HomeMy WebLinkAboutOC1969-1209 - ESTATE OF SWEETIEI •
of
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PRONTED AND SOLD BY '· .. WELD~l...::.ft .: . .!. !i~t PA I J
JLast Will anb e~tament
~ Stella Sweetie
Midway Boro. , County of Wush..i.ngton
and State of Pennsylvania being of sound mind and memory, do hereby make,
publish and declare this to be my Last Will and Testament, in manner and form following, hereby revok-1
ing any will or wills heretofore made by me. . I
. First. I direct that all my just debts and funeral expenses be fully paid and satisfied, as soon as 1
conveniently may be, after my decease.
Whatever money shall remain after all property and household
furnishings are sold,along with balance remaining in my checking
and savings accounts to be devided equally , share and share alike
to my five children.
Two items to 'b-e set aside from my estate,as listed above;
A Water Pitche-r Set (not described) I bequeath to my daughter Joan.
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I ! I My personal watch (not described) I bequeath to my daughter
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StellaJ
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>-/ -· '_/ / --..
THOMAS WEIDNER, Justice of the Peace --..... ---~-~---~;-----------~-7-
Midway, Washington County, Pa. ~ / /y J1
My Commission Expires Jan. 5, 19i]' · pr /_,.,-1 ~ :.,-j~ ' /)~ ~ ~ ----~~ ~'t!~"VH_ pf/1 2,. v /.tJ_, _/ / -------------------------'·;;;;;;_ .... ~-/--u::.i:..:...~~s--t:::_!.,..t~bb':J!:" ..
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I do hereby make, constitute and appoint Willia..m Sweetie (my son)
to be my execut er of this my Last Will and Testament.
~lt ~ihres!O ;t'ill1.er.eo£, I Stella Sweetie the Testat
above named, have hereunto subscribed my name and affuced my seal, the / (:Yi!< 1
day of j· 'c: { fc:/ . ----·· I-, ___ /
oi i / ~ 'J
in the year of our Lord one thousand nine hundred and 0 rL/
.:.~:' .. ,.,;:::.(~~---~----"-~~---··········-: .. ~:: ..... : ........... ~~-~---········ ~
Signed, sealed, published and declared by the above named Stella Sweetie
of 201 Dilly Stco Midway Boroe -, as and for the Last Will and Testament,
in the presence of us, who have hereunto subscribed our names at her request as witnesses
thereunto, in the presence of said testat Stella Sweetie , and of each other.
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Jointly Held Property
Bank' Accounts held jointly in names of Mrs. Stella Sweetie or
Estimated
Value
William M. Sweetie.
1.
2.
$1,974.15
723.60
3. Checking Account
Tax on these accounts paid on 11/13/69 at discount in amout of $ 76.68.
'ransfers within TWO YEARS Prior to Death
None other than Bank Account Nos. 2 and 3 above.
!; That at the time of death there was no safe deposit box registered ih decedent's individual name, or jointly wit~, or as agent or deputy of
hother, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:-
11
!~ NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN'WHICH DECEDENT' RENTED RSAFEeDEPOSIT BOX ' ~-,----,-,_~IN-N:A:ME-OR NAMES OF HOLDERS TO DECEDENT
.....
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1.~1111:
II
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BENEFICIARIES
I,
II BENEFICIARIES AND ADDRESSES
RELATIONSHIP SURVIVED AGE OF LIFE
(If step-children or DECEDENT TENANTS OR INTEREST OF
.State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY t interest, vested, contingent or otherwise, in estate.) are involved, set OR NO AT DEATH OF IN ESTATE I -forth this fact.) DECEDENT
1. William M. Sweetie son
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yes one (1/5) fifth
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Box 92, McDonald,Pa.l5057
2. John M. SWeetie son yes one (1/5) fifth
II
11 :sox 6, Lang1oth, Pa. 15054
a . Lois Dancer daughter yes one (1/5) fifth
II
3992 Broadhead Road
I A.L.L'{U.Lppo, rA. .LJUV.L
I r· Robert weetie son yes one (1/5) fifth
II 206 Forest Avenue
y ........ ..... .,.._ 1ftftftft ".&..&..&.UW U.&.UVII:t rae.&.7V7V
5. Joan Merryman daught;er yes one (1/5) fifth
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II 201 Dilly Street
II Midway, Pa. 15060
·-· 1 .. ,_!1 ! •
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. RCC-02 ,,_,., TIDB 1'01111 aEQUIBml IN ALL EBTATEB wrrH GROOS .............. "'·"'• UNDER...,..,.. m OF M1r OF""""<<-·. ~
IA~UARY,l• 1982. (FILE IN .DUPUCATE WITH COPY OF WILL ATTACHED)
OFFICE OF THE REGISTER OF WILLS
Washington *' William Sweetie County of .......... Box. 9.2, . .Johnston St., McDonald, Pa.
. of .................. ·u.w·~.:•toi:' ................ . ···········worn·······<N~,···················· · ~
being duly ---------scella-·'Sweel:(~coraing to law, deposes ana says tt.t he is tt.fonnitoiiii;s\:j,iii~.-E(c~f---------------
f ---------------------whose last residence was ------------------------------Si~Der--7·----1969 of ~ti)ti_a!(t----------·------------------------· (No.) -¥--t
.deceased and that the whole of the estate of said decedent, who died ----------u;;;(.;,-------------
-----------{ciiY~-Boro~h~;--ro;;,·s-hi'Pi·---------'
consis~ed of:
REAL PROPERTY
RTGAGE ENCUMBRANCES UPON EACH PARCEL AT DSATH OF DECEDENT,
REAL PROPERTY IN PENNSYLVANIA. WITH STATEMENT OF EMN~RETlES GIVE NAMES ADDRESSES AND RELATIONSHIP OF OTHER OWNERS.
WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY • •
0
rryman an rryman on
for $4,000.00.
Personal Property
Kenmore Gas Range (10 years old) $10.00
Bed and dz:esser 20.00
[itehen table and chairs 5.00
Watch -Less than inch in diameter
Water Pitcher Set of pitcher and 8
treet.
a.
Estimated
Value
$119.00
NOTE: You may expedite the processing of this return by filing with it, and as a part of the return,
letters from financial institutions or mortgage holders, certifying to amounts on deposit or owed by the
decedent as of the date of death. Such letters must be signed by a responsible officer of the financial
institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's
account at the date of death and the type of account, account number and the exact name or names in
which the account is registered.
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Form No. RCC-62 (12-66)
Will Administration ~No .• · ........ Year .. · .. .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
·Stella Sweetie ....................................... Deceased
McDonald Late of .................................
County of ... : . ~~~A~~gton ................
Commonwealth of Pennsylvania ., '-i-:
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:?~ ;:J ~--. ~::::.~ :f'"'t'; ........
(f'j ~--) ~= .. ~~-.,
REPOR!<F ;t,\;ND APP.R'A.ISAL :.:!: -=~ '·~_.-: ~--~
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Kim Darragh., Esquire
1901 Law & Finance Building
Pittsburgh, Pa. 15219
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JS~~~tTfi~~t~:~~he spaces so provided, observe notations thereon, and instructions. -----~N~A~T~U~R~E~O~F=S~A~M~~E~~:~:~~~~=~==~~~:¥~O~U~N~!T:=J:--~--------THIS COLUMN
EGISTER ONLY
OTHER DEBTS AND CLAIMS
Suburban General Hospita
Howard Elstner, K. D.
G. F • Hinkens M D E , • • vangelistic Services
John D. Woodward, Record
Kim Darragh, Esquire
Rotary Public
West Penn Power
Midway Telephone
Columbia Gas of Pa.
Funeral expenses paid
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses *
Counsel fees *
Fiduciary commission *
(*) See Note below
Mectl.cal Bill
Doctor Bill
Doctor Bill
Prayers and services for dead
Transfer Taxes on sale f
Realty 0
Preparation of Deed and closi
Acknowledgement on Deed
Electric Bill
Telephone Bill
Gas Bill
$
44 00
136 00
107 00
100 00
80
25
1
4
4
4
Decedent was living w·th William Sweetie her exemption claimant at the time of her de~th. son and family
Total
$
Note: "I;_he estate_ agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission or debt is greater
orJess-th~n the estimated amount claimed and allowed.
~ -~~~ ~ ~": ;..o:_"-~;~"'-:~ ·~?.:
.· ~,'s'~bscl:ibed and ;;_vorn':to before me this ..................... .
~ : ; &~L :"~·) T-\ 1J~ 7/ .-;7.~: ........... : ... )'·.-. jday of .. ·; .... 7" ....... , 19 .. ..
'···~uto(J;~~?t-<. ....... . • ••••••••••••••••••••••••• 0 ••••••••••••••••••••• 0.
(City or Town and State)
Pittsburgh, Allegheny County, Pa.
My Commission Expires April 29,1974 Having been duly sworn according to law, I do nby certify that the above appraisement is made in conformity with law on this
..................... $d ..... day of . .. .. . . .. . ................. 11 l".l.i//A: I J -n .......... ·V f"" .--.-.-.. V {)4..LJ .. (»1}!J:::W-·
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the
expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer·inheri-
tance taxes at the lawful collateral rate on any such future interest.
REPORT OF THE REGISTE OF W,ILLS
I, the undersigned duly elected Register of Wills in and for .... W. . . . . . . . . nty, Pennsylvania, do respectfully
reporl that I hm allow.d dobU ~d doduotiona in tho amounta olaim.d by doponont, x~ "to tho" item whore a ,,,,.te," '""'amount
is set forth in the last column to the right in said schedule above, which greater or lesser amolnt re re he sum allowed as a d~ductJOn.
Dated
. ~-•Lj-7j ············· .. ~.\, ... ~~·······
· · · · · · · · · · · · · · · · · · · .IX.9.<% · · · · · · · · · • · · · · · · · · Register of Wills
____________________ ...........
R C C-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
IN YOUR REPLY PLEA8E
REFER TO
In Re: Estate of ____ ~S~T~1~~I~.I~.A~·~f~)1~Jf~i:ET~·~-wrr~·: ________________ ___
______ ___.J,:..<JAl....f . ...ttJ.JfiL.JJN~G""'r..uowN~.--______ County -File No. 6;3-69-120$
Dear l{r. Sweetie,
You are hereby notified that the ____ ~o~~~i~g~i~n~a~J _______________ _
appraisement in the estate of _____ ~s~T~;;~'J~T~A~s~~.~f~'E~~~I~F~·---------------------
has been filed in the office of the Register of Wills qf VTA~PHIC'l'ON
County on ,Jlll;y 22 , 194J.. Said appraisement reflects the
following valuations:
Real Estate --------~4~,~o~oo~.~o~o~---------
Personal Property ___ ~J~1~9.-~o~o ____ __
Transfers __________________________ ___
Total ----------~~,~,~J~l~9~ • ..uo~o~-------
As to such tax that is paid within three months from date of
death, a five (5%) percent discount is allowable. As to any tax that
remains unpaid after one year from date of death, interest at the rate
of six (6%) percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date __ ~J~u~l~y_£2~2~1 _J~9k'~71~--------
DATE OF DEATH: September 7, 1969
Note: This is not a bill.
Title AI.ERf'.D 1DfH, Ar'~1IFISFJt I
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RCC-39)5-68)
~ COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX SUMMARY
RESIDENT DECEDENT
Estate of S~JEETIE;
(Last Name)
STELLA
(First Name)
DATE OF DEATH 9-7-69 FILE NO. 63-69-1209
(Initial)
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_.:..:~J:.:A.::.S.:..:Hc=I.:..:N=:G..::..T..::..Ol:::.~-------
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: __ _.,..._IJ'-'-1 J.._,yil'-'2""'2""+'1 1 .... '!7~1....__ ___ _
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for t<IASHING'I'ON 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", whic er amount represents the sum
allowed as a deduction.
Dated: --~Jul~y;r,_._::2~2..,,'-"'=l-'97Lll=-. __ _
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)
Cb~AR VALUE OF ESTATE
'~llQ::~i~
l,li$·' i51-: l,J:i5 51~
Valuati~n of life estates or ~··: . :~:,! annutt1es................... $-------+---
~
EST ATE TAX ASSESSMENTS $ ______ -L ___
FOR USE OF REGISTER ONLY
Tax on $ 2.'lo_.~
Tax o&' $ .. ~-~,t._,' ______ ~,~·'J.._I.1;,~;,..,L"i-•. -t, ...... ;,.lM.."il_ ('6%=)
Tax or($~<:c ·'' "5o/o
Tax on $ __ _..::,··--------4--
Taxon $ __________ -t---
10%
15%
COMPUTATION OF TAX
$---------~~~~ 66-· 9J $---------~~~~~---$ ___________ -4---
$ _________ -4----
$ ________ ~---
LL{o ,.~
VALUE AS REAPPRAISED
$ ________ ~---
Exemptions========l==
Total Estate _________ -+---
TOTAL TAX
•
$--------------~---
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid $========+==
BALANCE $---------+---
Less 5% of tax if paid within
3 months after death $=====~====
Add interest at rate of 6% from
-------to -------
AMOUNT OF ESTATE TAX ASSESSED $----~-----4----
Estate tax paid $ _____ ---J'----
BALANCE DUE $ __________ ____~. __ _
Add interest at rate of 6% from
----------~10--------$-----------4----
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.
Will
Administration ! No.
IN THE
Year ........... .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
. STELLA .. S\·ILET I.E ..
Deceased
Late of . . .. f.UD\'iAY.. ·
County of HASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
·' '
~
Fonn RCC-2 "
' COMMONWEALTH OF PENNSYLVANIA DATE .... ~~ ... ?.~.~ ..... ~?.'!~ .......................... ............... . DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX \'JASH1NC'I'ON ,. • COUNTY BUREAU OF COUNTY COLLECTIONS ............................................................................... ............... .. APPRAISEMENT 63-69-1209 HARRISBURG, PENNA. 17127 FILE NO. ··········································································•···· ···············
Whereas, ............................ S.TEUJt .. S.kiEI~T.lE ....................................................................... late of MIDWAY ···························································································· .................
in the County of ........................................... J~A$H;I;NQ+.'9N ....................................................... Commonwealth of Pennsylvania, having died on
SEPTEMBER the ....................... a.ev..e.nt.h ................................................ day of ............................................................................... 19 ... 9..9.. seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ................ ALFRED ... T.O$..l ................................................................................ , an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix
the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future Interest.
' Unit Appraisement
Description of Asset Values Made for Inheritance
Tax Purpoaes
$
I
HV.Al'.'Y'Y•
See t>..onv attached to annraisement 4,000 00
PEH.SONAL:
i See ~onv attached to anpraisement 119 00
I
·.
' I total 4,119 00
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Having been duly swo.rn according to law, I do hereby certify that the above appraisement is made in con-
formity with Jaw on this c;.22.c/ day of ~'':-:(:~ ceij!;;~;;;; ~ ;.~=i~;
Appraiser
·············································································································· ·································· .............................................. c:,G./~u;?~-:~z~~.Y. ............... Penna.
·-.... -
........... vJAS.HINGTON .... County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
......................... STi-\LI.tt······ &h'l.Z'l'IE. ...
Deceased.
Late of
........ MIDWAY ............................................................... .
Date of Death, .............. 9.,..7 .... 69 ............................................. ..
AppraisemeHt Docket Vol., ............ 3-g .................................. .
Page"J-8~4 ..................................... No. . .. 9.J.::f>.~J:?9.9. ........ .
Filed in Register's Office, .... Jul:y. ... 22 ............ 19 ..... .71
Amount of tax due, $ ................................................................... ..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appra.isement, .................. ..
Appeal from Appraisement, ,. ,
"'' Entered and charged, ••
"'
I Fonn RCC-2
I
. COMMONWEALTH OF PENNSYLVANIA DATE November 13 1969 • . ........................................................................ ?... ................................
I
~ DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX WASHINGTON
BpREAU OF COUNTY COLLECTIONS COUNTY .................................................................................................... . APPRAISEMENT FILE NO ............... § .. 3.::.§ .. ~.::1 .. ?..9...~ ...... -......
I
HARRISBURG. PENNA. 17 12 7 ·················
Whereas, ................. §.T.~.~.1.A .... .§1~WI.' .. !~ ............................................................... ::r. .... : .. late of ....................... }~P?.W.AX. .............................................................
in the County of ............. ~~-~-~!..~.~-~-~-~····························································· ................... Commonwealth of Pennsylvania, having died on
the ................................. .7..t..h .................................................. day of ............................ § .. ~.P:t..~~P.~T ............. 19 ... ..9.~, seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, .................. J:Y. ..•..... .R ........ C.HA.N..E.X.. .............................................................. , an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix
the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unit Appraisement
Description of A&&et Values Made for Inheritance Tax Pur poles
$
JT. HELD PERS.:
Jt. Bank Acct. #23894 held in the PITTSBURGH
NATIONAL BANK, McDONALD OFFICE, McDONALD, PA., in the
names of MRS. STELLA SWEETIE or 'VILLIAM ~f. SWEETIE.
Opened 12-6-65. Balance as of date of death, $3,948.29
One-half taxable 1,974 15
Jt. Checkine: Acct. #73-427401 held in the UNION
NATIONAL BANK OF PITTSBURGH, PITTSBURGH OFFICE, PITTSBt RG,
PA., and a Jt. Sav. Acct. #73-013366-7 held in the a an e
bank, in the names of STELLA SWEETIE or WILLIAM M. S'VEE TIE.
CHG. ACCT. OPENED 5-12-69 and Sav. Acct. opened 5-19-6( .
Balance as of date of death, Chg. Acct. $2,156.16 and
Sav. Acct. $723.60 Fully taxable 2,879 76
Total 4.853 91
Having been duly sworn \~orging to law, I do hereby certify that t~ above appraisement is made in g~n-
forrnity with law on this ........................ ~ .................................... day of ....... _:·.·.:·.·.·.·.:·.:::·.:::·.:::·.·.::·.·.::·~:~:~:~=::::~:~.·.·./f?...·;f"_j;~····_ .. :;_·;·::;h~~H .. ·.·~·.·.·.··.·.·.·.: ();.. .. ,
................................................................................................................................. ·····················
{ lC umber and Street)
........................................................................ W.ASHING.T.ON. ..................... , Penna.
(Post Ofllee)
... WASHJNGTQN. County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
STELLA S\VEETIE
Deceased.
Late of
:MIDWAY
Date of Death, ........... S.e..pt.e.mb..e:r .. .7.., .... l9..§ .. Q.
Appraisemel!t Docket Vol., 38 ,.
Page, No. .6.3,., 6.9.~.~20.9
<(
Filed in Register's Office, .. No,v ...... .l3 ..... 19 ....... 69
Amount of tax due, $ ................................................................... .
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo,ut Appra.isement,
Appeal f1'om Appraisement,
Entered and charged,
..