HomeMy WebLinkAboutOC1971-0407 - ESTATE OF SOWERS.....n-a-.,/
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I,CLAIRE M.SOWERS of the 30rough of East Washington,
Washington County,Pennsy.lvania,being of sound and disposing mind,
memory and understanding-,:do hereby make,publish and declare this
as and for my Last Will 3ndTestament,hereby revoking and making
void all other wills,co:iicils or t03stamentary writings by me at
_any time heretofore made~
FIRST:I direct that.all my just debts and funeral expense
be paid and discharged as soon as c-Jnveniently may be done after my
decease.
SECOND:I direct that all taxes of the kind and nature
commonly known as death l-axes,incLlding.inheritance,legacy,trans
fer,succession and estate -taxes,State and Federal,be paid out of
my gross estate after thE;deduction of the expenses referred to in
the preceding paragraph.
THIRD:I give ar:dbequeath the sum of Twelve Thousand
($12,000.00)Dollars,to my daughter,JANIS SOWERS HESS.
FOURTH:I give -4nd bequeath the'sum of Eleven Thousand
($11,000.00)Dollars,to my daughter,.PHYLLIS SeWERS WEBECK.
FIFTH:I give,devise and bequeath all the rest,residue
and remainder of my estate,real,personal and If_ixed,of whatsoever
kind and nature and wheresoever Situate,of which I may die seized
or to which I may become entitled,in equal shares,to JANIS SOWERS
HESS,PHYLLIS SOWERS WEEECK and DAVI))M.SOWERS.,
LASTLY:I nominate,constitute and appcoint,PHYLLIS SOWERS
WEBECK,Executrix of this,my Last Will and Test;ament,and hereby
direct that my Executrix shall so act without posting bond.
IN WITNESS WHEREOF,I,CLAIRE M.SOWERS,the Testatrix,have
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hereunto set my hand and seal to this,my Last W:.ll and Testament,
this ---4-'--
,1968.'
...
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Claire M.Sowers
I .••·
The foregoing instrument,consisting of two pages,each bearing the
genuine s'ignature of the Testatrix was c.uly sign03d,sealed,publish
ed and declared by the above-named Test~trix as ,lnd for her Last
Will and Testament,in ·the presence of us,who at her request,and
in her presence,and in ~ne presence of each oth~r,have hereunto'
subscribed our names as witnesses thereto•.;
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Form RCC-~3
RESIDENT DECEDENT
CO"'MONWEALTH OF PENNSVLV.~NIA
DEPARTMENT OF REVENUE
BUREAU OF CC'UNT\'COLLECTI::>NS
COUNTY OF W.A.$ij.lNG.T.Q.N..
HfPORTANT:This return must be cOr:!pleted in detai!l and filed in duplicate,with will attached,with the'
Register of Wills of the County where decedent resided;Return is due within one year after
date of death,unless an extension is granted by the.Secretary of Revenue.(Section 703 of
the Inheritance and Es~ate Tax Act of :961.)
...........CLA I;~..~:::;~~.;~~~E~T_~~E OF };:~;UA:~:OF
(State full name of decedent)
Late of W.a.shington.......County ABDIlNiS'l'ltti'6It
::.:.~-::::::::::~:~~.~-_}n,
..............................PHYLL.lS ~OWERS W.EBECK.~.,,.,..
of the estate of the above-named decedent being duly sworn,d~pose S and say S
Executor
Decedent died ....Apx..il .1.....1971 {'te,tate leaving a last will,copy of which is hereto attached.}
(Month)(nay)(Year)in".estate
.othe:aam:t:::i:::r:::r:fse:tttao;:::::}Ri,(:bardG.Miller,.Jr....
whom all correspondence should be 41'iWashington TrustBuildjng,Washington,Pa ..
mailed.
That as such _deponent is familiar with the afhirs of said estate and the property con-
(Ex"clItor-Administrator)
stituting the assets thereof and their fair market vahe.
That at the time of death there w:ts no safe deposi:box :.'egistered in decedent's individual name.or jointly
with.or as agent or deputy of anoth:lr,or in decedent's individual name,with right of acces's by another as agent
or deputy,with the exception of the .following:-
NAME AND ADDRESS OF BANK OR OTHER IN~TITUTION
IN WHICH DECEDENT RENTED A SAFE DEPCSIT BOX
(Wa~hi
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
THIS SAFE DEPO~IT BOX RENTED
IN NAME OR NAMES OF
Mrs'.David Sowers
Office)L
.Pit:
.Ito:v')
That the contents of saie safe deposit box or boxes are itemized under Schedules of this
return,with the exception of the rollowing,for tle reasons hereinafter set forth:
That Schedule A attache.l hereto and mace par:.hereof set;forth full v and in detail all the
real property in the Commonwealth gf Pennsylvania <)f which decedent .tied having an interest therein.It
also sets forth the mortgage encumbrances upon eac~parcel of real p~operty at the date of death,giVi~g
the amount still due at death,name of mortgagee,date,rate of in ~erest,and book and page of record
thereof.It also sets forth in the columns provjded therefore the asse~sed valuation of each of said
parcels,the estimated market valUE thereof as of cate of death of delledent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent
at the time of death,whether in d~cedentls immedi!ite possession,stmding to decedent's credit in banks
of deposit,savings banks,trust c.)mpanies,or 0 th3r ins'titutions,w'~ether individually,or in trust for
any other person or persons giving also separately the accrued 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
in all other cases;all bonds,postal savings,treasury certificate~or notes and other evidence of in-
debtedness of the Uni ted States tc the decedent;!ill ol:ligations,whether by statute or agreement they
are designated as tax free,of the Uni ted States,or an?state,or pot'l'H(!IUif('&'ulfd'iV'.i'SihB ~tner"'eof,or of
'Y'·,,-W\1>"~l'\!\',lt"'l"1 P~"'''t''':'''~'''any foreign country,which are own~d at the time 01'death;all wearing app"8:rel;"':JieweIry,"si'1ve'rware,pic-(\,;1 ,:Of Jm';:,\f.jlijClll''j )\[l !i:l~~"'.'""tures,books,works of art,houselt..old furniture,horses,carriages,t~':.twvs>~\h1.G~'...bo~,t~,and,~~y and all
other personal chattels of whatsoever kind or nature,le:'t bydecedent,together with the fairly estimated
market value thereof;all bonds and mortgages held by d~cedent and of all claims due and OWing decedent
at the time of death,and all·prorrissory notes or other instruments in writing for the payment of money
of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giVing the face
value and estimated fair market vaUue thereof,and if such estimated fair market value be less than the
face value,it sets forth briefly the reasons for such depreciation as to each item;all moneys payable
to the estate from life insurance polici'es carried by d~cedent;all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment 3ecurities owned by the decedent at the time of death,with the market
value thereof at such time.
~~J/A',fJI~--~..···..·..(lJl(E~~~~ri~···~·..M ..
.....7..L.in.de.n St.r.e.e.1 ~.
(Street Number)
.....~.~.*s,;.Yi.Q.~.:t.h ..L P.~~J,.!?.~.~.l .
(City or Town and State)
·,
In the case of securities of close or family corporations,the values reported are as far as
possible substantiated by financial statements of the corporations,showing the assets and liabilities
thereof as of the date of death.The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business,and in support of the value of such interest there is annexed to
said schedule,financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business,its location,and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted.It should also set forth in itemized form,together with the fair market value
thereof,any other property owned or bequeathed by the decedent at the time of death..
The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's
death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or
after death,said schedule sets forth the nature and value of such property,to whom transferred,'the
relationship of the transferees to the decedent,the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a COllY
of the deed,trust agreement or other instrument creating the trust.Thert~is also set forth in said
schedule a list of all property,real and personal,with its value,which passes at decedent's death by
virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint-
ment vested in decedent,either individually 0.1'jointly,by the .will,deed,or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death,the nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement shoWing which of the beneficiaries named in the decedent's will,if any,died prior
to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary.
That Schedule E attached hereto and made a part hereof sets forth all property,real and per-
sonal,owned by the decedent jointly wi th another or others,includin.g intangible,standing in the name
of the decedent and others,plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty,plus the name,address and relationship,if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid;
family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of
death;taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A","B","C","E",and "F"as directed therein,
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this 2.~l.]{::.t...
..............................................day of 2:lJ~19..1..2 .
~£~=",COMM1SSIOII ElIPi.APlII.12.1975
Member,Pennsylvanla AssqcldlonaU'.....
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None",and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business,that the
data and statements required under the paragraph above relating to Schedule "B"are attached.Also make
certain that column #1 in the "Summary"has been properly completed as above-directed.
,....
SCHEDULE "A"
REAL PROPERTY
",',
RCC-34 (1-64)
COMMONWEALTH'OF PENNSYLVANIA
DEPARTMENT OF REVEiNUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
Real property in Pennsylvania,wi·h statement of rrortgage encumbrances upor each parcel at death of dece-
dent.Where property held as joint tenant or tenancy by erItireties,report on Schedule "E".Property held by
the decedent as tenant in common with another or ethers,should be id·mtified as to quantum of interest and
the estimated value should be that of the decedent1s inte"est only.
The reol property located In the Commonwealth ..f Perlnsylvanla shoJld be (1 )(2)(3)
described by lot and block number,street and st:'eet number,together wi th DEPARTMENTag'eneral de'scrlptlon of the property,with a reference to the record )f the ASSESSED {ALUE VALUATION
conveyance by which the decedent took title;if D farm state number of a·FOR YEAR OF ESTIMATED CAUnONcres;also statement of mortgage encumbrances 'JpOn each parcel at ~eath DECED'E -IT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Inte'lest on mortgages,e'c.,are DEATi In this space)to be listed on Schedule"F"and must not be deducted from this sdedule.
N 0 N E
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Insert this total opposite "real property",Schedule "A"in the X X X X X
"As Reported"column on the last page of this return.
RCC,-35
COMMONWEAL~H OF PENNSYLVANIA
TRANSFER INHERITANCE,TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSO~AL PROPERTY
INSTRUCTIONS:This Schedule must d~sclose all tang~ble arrdintangible personal property owned individually
by the decedent,at the time of hi&death.Proper~y owned by the decedent jointly with another or others
must be listed under Schedule "E~.Inta~gible personal property,titled in the name of the decedent,but
payable at death to another or oth.,rs,including b.t not limited to F.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listec,despite the fact that they are ~ot of the administered estate.
Tangible personal property should be listed first (e.g.~ewelry,wearing apparel,household
goods,and furnishings,books,pairtings,automobiles,beats,etc.)
Intangible personal prop':!rty,such as bends,treasury certificates,cash on hand and in bank,•stocks,'mortgages,notes,together with accrued in~erest or dividend~,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership inte~ests,interest in any undis tributed
estate of or income from any property held in tru~t und~r the will or agreement of another,even though
located outside of the State,at t1.e time of deatr,ShOLld be listed in this schedule.
--...,.--_._-------------------.....,.----,...------.,...--------
Item
No.
1.
ITEM
List and describe fully
Traveler's checks,Anerican Express
UNH
VALIlE
ESTIMATED
MARKET VALUE
$110.00
DEPARTMENT VALUATION
(Do not write in
this space)
"0 /I (),()()
2.
3.
Proceeds of life insnrance policies on
deposit with North~estern Mutual Life
Insurance Co.,policies Nos.2773f12,
2773513 and 2773514,payable on death cf
Claire M~Sowers to JaniBe S.HesE,
Phyllis S.Webeck,and David M.S0wers,
respectively,
Furniture,etc.,100.00
Insert this total opposite "Personal P'operty",Schedule "B"in
the "As Reported"column on the last plge of this retu~n.
x X $7,019.63
/)
RGO-36 .....
COMMONWEALTH OF PENNSYLVANIA..
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
.SCHEDULE '·c"
TR..A.NSFERf::
(1)Did decedent,within two years :>1'death,make any transfer of any material part of his estate,without
receiving a valuable and adequ~te consideration therefor?(Answ€r yes or no)No I
(2)Did decedent,wi thin two year3 of death,transfer :Jroperty from himself to himself and another or
others (including a spouse)in joint ownership?(Answer yes or nQ)No
(3)If the answer to (1)or (2)abe,ve is in the affirmat=-ve state:
(a)Age of decedent at I.ime of transfer _
(b)State of'decedent's health at time of mak::ng the tram:fer.(Note 1).
(c)Cause of'decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of ::>roperty witr'out receiving a valuable or adequate
consideration therefor which w~s to take effect in p.)ssession or enj o;yment at or after his death?
(Answer yes or no)No
(a)Was there any possibility that the property transfer:'ed might return to transferer or his
estate or be subject to his power of disposition?(~swer yes or no)_
(b)What was the transferee's age at time of d.ecedent's dEath?_
(5)Did decedent in his lifetime make any transfer witho-lt receiving a valuable and adequate consideration
therefor under which transfero;"expressly or implied=-y reserves f"or his lif'e or any period which does
not in fact end before his dea-~h:
(a)The possession or enjoyment of or the rig~t to income from the property transf'erred?
(Answer yes or no)~
(b)The right to design~te the persons who stall possess 0r enjoy the property transferred or
income therefrom?(Answer yes or no)No
(6)If the answer to (5)(b)above =-s in the affirmative,state WhethEr the right was reserved in decedent
alone or others _
(7)Did decedent in his lifetime mitke a transfer,the cO"lsideration j'or which was transferee's promise to
pay income to or for the benef=-t of care of transferJr?(Answer yes or no).......N~o=-_
(8)Did decedent,at any time,tra::lsfer property"the be:1eficial enje'yment of which was subject to change,
because of a reserved power to alter,amend,or revo,<e,or which c01l1d revert to decedent under terms
of transfer or by operation of law?(Answer yes or :1o)_~N~O~_
(9)If the answer to (8)above is in the affirmative,wa3 the power 10 alter,amend,or revoke the inter-
est of the beneficiary reserve·I in the decedent alon=or the decedent and others?
(Answer yes or no)_
NOTE 1:The answers to these que3tions should be supported "by aff=-davi;:;by"the attending physician as
well as a copy of the death certificate.
NOTE 2:If answer to any of'the ~bove questions is yes,set forth below a description of the property
transferred,it's fair market val~e at date of death,dates of transfers and to whom transferred,with
relationship of transferees to dec-edent,if any.Submic;copy of an}trust deed or instrument,if trans-
fers are claimed to be non-taxable,also submit detailed statement O~·facts on which said claim is based.
NOTE 3:List applicable property :>elow in manner in which provided in Schedules A,B,or E.
ITEM DESCRIPTION
N .J N E
MARKET VALUE
(Es timated)
DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
)
..
RCC-38
CCMMONWEALTH OF PENNSYLVANIA
THAN:3FER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
I NSTRt'CTIONS:This schedule must d:..sclose all property,real and personal,owned by the decedent jointly
wi th another or others,includ.ing intangibles,standing in the name of the decedent and others.List
real estate first,as entireties,cr joint tenants,givir,g brief description,as indicated tmder Schedule
"A",plus the date and place of re~~ord of instrument ef:'ecting 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,a.idress and relationship (if any)of co-owners to
the decedent.
Description of Property,Date of A.,quisition,Name I unit
Address and Relationship of Co-Owners,and Place I Value
o.f Record of Instrument,where Real Estate.1
A
><><
1 .U.S."E"bonds:
percentage Estate
Share Valuation
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
5 -$100 -issued Aug.1960,to
Mrs.Claire M.Sowers or David M.
Sowers (son)
2 -$100 -issued August,1960,to
Mrs.Claire M.Sowers or Mrs.
Phyllis Webeck (daughter
cr-
i lI.tt,)..
100
~;;2?,rtf
100.00
2.Savings Certificate,Peoples Union
Bank,dated 11/8/1967,to Mrs.
Claire M.Sowers or Janis Hess -
$12,000.00 1/2
w
6,000 •0)~0,()cJ
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3.
4.
Savings Account,First Federal
Savings &Loan Association of
Washington,,Mrs.Claire M.Sowers
or Phyllis S.Webeck,opened March
1971 -$7,000.00 (replaced savings cert.
dated 1967,in same names,$ll,OCO)
Checking Account,Pittsburgh
National Bank,opened prior to
1968,Mrs.Claire M.Sowers or
Phyllis S.Webeck -$3721.36
Sq..sfat",.'1'J P(loT~sT Fl('co~"r
RoG.(!'I\1"L.,5cL.ttt FT chl~F
I",4ef,!1 t"Ctl.tC,,---rij'J'.,bIlJ1J ....i.-\,
1/2
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ii:'~Il.I4,li
(~0':t L/;r7S'~./(-cJl---=--~---=--~:-:-:---::--=--:-::L--:-::----=-:---:-:--::~-~2:!±.~====~':"":-::::~"Insert this total opposite 'Jointly Owned Propertr-",Schedule"E"
in the "As Reported"column on the last page of t~is return.
RCC-37 '(t2-=63)
COMMONWEALTlr OF PENN'SYYLANIA
TRANSFER INHERITANCE TAX,
RESIDENT DECEDENT•
,,
SCHEDULE "D"
BENE flCIA3IES
,,
(
h
BENEFICIARIES AND ADDRESSES RELATIONSHI?EURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwho.illegitimate children r'ECEDENT OF BENEFICIARY
ave an interest,vested.contingent or other are involved,SE:t STATE YES IN ESTATE
wise.in estate)forth this fact.J OR NO BIRTH
Janis Sowers Hess daughter Yes 1/3
Butler Pa.
Phvllis ....~Webeck daue:hter Yes l/~
~
Ellsworth Pa.t
navid M Sowers son Yes 1/3
F.~H;:t Wo:llch;Do:ll
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Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
Deceased
REPORT AND APPRAISAL
~IATTER OF THE APPRAISEMENT
--_._._._--
Will ~No.
Administration ~
D<THE
OF THE
ESTATE OF
CLAIRE M.SOWERS
Late of East Wa.shingt.o.n
County of .Washington
Commonwealth of Pennsylvania
Year .
;-
(Executor-Administrator
must complete "As
Reported"column #1.)
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.1
Form RC C·lO..............••OF~CEOFTHE
REGISTER OF WILLS •
COUNTY
AND AGENT OF THE COMMONW&ALTH
STATEMENT OF DEBTS
AND DEDUCTIONS
DEDUCTIONS ALLOWED IN J
1l11.()~
THE'SUM OF ,..$ , ,.
lilt 2.5 197..<.RUS~r.LL JifJARlHODr'~..}VED ...........;,'\~_'-6!JI .llt~
),Register o(Will••Age"t
ESTATE OF CLAIBB I.,SOIBIS L,.ATE OF Bast lasblMton BoNUgb
DATE OF FILING APPRAISEMENT -:-,DATE OF DEATH ---:A:,::,Ps::;iJ'::..·;:.i.~1~1::..:4:;.J'·,t.......;1::.;97::..·::..1::.~_
DATE No.OF
VOUCH,""NAM"OF PAYEE
ltealstelr of Wills
REMARKS AMOUNT
20
aeatster of Wills
14
14
1
5
00
00
00
00
I Mrs.Houser ($175.00)
Mrs.Prowitt lm70.00},.
Mrs.Davis ($1'75.00)
Citizens later Co.
Rlehard G.Miller.Jr.
Be«1ster of Wills
,-,.,
,:.r.
Prll1'Ate du-ttt ftUPAfIS la\
TeleohoD8 bill
11eetarlo blll
Water bill
8111
8111
lffi4avita
nllng lnber..tax returQ and
1800
13
9
10
760
2
3
00
80
!J~50
61 I
23
80 I
09
55 i
00
00
3S"OD __
------~:---i---+---+----------------+---------------::::::::-""""'F:;......---+:-t---~<"1,ttl )'1 :
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,---t--+---t----------------+--------------,...--+----f---
==:I:::::=~=d:==========:b========:=b====:!:=i
COMMONWEALT;Ac:.:_~VAN.IA 1
5
.:'
COUNTY OF --~---;(I."IRJIl'-'-_~rRI!l'P1EI\I'n,.....,JlMddS SOWJmS BBlCS.
,HERESY CERTIFY.THAT.TO THE BEaT OF
NY KNOWLEDGE AND BEI.IEF.THE FOREGOING IS A JUST AND TRU!:SrATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OF
AQMINISTRATION SUBMITTED TO THE ESTATE 0"Clairo II.Sc.IIea "DECEASED.AS DEDUCTIONli FOR
INHERITANCE TAX PURPOSES...j:)1:"I ./~
_-7[,Ar<.:JA.....uI'~~~~~(L.$.1
SWORN AND Sl::1,BSC~I~EDBEFORE ME THIS,Z 0'"7-\e:t..--DAY 01':r /~.......~__~J"','flI'Q
,/,.('£-.'...I 'lie <IiI~'
f/./i V'J'~"I':u ~_~£?~...-/
,~YSC.MARSHAU,NOTARY PUBLIC
VWASHINGTON,WASHINGTON COUNTY
MY COMMISSION EXPIRES APRIL 12,1975
Me!"'b~r.Per.,.,oyl'l~r.i~Association or Notaries
/
-co~
:l:!'c'~~,/'Tl:::Q'."G')C ;0-c.n.:1"~~-~~-1l~
m~:-"')C::",.r:;~u;::O~\,~:!;'~a ~~m~.",......-'."'-,-::::E::u +",0F;....;=z rGl"~~r-c>I !V);,t;,.,;.,-"~::)t ...ro--'r "&o...t~CD
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RCC-Bl (5-71'
CJMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
t'OTICE OF FILIN:;OF APPRAISEMENT
PHYLLIS S01(ERS \VEBECK
(Executor ~~~1Q;)
IN YOUR REPLY PLEA~,E
REFER TO 38-16~-3
Inheritance Tax Dh.ision
J
In Re:Estate of CLAIRE M.SOWERS
___'",,-,v=a=sh=i=noGg=t=o=n_County -Fi Ie No._---:6:...,::3=-----=7-=l=-----=4c...::°c...:.7 _
Dear ~1rs.~vebecJ.::
You are he reb"notified that th ;!-:::-:=----:--_~o":"r"_'l=·~g=i""n'-"'a'-"l=----------_
appraisement in the est:Jte of Claire M.SOlvers
has been fi led in the office of the Register of Wi lis of \vashington
County on lvf~p"ch ~8 ,19~,Said appraisement reflects the following
valuations:
Real Estate _
Persona I P ropetty -----'7~,'_'O=1=9><...'.......6=3 _
Trailsfe rs------7'rroF;:::::;:::;=;:;::::;:~_.c=______,__,
Jointly Owned C;;644:JP I;"I tfi./.'4
Tota I ----"'"'Z"-'Z"-1,.......6u.6L...3,L,.t-7......5..L--_
As to such ta)_that is paid wit,in three months from date of death,a five (5%)
percent discount is alle.wable.As to ary tax that remains unpaid after nine (9)months
(fifteen months when de-ath occurred from December 22,1965 to June 16,1971,inclusive;
and twelve months whe1 death occurred prior to December 22,1965)from dote of death,
interest at the rate of s:ix (6%)percent ~er annum is charged.
Any party in hterest who is a£grieved by an appraisement may ,appeal therefrom
as provided by law.
Date _-l}..:.J.!'la::>.-rJ.-..lu-ch.l..1.---L.<Zc...8e.,,----'J_9LJ7u Z"--_Signed ~~-d};K
Title CHIEF APPRAISER
DAmE OF DEATH:
Note:This is not a bill.
April 1,=-.971
.00 T
.;/
.'~"'..",
.to...·11'
7 0 1 9 6 3
1 2 1 4 4 1 2
9 1 6 3 7 ~"-1 ~~...
...1...'.'"
2 0.5 0
1 4.0 0
1 4.00
Lao
5.00
4 20.00l~8 00.80
4 0.5.0
24..57
2 8.23
1 3.80
9.0 9
1 0.55
7 5 0.00
2.0 0
3.0 0
35.00
3,1 92.04 T
701
1 5 6 4
2 2 6 6
.",o,'".,
9 6 3
4 1 2
3 7 5 ,.f~~"
19 16375
319204-
1 5 9 7 1 7 1 ;;:
j
RCC-39 (5-68)
ct>IoAMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SU~MARY
Estate of SOWERS,
(Last Name)
CLAIRE
(First Name)
M..
([nit:Col)
[·ATE OF DEATH 4-1-71 FILE NO.63-71-407
RE?ORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheclance Tax Apprai:;er in and for the County of \V_a_s_l_l_i_n-=g=-t_o_n _
Pennsylvania,do respectfully report that I hln-e appraised the r~al anc personal property as reported in the foregoing return at
::,::Iue,:1::::o::o:it:~:e:item in ilie I'"eolumo ro 'h."gh':~"C;?L~~
INHERITANCE TAX APPRAISER ~
I<.EPORT OF THE 3.EGIS'?ER OF WILLS
,
22,663 75
7S
None
22 663
VALUE AS REPORTED VA.LUE AS APPRAISED VALUE AS REAPPRAISED
$$$;.,-"'-r:r--r-=..-----+--63
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Valuation of life estates or -.t=
FOR USE OF REGISTER ONLY
Tax on $-----"'7":::=="""'~....,.-t"'"'i"r...,_2%
Tax on $/Cr97/'JI ~)
Tax on $5%
Tax on $10%
Tax on $15%
Exemptions *
Total Estate -l-__
TOTAL TAX
COMPUTATION OF TAX
$----~~-,.rt~..---y\jj~'f/$----~~.!=:4~1--
$------,----,------:...--+"---
$-------+--
$--------+--
$--------'----
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death
:__t=
$======L!:::==
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from
to --~--1C$---AMOUNT OF ESTATE TAX ASSESSED $
Es tate tax paid $I
BALANCE DUE $......JL-
Add interest at rate of 6%from
to $~t=
TOTJ!.L TAX BALANCE $-----.
PAID $_
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above r.:omputation of tax by the Register of Wills,for proper reason,
same should be noted below,with S1Jrt explanation•
•
Will l N
Administration \o.Year .
.--".
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
«KllIX CLAIRE :H.SmyERS
Deceased
..
.-.....
.,
"...t.....
i
..
Late of .
County of
EAST \vASHINGTON
j;JASHINGTQN.
"""'~.
'"
J'
..
;~
~
cit
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
J1
",,-
;
}<""unn r~CC-2
,/DEPART~~~TQF,Rf;V~NUE
:BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
AP?RAISEMENT
DA,T~}1..~.~.~.h.~.?.'-..!..~.?..~.
COUNTY y!.~.~.r.-..~.~..g.!.~.?.
FILE NO ?..~.::::.!..~.::::..~.9..?..
Whereas........................::,9.I?A~,~~~..~?,?~~~!.:.~.,, ,late of ~..~'~!~.~.~.~.~.~~.<'..~.
in the County of ~V..9:.~.h~n.gt9..P.:.Commom\"ealth of Pennsylvania.ha-;i.ng died on
the .l $.t day of .A:rril..19...7.1.•seized and possessed of an estate
subject to Inheritance Tax under be laws of the Commonwealth of Pennsylvania;
Therefore.I,F.r..a.nc.~.s L..e..Q _,an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate,and to ae;ess and fix
the cash value of all annuities and :life estates grov.:ing out of said estate,hereby file the following appraisement:
In the event that any future interes';in this estate is tr..nsferred 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 :lssess transfer
inheritance taxes at the lawful collateral rate on any such fu~ure interest.
Unit AppraisementO=scrlptlon of Asset Values Made for Inherltal'CB
Tax Purposes
$
PERSO:NALTY:
See Schedule IIBil attached to c.ppraisement 7,019 83
JT.HELD:,1j I LJ.&.l.,.,
See Schedule HE 11 c.ttached to appraisement C15,644 =:l
I
I
,
i
I
I
i
Total 22,663 '75
i
.:::.'::~~""""~...Penna.
\vASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
CLAIRE M.Sm~ERS
Deceased.
Late of
E.\vASHINGTON
Date .of Deatl;,Ap.I.:.:t.1 J..L.J9.'i'.1 :.
Appraisemeilt Docket Vol .38."OJ ••..••••.•••••••••..•••••.•..•••••;••••••.••••••••••••
Page,:I;§.~-:::.:3.N o~9..:3..~..'i'.~.~.4.97 .
Filed in Register's Ofjice,.Na.r.c..h 2.8..,.J9.7.2..
Amount of tax due,~.
DEPARTMENT OF REVENUE
Rece1:1.Jed,
Examined and Approved,..
Wrote abo.ut Appra.isement,
Appeal f,.om Appraisement,.
Entered and charged,.
.,
/'
RCC-81 (6-71)
COMMON'i'EAL~-1OF ~ENN'SYLVANIA
I)EPARTME~T OF REVENUE
BUREAU OF COJNTY COLLECTIONS
HARRISBUFG
17127
~OTlCE'OF FILIHG OF APPRAISEMENT
PHYLLIS SOWERS WEBECK
(Executor~)
IN YOUR REPLY PLE".SE
REFER TO 38-162-3
Inheritance To'x Division
J
"-
CLJ!.IRE :M.SOWERSInRe:Estafe of _
__W_1A._S_H_I_N_G_T_O_N__Cc unty -File No.__6_3_-_7_1_-_4_0_7 _
Dear Mrs.''''ebeck:
, .correctedYouarehereb..notlfled th at th =r~"'Ir.;-;:-;......-uu--eE'...."'"'............---~-_. . h f l,;a1:re .L''h o:Jower5appraIsementInt e esfcte 0 \1 hi t
has been fi led ~the off c:r<ff the Re9-jster of Wi lis of as ng on
County on ugust ,19_·,Sa.id appraisement Ireflects the following
valuations:
Real Estate---t"~~i<-"I----
PersonaI P roperty 7_,_O_1_9_._6_3 _
Transfers,~~_.l_:tlr--::lt__9_--_
JointIy Owned ~lh2~,Ih4f':-4'2--.1,.,.~2---
Total 1_9_,_1_6_3_*_75 _
As to such tax ihat is paid wit~in three months from date of death,a five (5%)
percent discount is allo¥o'able.As to on"tax that remains unpaid after nine (9)months
(fi fteen months when de:rth occurred frorr Dece1'1ber 22,1965 to June 16,1971,incIusi ve;
and twelve months wher:death occurred prior to December 22,1965)from date of death,
interest at the rate of Silo (6%)percent per annum is charged.
Any party in inrterest who is aggrieved by an appraisement may appeal therefromasprovidedbylow.
Date A_u-=g,-u_s_t__::"_O-,-,_1_9_7_2_$;gne~~~;z:;;dy~
CHIEF APPRAISERTitle _
DATE OF DEATH:April 1,1971
Note:This is not a bi II ..