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Home My WebLink AboutOC1971-0194 - ESTATE OF BOWERSForm No. RCC-62 (7-69) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961, EFFECTIVE JANUARY 1, 1962. CFILE IN DUPLICATE' WITH COPY OF WILL ATTACHED) & ...3-7 1-/ ft./ OFFICE OF THE REGISTER OF WILLS County of .. ~~~?:~~~.t:<?!J: .......... . . . . . ~J.l~.~~~.P.. ~.· .. ~~~~!=.~ .... · ................... of .~??':. ?.1.' .. ~.~~~.~~Y.~~~~ ~. ~.~: ... ~~.~~~-.... . (Name) (Addreaa) being duly -----~-~~-~~-----------------------·according to law, deposes and says that he is the -------~-<?.~---.v..rv.'V"VV'VV'It"V'v.----------------c,.,.~~:<•"'-'"""'" of the estate of__ _____ ~:r;-~~---~-~!?'~-;:~------------------------whose last residence was----~-~~---~-~--------------------------------------------<No.) (Street) _____ 'Q~_:!:Q~--~9..~:r?:~~-:!:~-------------deceased, and that the whole of the estate of said decedent, who died -~-~!?-~ ____ ?}L--~~-§~ (Cicy, Borough or Township) (Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY E7TIES GIVE NAMES ADDRESSES AND RELATIONSHIP OF OTHER OWNERS Real Estate £~/· Decedent had a l:t:_~~~t~ the'"' following real estate: ALL that certain piece or parcel of land situate in Union Townsn1p, wasn1ngton County, Pennsylvan1a, more part~cu~ariy bounded and described as follows: BEGINNING at a point on First Avenue, common to lands of Soyka and the within described tract; thence by said Soyka land, North 68• 39' East, a distanae of 173 feet to a point; thence by the same, South 19• OS' East, a distance of 40 feet to a point; thence by the same, North 68• 39' East, a distance of 12 feet to a point; thence by the same, North 19• 05 West, a distance of 163.50 feet to a point; thence by land of Henry Bowers, South 73-35' west, a d1stance of 108.50 feet to a point; thence by the same, North 19• OS' west, a distance of 75 feet to a po1nt; thence by the same, south 72• 39 West, a distance of 50.90 feet to First Avenue; thence by First Avenue, south 12• 00' East, a distance of 213.60 feet to lands of Boyka, the place of beginning. In accordance with the survey of L. w. Provost, Registered Engineer, dated July 24, 1947. HAVING erected thereon a two-story frame dwelling. DBV ll47/119 rl~~ ----· Personal Property "-...Y' ~U N 0 N E Estimated Value $ 6,700.00 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. J I ;j Jointly Held Property. (...;. ' • l N 0 N E Transfet·s within TWO YEARS Prior to Death N 0 N E • • • • Estimated ·V~lueo That at the time of death the!e was no safe deposit box regist~r.ed ih 'dec'edenPs indivi~ual na~e, or jointly wit~, 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:- . . . ~. I e ' -. , "' ; NAME AND ADDRESS OF BANK OR OTHER INSTITUTION ' THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDEJi!T RENTED A SAFE pEPOSIT BOX IN NAME OR NAMES ·OF . HOLDERS TO DECEDENT -J • ' .. ' N 0 N E -· . > ' \-. . . ' n - BENEFICIARIES 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 an interest, vested, contingent or otherwise, in estate.) are involved, set OR NO AT DEATH OF IN ESTATE forth this fact.) DECEDENT Phillip L. Bowers son yes ~ui juris sole remainderma n Box 58, Gastonville, Pa. - • . , ..... RESWEN:r' DECEDENT ~--. DEBTS AND DEDUCTIONS CLAIMED • NOTE· List first five items in the spaces so provided, observe notations thereon, and instructions ~~~~~~~~----------~---.-------------DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN ~------~==~~~~~----·----.---------~~~~~~~~----------.-~~~~.--m~EGISTERONLY Edward B. Garry Alter, Wright & Barron OTHER DEBTS AND CLAIMS David Simpson Malcolm L. Morgan Monongahela Mem Hosp~tal David simpson Geraldine Bowers 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 School and Road Tax County Tax Hospital Expense Road and school Tax Nursing Care Total $ 985 Ou $ 50 OQ 131 5.!1 31 T 522 oc I 130 3'; 200 0( 2,050 6~ or less than the estimated amount claimed and allowed. .02 ii.. j) Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any~fee commission oi· debt is greater Sob~•·;lkd an';?n to "'fore m• th;, ......... · ·. · · · · · · · · · · . ~ ~;~ · S6ii. · · · · · · · ...... ~E~~/..tf ·····z~· ·"·n .llo.x .. s.l ..... rs;~;;;N~;.;,;;;················· .. • .... ! • .. ..,. • ·ARY ·P.UBUC· ...... · .. · .... · ................ · Gastonville, Pa. 15336 StT:IEL ?: RK BOR:lUGH, AllEGHENY COIMY Notary Public ................................................. . MY COMMI£SIOH EXPIRES SEPTfMBER 4~ 110. (City or Town and State) Having been duly sworn according to law, I do hereby certify that the above appraisement is made in conformity with law on this ............... ~ .... dayof ....... /)7trl1{ .. ~ .............. 0.j]J1~9;:! ~ . (} , ···············~--,~········~······~~ In the event that any futu1·e interest in this estate is transfened in possession 01· enjoyment to collateral heirs of the decedent afte1· 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 REGISTER OF WibLS I, the undersigned duly elected Register of Wills in and for .......... L{J. ~ ...... County, Pennsylvania, do respectfully report that I have allowed debts and deductions in the amounts claimed by depon nt, exce t as to hose items where a greater or lesser amount is set forth in the last column to the right in said schedule above, which greater or lesser epresents the sum allowed as a deduction. Dated: ...... J'.~~:-:.7) ........... .'............. ~ .. (.L. .. ~ ........ . Register of Wills -! ~.i • # Form No. RCC-62 (7-69) Will Administration } No. · · · . . . . . . . Year ..... IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF FRANK BOWERS Deceased Late of .. P.l?-iP.l1. 'l'.Q\'YP.f!Q;i.P. .......... . County of ... ~~-shington ........................ Commonwealth of Pennsylvania REPORT AND APPRAISAL I \ ---~·.: -.....-;;:r;;Xl (f) 0 c ----(I! ::: (_;') (rJ Z -j ~~n c; J rn ~-· --l ;:-' -C) ~ C" ~ -:!; ::::: .., --.l -- -n rn c:' . -"'-) _d -o -(~ -~-... --....... JOiffi ~~:,::cAW-"J;;I ~ ~- c::f!.[teot ~lr{hhif.V !Ba~ 1100 Union B,.nk Bldg. u..J Pittsburgh, Pa. 15222. '231-2211 --r· ' ;-!·j i.::; u . ' . ·-it ' ft .'f. ~ '- -:... .:·...- .,,·:.. <> ~ -. '• :\ ''- \\ RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Phillip L. Bowers-Informant IN YOUR REPLY PLEA8E REP'IER TO In Re: Estate of ________ ~F.rsa~nwk~B~o~we~r~s~----------------- ------=W~a::..::s:..:.hi=·~ng~t,:::;on~----County -File No. 63-71-194 Dear Mr. Bowers, You are hereby notified that the original appraisement in the estate of Frank Bowers . has been filed in the office of the Register of Wills qf tvashington County on March 3 , 1971. Said appraisement reflects the following valuations: Real Est ate _____ 6~.~..~7~0:..=:0:..:•..:::0..:::0 ___ _ Personal Property __________________ __ Transfers------------~--------------- Total --------------~~6~1~7~0~0~·~0~0 ______ _ 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 (8%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ____ ~~~~~c~h~3~~-1=97LU1~------Signed~~~ Title ALFRED TOSI, CHm' APPRAISER DATE OF DEATH: February 23,1969 Note: This is not a bill. I 6,100.00 Z,050.68- .4l649JZT .00 T 985.00 50.00 131.54 3 1 .77 522.00 13037 200.00 2,050.68T R C C-39..( 5-68) "COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of Bowers (Last Name) Erank (First Name) DATE OF DEATH __ 2-_2....::3~-~6.:..9_FILE NO. 63-71-194 (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington 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 i tern in the last column to the right in Schedules "A", "B", "C", and "E". Dated: -~3:o...-_..3:_-_..7=1'-------- REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for Washington 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 " ater or lesser amount represents the sum allowed as a deduction. Dated: _.::_3_-3::....-....:7~1 ______ _ INVENTORY VALUE AS APPRAISED VALUE AS REAPPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) $ $ __________ ~---o.·ruu uu TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or 649 32 annuities . . . . . . . . . . . . . . . . . . . $ _____ ___. __ ESTATE TAX ASSESSMENTS $ _____ J..__ 6,700 00 2 0'50 68 4~649 32 FOR USE OF REGISTER ONLY COMPUTATION OF TAX :----_ 278 t-..9L Tax on$ 2% Tax on $ _____ .....,L..._,....,.. 6L, q..Li-~"""1:2..__@) Tax on$ 5% $------------4---- Tax on$ 10% $ ____________ -4---- Tax on$ 15% $ ______________ ~--- Exemptions * Total Estate---------------~----- TOTAL TAX $--------------L-- Less tax previously paid $=======4== BALANCE $------~- Less 5% of tax if paid within 3 months after death $=====~== Add interest at rate of 6% from --------to -------- AMOUNT OF ESTATE TAX ASSESSED $------+-- Estate tax paid $ _____ ____.J __ (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. BALANCE DUE $----------~---- Add interest at rate of 6% from ----------~0-------$-----------4---- TOTAL TAX BALANCE $ -----------+---- PAID $--------~--- FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. Will Administration t No. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF .. f.R.I\.N'K BmVERS Deceased Late of. UNION TWP. County of W.ASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ' 'f - Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE ...... Mar.ch . ..3.~ ..... 197l ...................... ·············· .. DEPARTMENT OF REVENUE 6 ~ RESIDENT INHERITANCE TAX COUNTY ...... Y.!~.~!.l.:.\:P.:g~-~!1 ............................. ~UR~AU OF COUNTY COLLECTIONS ············ ~ 17121 APPRAISEMENT FILE NO. ............ ?2=.7~::::~?.!± ..................... _, .................. HARRISBURG, PENNA. Whereas, ................................................ f..r..®..~ .. ..l3..9.W~r..~ ........................................................... late of ............................ lJ.D:;$,.9.J:L.:r..<:>!m.1?.l:P.:P ................................ in the County of ............................................. W~.~.t4..m5.'t..9.n. ........................................................ Commonwealth of Pennsylvania, having died on the ................................... ?.?..~ ................................................. day of ........................ .f..~P.r.w.rrY. ........................ 19 ...... 9..9, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ALFRED TOSI 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 Purpoaea $ 'RRll. T .'T'V •· s:ee copy of description attached to appraisement 6 .700 00 total 6. 700 00 Having been duly sworn according t«? law, I do h~reby certify that the above appraisement is made in con- formity with law on this ...... .~ .. day of ....................... ···~·······~···················· 19#;. .......................................................................... ~ ...... ~····· Appra· r ............................................................................................... ....... .......................................................... .& (Number and ..s.treet) .................................... ~ ......................... , Penna. (Poat Offiee) WASHJNGTON. County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of . ........... H .... FRANK. BOvmRSH ____ . Deceased. Late of . UN.ION. .. TNP. ....... H••········· ············••H•••••H-·H•H••······· Date of Death, ····H·········--~~-43.:~~~99 ........................... HH······ Appraisemel!t Docket Vol., ····H-~.i. .... HH .. H ......... HHH. Page, /il..=.f ......... H .. No. --~---.. §3..::7J:::-194 Filed in Register's Office, ...... ):1~_C!.h .... ?.: .... 19 .. 7~-- Amount of tax due, $ ................... H ............ H ................................ . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal j1'om Appraisement, Entered and charged,