of tax if Remarks: ~ paid within three .months after )fJR ' 730.92 date of death $ J Plus interest at the rate of ~11 d-. __ %'from ' • ' to $ voo ~ ~ [L~ @mvrn SEAL TOTAL AMOUNT PAID $ 13,887.56 . NOTE: This Triplicate Receipt Ia be retained far au~~~~4 ... 3 · r-· · JJJL~JG ' Received bi'--~-<'..UA.0' I I / ~-~r..A.) NOTE: In accepting the transfer inheritance tax on future estates, prior to the death of the lif{--' )"--. (Signw. ·, 1 . . tenant or tenant lor years, as evidenced by this receipt, it is understood that the Commonwealth sh"oll ' . · (I not be precluded or prevented from hereafter assessing additional inheritance tax at the death or'the ) "\,1)./J.J..~ ....J t.J { j..JC.(~ life te~ont or' tenant far years whenever it appears that such additional tax may be legally due on'a _..."i'j @itle) collectoble lor any reason whatsoever. _ · \. . -... . . PLEASE FURNISH SERVICE(S) INDICATED BY CHECKED BLOCK(S). · REQUIRED FEE(S) PAID. D Show to whJr't, date and address D Deliver ONLY where delivered to addressee •· RECEIPT Received the numbered article described below. REGISTERED NO. SIGNATURE OR NAME OF ADDRESSEE (Must always be fitled in) CERTIFIED NO. 767243 INSU~ED NO. DAirDELIVERED NOV 8 t~72. c:i.i-16-71548-ll 347-198 GPO I .. ~ I ~ " I "' ~. ~ •.! ~ ) I~ 00 M ~ '- ~ E .. .: Q 0 llo POST OFFICE DEPARTMENT OFFICIAL BUSII'!ESS Print your name and address below. If you want to restrict delivery, or to have the address of delivery shown on this receipt, check block(s) on other side. Moisten gummed ends and attach this card to back of article. James R. Donaldson, Esq. 614 Washington Trust Bldg. Washington, Penna. 15301 ~ RETURN TO :\ r; , N~ 17692 Washington, Pa., '?oa-4(. ;) .2 , 19-P OFFICE OF CLERK OF ORPHANS' COURT DIVISION County State, etc. • • • $===::;::::= ....... \S"{It~ Total It""'------ ·....._ t -. . "' .~ .. .. ...... RECEIPT FOR CERTIFIED MAIL~30¢·.(plus postage) ~ -·· ··-..... 1 0 0 0 6 0 0 0 6 0 0 3 5 0 0.· 3 0 b 1 0 0 0 2 0 0 9 5 0 1 0 ·a o 2 0 0 0 1 6 5 0 ' 1 4:0 0 1 4 0 0 5 0 0 0 0 0 1 0' 0 0 0 0 1 0 0 0 0 0 5 0 0 0 0 0 6 9 8 8'6 1 5 1 9 7 0 5 0 0 0 6 7 5 5 6 5 0 0 4 ._4 1 1 4 3 7 9 1 9 8 9 3 2 2 2 6 9 8 0 4 9,9 6 1 7 7 3 I 2 6 5 5 i 4 3 0 0 5 4 0 0 J ~ A h 0 ~ ii -·· • t:, ,--3.--.':7 I -/ 6 A3 i -·~ c · 1\ffi~autt ®f fxrrutnr ®r 1\bmtutatratnr TD C3 J'" -.;>.. i 1---3 I ~tatr nf Jruusylttttttitt } C!!nuuty nf lla1ii1at1» as: Personai#t~e, the undersigned authority, a -----~--l10-tal7--publ1o.------in and for said . C t d St t d STEPBm J. EVERS J!.,.L. Aa•iatant Trust Ot,.,. ..,.~ 0 '· d I oun Y. an a e, appeare THE-UBIOB "li'ATIOU:IT:-.t:Wu. ··oy·PmmmRllH ________ ~-~ D~mg u Y sworn according to law, deposes and says that 'he IS tlie executor-or ~ittisbador of the es- tate of ... PBOEBE.E,. .. DICIERMAR,-----------------deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of .P..HO.EBE .. E •.. DICIERMAJI., deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each item made by the above named Executor :l&.dcm~ d Sfworn and subscribed belf9ore me tu~s-:'.:~··· ........... } ..................................................... · .......... · ............................. . ay 0 ............................ ...... .. .. ...... .. .. ... ) Executor-Administrator ···································································· ······················· ADDITIONAL INSTRUCTIONS 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 $50,000, in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L. 513 Sec. 5.2, 72 P.S. 4844.2 ~Uttrntnry tttW 1\.ppratsrmrnt of the goods and chattels, rights and credits which were of .~J:J.o.~$ ... ~ .•... P..l~, ... P.~.Q"·'-~~---·······.late of .~9.6 ... ~~-f.t.~r.~~'P. .. $.~.~"~•-··~~-q~_, ......... .. Washington County, Pa., taken and made in conformity with the above affidavit. DOLLARS CENTS See Attaohed Schedule U-00,225 06 L ' . I' I u I !1 .·· ' . ; • I . I· ' t· t '.If ,· ji I• , .•·· ,l ·I I ~ . I .,, '• r I I I I I , j I : II I : II I I I I t 'I I . . , .I I I I I I I I I ' . ( ' ·. .... \0 • .. \ '·:• .... ·. )' .. (.;,"·. ~-.. I· INVENTORY So .. of all real and personal estate: of PHOEBE· E. DICKF;:RMAN,·D~ceased, late of 206. Jefferson Street, Midway, Washington County, ~ennsylvania. :·. :. PERSONAL EsT:ATE SCHEDULE ~ First Federal Savings & Loan ~sociation of Pittsburgh Savings account # 02 01 23992 Mellon National Bank, Main Office Savings account · # 43486 . . Special Passbook account # 001· S005'07 · Pittsburgh Home Savings & Loan :Association savings'·account # 39761 . Pittsburgh National.Ballk, McDonald.Office Savings account # 81•1990421 · · The Union National Bank of Pittsburgh, McDonald Office Savings acconnt # 730134764 Blue. Cross of Chicago Illinois Refund of Unearned Premium Cash found in Safe Deposit Box :Allstate :Automobile Insurance. Refund of unused jremium ,.•)' $2,000 f/v,Dollar Savings Bank, Oliver Building Office · Deferred Income Certificate .of.Deposit dated 7-30-70.due 7-30~72@ 100 accrued interest to. 9-2·9-71 · $1,000 f/v Mellon I-Jational Ba:nk & Trust Company, Main Office . . · . 5% Savings Certificate dated 12-16-70 · due 12-16-71 @ 100 · ·. · · · : · accrued interest from 6.:.30-71 to 9-29.:.71. The . King's . College,. Incorporated annuity and Bond Contract · ·· Annual annuity interest paid to 9~3-71 Bankers Multiple Line Ins'il:ra,nce Company· . · . Refund . of unearned premiUm. on policy # '692044 798 :·,·' $ 3,283.90 2,822.65 6;065.26 1,159.93· 81.40 6,531.72 15.30 30o~.oo 76.40 2,000.00 121.80 1,000.00 12.47 30.57 2.59. ,··· •• D '• ·., .· .. -; .. > . ----------------------~------~----------------~--~---------, . ~. ~o· .... ., ' Stocks . . 12 shares .American Home Products Corporation· $2.00 Convertible Preferred® 120 7/16 dividend of record 9-14-71- 138 shares Bullock Fund, Limited capital ® 15.05 32 shares Central & South West Corporation common @ 42 3/4 · ·· · -· · · .. · · 6 shares The-Chase ManhS.ttEUi Corpdration capital @ 51 1/16 1,058 shares .Commonwealth Fdisqh Company . · common@ 35.1/4 . . ·· . dividend of ex date 9-16-71 110 shares Duquesne Light Company commbn @ 22 3/8 · dividend of record 9-3-71 42 shares General MOtors Corporation common @ 89 9/16 · 12 shares Kentucky Utilities Company 4 3/4% Preferred @ 66 1/2 .. · · 20 shares Madison Fund, Incorporated common @ 15 1/16 429 shares Northern· Illi'nois Gas Company common @ 27 11/16 Bonds dividend of ex date 9-16-71 . .. 35 shares Northern· Illinois Gas Compariy $1.90 Convertible Preferred'@ ·29 1/2 dividend of ex date 9-16..:71. · 7 shares Reynolds .Metals Company . . · 4 1/2% Second Preferred@ 64 1/4 88 shares Wellington Fund common @ 11.40 . Net investment income distribution dated· • 9-30-71 received as stockhold.er ·or; · ' record 8-30-71 10 shares Westinghouse Electric Corporation common @ 94 15/16 $ 100 f/v United States Treasury. Bond Series ":i'~" dated 8-1-49 due 8-1-59 · $ 1,445.25 6.00 2;076.90 1,368.00 306.38 37,294.50 581.90 2,461.25 45.65 3,467.63 798.00 301.25 11,877.94 190.91 · . 1,032.50 16.63 449.75 1,003.20 9.68 . " 949.38 163.28 "' " -~ . . ·'· . ' Bonds (Continued) $1,000 f/v United States Treasu.cy Bond Series "E" dated 7-1-69 due 5.;.1~75 $ 500 f/v United States Savings Bond Series ''H" dated 11-1-5.3 due 7-1-6.3 $ 100 f/v United States Savings ·Note dated 7-1-69 due 1:1~74 @ 88~12 $1,000 p/v United ·states 7% Treasu.cy Note Series ''D" -1975 dated8-15_:71 due 11-15-75@ 104 interest from 8...;i5-71 to 9-29-71 $1,000 piv United States 5 3/4% Tre~su.cy Notes Series "A" -1975 · · · . · dated 2-15-68 due 2-15-75 @ 99 25/.32 inte~est from 8-15-71 to .9-29..;.71 $1,500 p/v Christ~an & Missionary· Alliance Foundation, Incorporated·, First Mortgage Sinking Fund Debenture 7% dated .3·-15-67 due 9-15...;72 @ 100 interest .3-15-71 to 9-15-71 interest 9-15~71 to 9-29-71 $1,000 p/v Christian & Missionary Alliance Foundation, Incorporated, First Mortgage Sinking Fund Debenture 7% . · dated .3-15-67 due J-15~75 @ 98 1/2 interest .3-15-71 to 9-15-71 interest 9-15~71 to 9-29-71 $1,000 p/v Winchester North, Incorporated 8.4% Convertible Subordinated Debenture dated 12-17-69 due 12-1-94 @ 100 . interest 9-1-71 to 9-29-71 Miscellaneous 1971 Chrysler Sedan One.lot miscellaneoushousehold goods (David J. Wack; appr~iser) · . '• $ 816.00 500~00 88.12 1,040.00 8.56 997.81 7.0.3 1,500.00 52.50 4.08 985.00 .35.00 2.72 1,000.00 6~77 2,875.00 956.50 $100,225.06 REAL EsTATE SCHIDULE . REAL .ESTATE . IN PENNSILVANJ:A · MEMORARDUM OF REAL EsTATE' OUTSIDE THE COMK>lM:ALTH OF PEDSYLV ABIA None None ·I ~-1 '-1 II ·-.' .. --...-\' •' ' .. •' ... ~.. . \. ~~·· ... .'· ... '. G1i;i.l~D: l"'(Jl'Al .. ~~jZ.~~~~ ·~· @J)CL~' 1/l(~kv~.~ e-.."i~a:...,.,~~.-.-.,;.:w.~ ..... t.-.o..c<Jo~ ... •:=.~N<J.Ol".~.:L.....c~ ... ~,..:.a~~~~~.,...ot:'lll~~.t.u~ }~·CJ~f;J,. I-~1~b:Li.G tllllR A. NEWTON, "'nTr.RY PUBLIC PIHSBURGH. ;l.l LEGHENY COUNTY . fl'l>' (,(J;,·,;,.l~S:ON EXPIRES F::B. 2i. 1972 - .. ., '-' l97o~O ... . · r.~.r, '~""""·~,..··,· ~··rl,, fl..! .. ,.... ,...,.,,.,,·~:·.:-· .,l.· .;l.lo'"b ~ """1-~~·, ... t ..... ~~-~-.G:ItJJ·~ 't..1~"'t;-}·JJi. ... J 0 SerB Gr.!~ J\.rKl:l.r1~mr; 0 ,, :alar.rt. top~ ·i'ittt~d ~~t bo'CtC\~11 I( . 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()? 0 c: - -'--(.n :Z:= -(/) ~., r~- z -1 (f) ::u C) rn ,., f11i ... ~ ;;o I ·-- 0 r-co :;;:: 0 CiJ ,.., :;:: 0 7> •• l:J 0 < .:l) :=:= ---I z ;::, I f"' :> .(/) 0 r.::J ...r;::· ., '· .. ~ ·' 1'· .. _·, I I I ' ; , .Register of Wills and Department of Revenue Gentlemen: October 27, 1971 This company has qualified and is acting as Co-Executor of the Estate of Phoebe Dickerman, who died September 29, 1971, a resident of Washington County. The Co-Executor is desirous of securing wai vera in order that Pennsylvania stocks may be sold to provide cash necessary to the administration of the Estate. The Estate is not yet in a position to file the Inventory. ·This will be done in due course, and whatever Pennsylvania Inheritance Tax and Estate Tax is ultimately found to be due wil;l be pa1.d. Therefore, it is requested ~hat waivers pe issued ip:accordance with the attached application. nsu Enclosurer #9219 ; . ... Very truly yours, Ant ony J. 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