HomeMy WebLinkAboutOC1971-0408 - ESTATE OF WILSON,
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LJ -7/-Zj-()8 ~~,J.
I ,RUTH N.~VILSON,\'ridow of R.D.¥1,Bebout Road,
Venetia,Peters Township,Washingto~County,Pennsylvania,being
of sound mind,memory and unc1erstanC:ing,do J1ereby make and
publish this my Last will and Testanent,and revoke all Wills by
me at any time heretofore made.
1.I give to my daugr.ter,Sharon,so long as she
...
remains unmarried the privilege if s'he so desires,of residing in
my home at R.D.#1,Bebout Road,VEnetia,Pennsylvania,rent free,
provided ho·wever tha-:.she shall bear:the expense of real estate
taxes,insurance,and maintenance and repairs to the home during
her residence.
In theevemt that my caugh·ter Sharon shall marry;or shall
not continue to live at the above residen.ce,or in the event of
her death the above privilege shall terminate ..
2.SUbject to the abeve p?="ivilege granted to my daughter
Sharon,I give,devi!::e and bequeath all of m1;·estate,real,personal
and mixed,\"hatsoevI2r and \"heresoever situate in eqnalshares to
my two daughters,Jar~t Wilson Smith and Sharon Wilson.
3.In the event that my d3.ughter c·r daughters shall
predecease me,I giVE,devise and be:;rue3.th tte share of su.eh
deceased daughter or daughters to her child cr children per stirpes
and not per capita.In the event th3.t either:of my daughters shall
die without leaving children to survive her,then the share of
such dece.ased daughte-r,.I give,jevi5e and bequeath to my surviving
.:.1 -..
daughter.
j
/,
4.I nominat~,constitu~e and appoint my d~ughters,
.Janet Nilson Smith and 3haron Wilson,or the survivor of them,
Executrices of this my ::"ast Will and Testament,and direct that
they shall not be required to give bond for the faithful performance
of their duties in any Jurisdiction~
IN TESTIMONY ~"'HEREOF,I I the said Ruth N.v7ilson I'have
set my hand and seal to this my Last Will and Testament,this :;"0
')
day 0 f /:!.c<--t.-4:..y.,f;.(L~,1967.
'.'
I
JI,
\.
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I .#/://)/..~l./~J.,-"/
~uth N.frJilson
Signed,sealed;published and declared by the said Ruth
N.Wilson,the above named 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 otier,all being present
at the same time,have hereunto sUbscrib~d our names as yvitnesses.
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,
Form RCC-33
RESIDENT DECEDENT
&'.1_1;/_/0/
:OMMONWEA~TH OF PENNSYLVANIA
DEPARTlV.ENT OF REVENUE
BUREAU Of COUNTY COLLECTIONS
COUNTY OF vlASHINGTON
'j
IMPORTANT:This return must be completed in de~ail a,d filed in duplicate,with will attached,with the'
Register of Wills o~'the County where decedent resided;Return is due within one year after
date of death,unless an extension is grEnted by the Secretary of Revenue.(Section 703 of
the Inheritance and ~state Tax Act of 1961.)
RUTfL.~~:;~~~;:.=:.~THE ESTATE OF }=~cutriX
(State full name of decedent).<1.<&U&.n.",,"",,~
Late of W?:.l?hipqtQD..........C'oudy
State of N~1"YO.J::.K:
County of E~J~.
.......................................................C;,AN.:g:T......W.,:J;:~$.9.~:......$M.TIH ..
Executrix
..~
of the estate of the above-named decedent be ng duly sworn,depostS and sayS
Decedent died ~pril 11 ,197.:1._.,f t,.tate leaving a last will,copy of which is hereto attached.}
(Month)(Day)(1"")L~"G(
:~:;::::·;'~:i,~.t:::::::·:::::;:::}~;iriyd~~~il:~~;;kB~iidi;;Q;··.B~~f~i~;.I~~~y~~~i4?ii?;_
That as such ~.~g£~t..;J;;'.i..?f.deponent is hmilia:-with the affairs of said estate and the property con-
(Executor·Administrator)
stituting the assets thereof and their fair market valle.
That at the time of death there W3.S no safe deposi-:box :"egistered in decedent's individual name,or jointly
with,or as agent or deputy of another,or in decedent's ind vidual name,with right of access by another as agent
or deputy,with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INS:ITUTION T.IS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPO~IT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
Mellon Bank -Union Trust Off'irp ~1lt-hl\T TtJ;,~nn
Pittsburqh,Pa.
That the contents of said safe deposit box or bexes are itemized under Schedules B of this---------return,with the exception of the following,for the reasons hereinafter set forth:
That Schedule A attached hereto and made part hereof sets forth fully and in detail all the
real property in the Commonwealth of'Pennsylvania of whict decedent died haVing an interest therein.It
also sets forth the mortgage encumbN.nces upon each :>arcel of real property at the date of death,giVing
the amount still due at death,name of mortgagee,cate,~ate 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 t~ereof as of date of death of decedent•
.//
That Schedule B attached hereto and made part hereof sets ,forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of de;thi all moneys left by the decedent
at the time of death,whether in decejent's immediatE possession,standing to decedent's credit in banks
of deposit,savings banks,trust comp~nies,or other institutions,whether indiVidually,or in trust for
any other person or .persons giving al~o separately the accrued interest thereon,if any,down to the last
interest day prior to decedent's deat:l in the case of'savings banks,and to the date of decedent's death
in all other cases;all bonds,postal savings,treas~ry ce~tificates or notes and other evidence of in-
debtedness of the United States to tbe decedent;all oblig!ltions,whether by statute or agreement they
are designated as tax free,of the Dnt ted States,or any state,or polltical 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,hors~s,carriages,automobiles,boats,and any and all
o tt,er personal chattels of whatsoever .dnd or nature,Left-bydecedent,together with the fairly estimated
market value thereof;all bonds and mcrtgae;es held by deced3nt and of all claims due and OWing decedent
at the time of death,and all promisscry notes or other ins~ruments in writing for the payment of money
of which decedent died possessed,of .'hatsoever nature,with interest thereon,if any,giVing the face
value and estimated fair market value thereof,and if such estimated fair market value be less than the
face value,it sets forth briefly the reasons for suct depreciation as to each item;all moneys payable
to the estate from life insurance poli::i'es carried by 'decedent;all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedenq and all the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds,and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by ',he decedent at the time of death,with the market
value thereof at such time.
',J'.
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 ~ay.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
deat~,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 copy
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 it~value,which passes at decedent's death by
virtue of the exercise by decedent,either individually,orjointly with'another,or any power of appoint-
ment vested in decedent,ei.ther individually'or 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 With,another or others,in<;luding intangible"standing in the name
of the decedent and others,plus the date'and'place of record of instruments effecting 'the vesti ture,o~
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 lmpaid 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 1±.~....
..,..day of ....,C~,..19.:J...~......_..~
(ExeC'Utor-Administrat6r)
'""~,O,,q.,,,~A5W.~O.~?~~:{._..
(Street Number)
,·..,,····..··,,·~..~,:j..·~..~'iS-...·t....~,..~~..,......,..l.'1:..~~,·
(City or Town and State)
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.
,RCC-34 t1~.54)"
COMMONWEALTH OF PENNSYLVANIA
D~PARTMENTOF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERI'TANCE TAX
RESIDENT DECEDENT
SCHECULE "A"
REAL PROPERTY
Real property in Pennsylvania,with statement of mort3age encumbrances upon each parcel at death of dece-
dent.Where property held as jcint tenant or tenancy by entireties,report on Schedule "E".Property held by
the decedent as tenant in comm)n with another or othe-s,should be identified as to quantum of interest and
the estimated value should be that of the decedent's irterest only.
The real property located In the Commonweal~hof Pennsylvania should be
described by lot and block number,street ane street number,together wi":'
o 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.
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
(2)
ESTIMATED
MARKET VALUE
dJ ~
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
1.1 story brick home on BeDout Road in Peters
Township,Washington County,Pa.,Lot Nc.7;
title conveyed by deed executed February 11,
1960 and recorded at BOOE 1068,page 301;
no mortgage encumbrances at time of death
(value based upon sale price;copy of sales
contract annexed)..,
(J ..f 5)&/~n»"1),;rr ,./')7'/11 0.(1"!/JJ1~\¢b'~)3::::~~'",
$5,460.
,rn.iert this total opposite Ureal property",Schedule uA"in the }c"X X X X
'''As Reported"column on the last page of this return.
"",'~
THE GREATER MT.LEBANON MULTILIST IINC.·-SALES AGREEMENT
December 10,19,.e-:72~_Date,
'.'
,'';,.,
CLAIR.lUW.TY CO.andtor EILEEN MUSE-'-'+:"'-~-=-=";~==-='Realtor Sales Reprsf;en&tive
Dollars,
.
1.I,we hereby agree to purchase the props'ty known ~,'s _-:Lo='=-"t'-'-=N:;.0=....C---C7<--.:B:..::e,.,b=0"'u"'t"----'R.oa==d"'-·,.:.,·_~'_
2.Es tate of Ruth N.Wl"'l=s'"--'o=n"'-----'---__,
:~y
3.',----------~,--.:'Ij -----0
4.Situated in the ~Townshipd pie~ers County of Wasbinaton ,,PenncyLvania
5.This agr.eement is mad"e subject to the bt:yer securfng a monthly,amoltizing conventional mortgage in the amount of $23.000.00
6.at an interest rate not 'to exceedUl.!i'l'<for a term not less 'than-li__years,The'Buy'er agr,ees to apply for said mortgage on
7.or before 12/13/71 '.In the event the Buyer is unable to secure the above mortgage,then,the'Buyer shall have the
8.option of cancelling this agreement by written notice to SeUinCJ R1laltor ~n or before 1/15/72 .The Seller hereby agrees
9.that the selling Realto~,afte'r determining thlJt the Buyer is un~ble to obtain said mortgage,shc;:ll have the right and is hereby au-
lD.thorized toretum all ham monies to the B'..Iyer upon receiving said written notice as stated above from the Buyer,and this agree-
L1.,ment ,shall become null and void and shall be of no effect.,
12:This agreement to include the fo1l9winA 'non';rea 1 ~~_~~te e~t!i,~J_~~~s :alr c<mcUtloner
13.in .A0od working order i wa 11-t;~-waJ.,L~arp.e~_1.!tL.!!Ll,tving_~Q...o!1!and d1nln.L.!':9_9.!!!i.._.s_c!:~~_~
14.~CL1Z1 stO!":qL~~~~;_<!Y~lh_--ngg~J-dl~h"!.asb~J,~,&4mQ.~~1._l~Lki~ch~r'_L~et_J!~LJ~Lgame_J;,oom;
u.cyclone fence i screened~cn1c ar~a ;garage door operat_9!:J','.-_,_
16.It is understood and agreed :hat as 1n addit10n to the consideration hereof the Buy-,rs I
17.herein will purchase the rad::'o,stere0.J.-ille reels and equ1pment presentl!-~x1~tt11l&-1Dthe
18.~eroom area at an additional cost of Twelve Hundred ($1.200.00)Dollars1R~~_~h_~~ettle-
19.Purchase Price:THIRTY-FOYR TF.AND AND nO/lOO ($34.000.00 lDoHars,ment.
lIVE EUliDRED AND nollOO ($500.00
____________-~--'-~in
)Dollars
}Dollars
,-----------
----,----'-----'----------,--,-------
34.--------'
OfUce ,,',-.
Owner or Seller "
ST.ClAIR..~L'l'Y COMPANY'
---r----'~~,
,Iro""'.hereby acknowledge,receipt of tht(:l',"!nd '::laney specified:
U:'tbis a97eement.
36.Gener"l Warranty Deed,ill fee simple,clear 0'encumbrances,subject to prior grants and reservations of coal,oil,gae,rr.ineral
and mining rights,building and use restrictioas,matters shown on recorded plan,easements and survey facts,and such ot?er ,
,exceptions,reservations,.conditions and restr:ctions as appear in prior instruments of record,to he furn}shed at cost of ,Seller.,
37.If the buyer fails to make settlement in accordance with the terms of this agreement the monies paid on account of the purchase
price may,at the option of the Seller,be retabed by the Seller,either on account of said purchase price or as liquidated dam-
ages.If the Seller elects to retain,such monhs as Iiqutdated damages',this agreement shall be void and of no effect,and all
monies paid on account shall be equally divided between the Seller and the R~altor.However,the Realtor shall !lot receive a
sum in excess ot the commission due him.I
38.NOTICE -This document may not sell,conve~,transfer,include or insure the title to the coal and right of support underneath
the surface land described or referred'to herei",and the owner or owners of such coal may have the complete legal right to re-
move all of such coal and,in that connection_damage may result to the s\lrface of the land and any house,building_or other
structure on or in such land.The inclusion of his notice does not enlarge,restrict o'r modify any legal rights or estates other-
wise created,transferred,excepted or reserved by t his instrument.(This notice is set forth in the mann,ar provided in Section 1
of the J\~t of July 17,1957,P.L.984,as am'ende-:l September 10,1965.)
39.The Buyerls and the Sellerls promise and agree to do all thin,qs necessary to comply'with the provisions of "The Bituminolos
Mine Subside,nce and Land Conrervation Act of 13~6.If
4(;,Seller agrees to pay Realtor the rate of commission'of %of sales pr}c~".
41.This Agreement shall be binding upon the heirs,executors,administrators,succe~sors and assigns of the parties hereto.No
assignment of the purchaser's interest here ullder shall be ~aiid or binding on tile Seller unless ,the Seller shall expressly
consent thereto in writing.'/
0&2 Th~delivery of Deed does not constitute a merger of this agreement cind the Deed.
..;3,The Buyer,at his own'expellse,agrees to place acequate fire insurance on premises co!ered by this agreement.
44.This is'a legally binding contract.If not understocd seek compet,:nt advice."
45.",••"••d 'h.1 'h.,e,"ho•••h••I.....'.d 'h.'~'.'".ed ,.be,~••,•~."',.,eo.h I....q~;.(It!'"4 1.
tllTNESS:'ULt.I/UVvru~.'/£(Seal)-;;-----'),,--~~j)_,"I Buyer _<;'-0 ~-v:\'~/7t~-(£-L/(Seal)
,,''Buyer
(
(_ACC~PTANCE ,
"'ow to-wit this -~----L
C d.,.1 17..e.L"-d.AfiJ..Z3",.'f)J..""e:-,gr;.°G'·~"-1~?ft1,
WITNESS:~I
__________~-'--_-----"---(Seol),,''------------------------;--
"
RCC ..35
,COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDU~"n"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangib:"e personal property owned indiVidually
by the decedent,at the time of ~is death.Property o~ned by the decedent jointly with another or others
must be listed under Schedule "E'.Intangible personal property,•HIed in the name of the decedent,but
payable at death to another or o;hers,including but not limited tc P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be lisi,ed,despite the fact ~hat they are not of the administered estate.
Tangible personal proj:erty should be listec first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobiles,boats,ete,)
Intangible personal prc-perty,such as bonds,treasm'JI certificates,cash on hand and in bank,
stocks,mortgages,notes,together with accrued intere!:t or div:Llemis,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership int3rests,interest in anyundistributed
estate of or income from any pro~erty held in trust un~er 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 descriJe fully
UNIT ESTIMATED
VALUE MARKEr VALUE
DEPARTMENT VALUATIOr-;
(Do not write in
this space)
--
-3 >73~3.--J
3 j
5o j.-
if)IS?,--1
t<717,-
3;1'J-.~-
0 0 1,.
,.3)75'9,-'
1)J.l-fJ.
I )..3tj.,-,
:jfJjO/Z,
I
I
l /1 '?"'7
r ;;;t__
I /'fJ}133.
I ~7,c-a
!
t 1;()7~/-
~c5~<f,
422.00
258.00
1,234.00
2,500.00
$4,550.00 II}
7
/
17 10,017.00
I
Fund)
(Mutual
{continued)
'V 3,833.00
,/
'/
$10.4.,10,933.00
.($16.9 7.00
/'
$12.5 12,911.00
v'Tax :excess wit.hho1c.ir g)544.00
I,J
Myers Co.,common sto2k
American Rockwell Cor?,
./270.00
1 3,825.00 "
-'1 509.00 I/.f'f..!
150 shares Ohio Edison Co.,common stock 25-J/1E 73,759.00 ~,
200 shares Purex Corp.Ltd.,common stock 19"i31E f 3,963.00~
100 shares RCA Corp.,common stock 35-3/~2 3,509.00
150 shares Tenneco Inc..common stock 27-ZY!,~4,157.00
200 shares Washington Steel Corp.,corrmon ,
stock 14-5/~/2,925.00
50 shares White Cross Stores Inc.,com'llon
stock 29-2l/3~1 1,483.00
U.S.Savings Bonds,Series E (see
annexed list)
Savings Account,Ft.pitt Savings &Loan
with into to 4/11/71 (A~ct.#1-5-59'4023)
1970 2-door,6 cy1.,Mercedes-BenzCDupe
serial #114023-12-0(0910,model 250
(valuation per National Market Repor-::s
Inc.Red Book April 1 -May 14,1971
edition;$4,200.00 av~.wholesale;
$4,900.00 avg retail).
Household goods and miscellaneous persona
property.
10,000.00 shares Trin:'ty Area School Bldg.L 02 1/10,200.00
of Pa.Bonds (int.rate 7.25%payablE sem -
annually on Jan.1 and JUly 1)
Interest accrued on item 3,Jan.1 -
April 11,1971
100 shares L.E.
20 shares North
common stock
Savings Account,Ft.pi-:.t Savings &L02n
with into to 4/11/71 (Acct.#1-0-30997)
Checking Account balance on 4/11/71;
Mellon Nat.Bank;Acct.~303-2569
Cash on hand (wages earr.ed prior to death
1049.192 shares of Windsor Fund (Mutual
Fund)
.421 shares of IVEST Fund (Mutual
1030.370 shares of Wellesley Fund
Fund)
'Refund,1970 Income
I
2.
3.
1.
4.
5.
6.
7.,
8.
9.
10.
11.
:2.j
13.
14.
15.
16.
,7 •-
le.
IS:•
20.
Insert this total opposite "Personal Prope~ty",Schedule "B"in
th~"As Reported"column on the last page cf this return.
x x $81,809.00
21.
22.
SCHEDULE B (Continued)
Singer,Deane &Scribner,Lump Sum death
benefit from qualified profit 3har~ng
plan of $448.00;c13imed to be tax exempt
(beneficiaries:Jan~t Wilson Snith and
Sharon Wilson Lehne~).
Life insurance pOlicies as fo11ows~all
payable directly to Janet Wilson Srrith and
Sharon Wilson Lehner in equal ~harEs and
claimed to be tax exempt;
a)Aetna Life Ins.Co.Policy #T-11495,
face amount:$7,5(0.00;
b)Metropolitan Life pOlicy #134-253-662;
face amount:$385.00;additio~a1 ins.
$60.64;terminal dividend $19.25;
c)Metropolitan Life pOlicy #525-200-412;
face amount:$500.)0;additional ins.
$111.90;terminal dividend $45.00;returned
premium $5.76;
d)Metropolitan Life pOlicy #914-023 MS;
face amount:$1,000.00;additional ins.
$55.60;returned premium $8.72.
$
L.AW OFFICES
HURWITZ,SMITH AND HURWITZ
SUITE 1220 ~.ISERTYBANK BUIIL.DING
BUFFAL.O,NEW YORK 14202
SHELDON HURWITZ
MELVYN L.HURWITZ
TERRY D.SMITH }.May 4,1972
Commonwealth of PE-nnsy1vania
Department of RevEnue
Inheritance Tax Division
244 Washington Trust Building
Washington,Pa.
Attn:Mr.Alfred T~si,
Inheritance Tax Appraiser I
Re:Estate of Ruth N.Wilson
File #63-71-0408
County of Washington
Date of Death:4-11-71
Dear :t-fr.Tosi:
TELEPHONE
716-853-6100
I have your letter of April 24,1972.Please be advised
that the death benefits listed as item #21 on schedule E were
in fact paid directly to the beneficiar,ies,to wit:Sharon
Wilson Lehner and J:met Wilson Smith.
ShOUld you need any addit::..ona1 information,please do not
hesitate to inquire_
Very truly yours,
.....RRY
TDS:cn
..
RCC-'36
•COMMONWEALTH OF PENNSYLVANIA
TRANSfER INHERITANCE TA{
RESIDENT DECEDENT
SCHEDULE "c"
TRANSFERS
(1)Did decedent,within twe years of death,make Eny transfer of any material part of his estate.without
receiving a valuable and adequate consideraticn therefor?(Ans',ver yes or no)Yes -
(2)Did decedent,wi thin tll<l years of deat"1,transfer property from himself to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no).::.N..:..o"'-_
(3)If the answer to (1)or (2)above is in the a.f-firmative state:
(a)Age of decede"1t at time of tr:msfer-_4~9 _
(b)State of deceient's health at time:lf making tho',transfer.(Note 1).
(c)Cause of deceilent's death.(N.)te 1).
(4)Did decedent,in his lifetime,make any ~ransf~r of propert~-without receiving a valuable or adequate
consideration therefor wbich was to take effec~in possession or enjoyment at or after his death?
(Answer yes or no)~N~O~_
(a)Was there any possibility thE.t the property transferred mig;ht return to transferer or hi!"
estate or be 5ubject to his ~ower of disposition?(Answer yes or no)~N~O~__
(b)What was the transferee's age at tifile of decedent's death?27 and 25
(5)Did decedent in his lifetime make any trE'nsfer without receiving a valuable and adequate consideration
therefor under which trar~feror expressly or irrpliedly reserves for his life or any period which does
not in fact end before hi3 death:
(a)The possession or enjoyment of or th€right to income from the property transferred?
(Answer yes or no)_N~o~_
(b)The right to c8signate the persons V"ho shall possess or enjoy the property transferred or
income therefr:>m?(Answer yes or ne)_N_o _
(6)If the answer to (5)(b.l above is in the affirma':-ive,state whether the right was reserved in decedent
alone or others __-_-_-_-_-_
(7)Did decedent in his lifet=-me make a transfer,t:1e 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~transfer property,the beneficial enjoyment of which was subject to change,
because of a reserved poWEr to alter,ameLd,or revoke,or which c01lld revert to decedent under terms
of transfer or by operatien of law?(Ans¥er yes or no)_N_O _
(9)If the answer to (8)abOVE is in the affirmativE,was the power t::>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 ceJ"tificate.
NOTE 2:If answer to any of ~he above quest~ons is yes,set forth below a description of the property
transferred,it's fair market value at date of deat,h,dates of transfers and to whom transferred,with
relationship of transferees to decedent,if ary.Submit copy of any trust deed or instrument,if trans-
fers are claimed to be non-tax~ble,also submi:detailed statement of facts on which said claim is based.
NOTE 3:List applicable prope~ty below in man~er in which provided in Schedules A,B,or E.
ITEM DESCRIPTION MARKET VALUE
(Estimated)DEPT.VALUATION
(Dept.Only)
1.
2.
325.028 shares Windsor Fund (Hut.1al Fund)
to Janet Wilson Smith,daughter,on 12/23/
70;market value on date of transfer:
$3,000.00;market.value at d~te of death:
$3,387.00;claime:l to be non-taxable,see
annexed affidavits.---'VJ2.//,//;,ru-r ...............~'TJ"325.028 shares Windsor Fund :Mutual Fundi
to Sharon Wilson Cehner),daughter on '
12/23/70;market 'U'alue on date of transfer
$3,000.00;market value at d2.te cf death:
$3,387.00;:lai~ed to be non-taYj;~see
annexed affldavlt~.,~~1-rJ--fto-v-vreJ-~~.
none
Insert this total opposite "Transrers",Schedule ·C"in the
"As Reported"column on the last ~age of this return.
."
ReG-38•
CQMMONWEALTH OFrrENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEIULE liE"
JOINTLY O~NED PROPERTY
INSTRllCTIONS:This schedule mu~t disclose all proper Ly,real and personal,owned by the decedent jointly
with another or others,inclucing intangible~,standing in the name of the decedent and others.List
real estate first,as entireties,or joint tenlL"lts,giving brief description,as indicated tmder Schedule
"A",plus the date and place of record of inst:,umenteffecting vestiture,but do not include entireties
or out of state real estate value in estate va~uation column.Personal.property should be listed as in
Schedule "B",plus date of acqLisition,and th~name.address and relationship (if any)of co-owners to
the decedent.
Description of Property,Date 0:'Acquisition,Nime I Dlli t
Address and Relationship of Co-Owners,and Plac~I Value
of Record of Instrument,where Real Estate.!
none
l
percentage
Share
Estate
Valuation
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent'~
Property Interest
Insert this total opposite "Jtlintly Owned Pro?erty".Schedule"E"
in the "As Reported"column o.the last page .~f thi 3 return.none
,-.....
RCC-37 (12-63)'
COl\fI\WNWEj\LTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHZDUL~"D"
BENEFICIARIES
(
h
..RELATIONSH:PBENEFICIARIESAKDADDRESSES(If step-childrer:or SURVIVED DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechilirenDECEDENTOFBENEFICIARY
ave an interest,vested,contingent or other are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact)OR NO BIRTH
JANET WILSON SNITH dauahter yes 10/10/43 one-half
509 Lakewood Park"ilTay -,
Snyder,New York 14226
-
SHARON WILSON LEHNER daughter yes 8/23/45 one-half
305-A Hill Place Road
Venetia,Pa.
l'\
-
;
,
-
j
Deponent further says that all the above-named beneficiaries are liVing at t~is time except below:
;-,
NAME DATE OF DEATH RESIDENCE
none
I.
• 0
SUMMARY
Real Property (Sch."A")
Personal Property (Sch."B")
Transfers (Sch."C")
J.Q.i.nt.1Y ..o.wngq ..J?:r:QP~.r..tY.(?<;l':1 •..'~:E;.'~.)
Gross Taxable Estate .,
(1)
(As Reported)
$..,:34 ~.()()().q().
$...~.~.'..~.?~.?O'..
$Y.1q~t:.Cl.?C?b.3:t=.
$...!l?l1:~...
$.
$,1,,1,.5..~.~.9~.()9..
o.
(2)
(As D;>ermined).
$J.,006.60
}?/f/of.00$..
$.......J
i:)/_<~>oo
Debts &Deductions
Net Taxable Estate
(Sch."F")-9,522.00
$106,287.00
Tax at 6%(lineal
Less Tax credit
Tax Due,
t •..•,.
decedents)
'irZ
$
$
6,377.00
-5,820.00
557.00,
~",--;
'.I
"-~:J..#_~')('1 .:::
ct,""'-,.~:
:,'~~)(:J
L~~~~;~--
i
d
r-f:1':en:E--r-f:Z '0~'"'~:C/lC1l.....:'"...:lQ),L,.~><.<.><~.~
Q (I.)N:(J)-(V)....ltl <-<Z~:I::l::<
-~:,~=:
r-f:A..~0:.j..l:,C =...--........
r-I A..0 [/)(1):~:':II =..
I w -<w ...:1'~:0 ~<~====~H:.(1):.j..l ;..,
~~~t-<<I):s::>:0:1 c Q
ci ~:I:""-0(~c Z0t-<Q)
Z t-<(J).:4-{-,...{A..~
~~Z 0 .g .....f---....-0 0::r:~.ltl =:
:;I::l::<~.~-5 0
:c ~0 c:=..
~t-<P:;.E-i Q)""-l.....;..=:b t-<0 ...
<I)-<c
'2 ......G.0....0 E'§"..Q)::,..
~"0
....(5 c:::c:0<~,.I ,..J U U I
I
.-.,--4
RCC-81 (6-71)
CJMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
3UREAU OF COIJJNTY COLLECTIONS
HARRISBURG
1:127
HJTICE OF FILING OF APPRAISEMEHT
JANT WILSO~SMITH
(ExecutorX~)X
IN YOUR REPLY PLEASE
REFER TO 38-162-6
Inheritance Tex Division
-J
"
lin Re:Estate-of __R~U~T:!:...;H~N~.--...:V::...,,'I~L~S::....:O:..:N~_
_--...IlWl";l~LI.!Sc.LIH",,I..uN.!o!.G.A.TO~Nu--_County -File N,0._-",,6=3_--'-.;71=,-_4.:...,:0=....::8::.--_
Dear Mrs.Smith:
You are hereby 10tified that the oriiinal
appraisement in the estcte of Ruth N.Wi 1 son
has been filed in the off r.e of the Register of Vi'ills of \lashington
County on May 8 ,19-1.2..Sa"id appraiseme.,t reflects the following
valuations:
Real Estate :>.!.34....!...,J-JO:><..O:><..O~.O:!:!..O:!:!..'__
PersonaI P rope:rt:'~8~1"'-',~8~a~·9::!....!.....O~~O _
-ransfers _
_0 int Iy Owned ......._.._...,..,.......--,...".-----
-::lta I =-Il=-5----L-,8~C___..:!9:..__.:.:.-0_0__
As to such tax i~at is paid withil three months frorr date of death,a five (5%)
percent discount is allow.cble.As to any tax thJt remains unpaid after nine (9)months
(fifteen months when dea-h occurred from Jecerriber 22,1965lo June 16,1971,inclusive;
and twelve months when hath occurred pdor to December 22 1965)from date of death,
interest at the rate of six '6%)percent per annun is charged.
Any party in inte"est who is aggrieved ::ly an apprais.ement may appeal therefrom
as provided by law.
Date __~M"""a.....y~8......,...,_1~9-,-'i.!!!:2 _Si9ned----.::...Jo~~""~."'----'=~~~~~c5J~~7Jjt
Title __~__P_RA_I_S_3_R_I _
DATE OF DEATH:Ap:-i1 11,197:'
Note:This is not a bill.
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
Sm1MARY
Estate of WILSON,RUTH
(Last Name)(First Name)
N.
(IniLal)
4=11-71 63-71-408[lATE OF DEATH~FILE NO._
RE?ORT OF INHERITANCE TAX APPRAISER
May 8,1972Dated:_---=.::.=.L--~---==_=_.:...:__
I,the undersigned duly appointed Inher:tance Tax Apprai~er in and for the County of Washington
Pennsylvania,do respectfully report that I have appraised the r~al and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the:right _n Schedules "A","B", "C",and "E".
NHERI::::~AISE~y/
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Registe'of Wills in and far '!iashington County,Pennsylvania,do respect-
I fully report that I have allowed deductions in the amounts claim~d by ceponent,except as to those items where a greater or
.lesser amount is set forth in the last co.lumn to the right in Schedule "F",w~orlesser amount represents the sum
allowed as a deduction.1J ~
Dated:-MAY 8 1911 RUSSELL lVlA,dNO '\~'-L\~
REJGISTER 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
115,809 00
9 522 40
106,286 60
VALUE AS REAPPRAISED
$-------+--
Valuation of life estates or
annuities.. . . . . . . . . . . . . . . . . .$'t=
------I
ESTATE TAX ASSESSMENTS $.-t=
COMPUTATION OF TAX
6..:..77 00 (PAiD IN FULL)
FOR USE OF REGISTER ONLY
Tax on $-=--=-=--::~~-=-:,-2%
Tax on $106 286 60 @
Tax on $5%
TU~$lK
Tax on $15%
Exemptions *
Total Estate !--_
TOTAL TAX
$
$
$--------1--
$--------1---..:..
$"'----------4-....:..-
$----'-__
(*)'As evidenced by Charitable
.Exemption Certificates issued
-oy the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death :::::::::.=:t==
BALANCE OF INHERITANCE TAX DUE $L
Add interest at rate of 6%fro~_____to $.....J
AMOUNT OF ESTATE TAX ASSESSED $--~---lL-
Estate tax paid $-JL-
BALANCE DUE $---lL-
Add interest at rate of 6%from t=
-------1to-----$-----~.
TOTAL fAX BALANCE :$-----~PAID :,.....J
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are mad~to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with shor,explanation.
Will
Administration (No.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
RUTH N.WILSON
-,
.....Deceased
Late of .
County of
VENETIA
WASHIGNTON
~-.;.,..:-..,"'\-~-~
-r-:.)_.-_..,-~-I ~..I:~....-.::""4'j L..-\~~
Cl.·;
~
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
-...,
!•
.,;,,'
)
COUNT.Y ~W!l..~.h.:i.:.~gtQ..1.!.
FILE NO•..........~.~.:..?.~::.4:.Q~.
Funn R.CC-2
;.
'DEPAR.TMEl\~TOF REVENUE
tBUREAU OF COUNTY COLI.ECTIONS
HARRISBURG.PENNA.17127
COl\IMONWEALTH OF PENNSYLVANIA
RESIDEN'I INHERITANCE TAX
AP?RAISEMENT
DATE May 8,1972 I............................;"·.R···..··
..
Whereas..Ru.t.h N..~.wils.o..n .m late of Venetia .
in the County of '.v.~.~.h~~.g.~.Q.~:..:Commonwealth of Pennsylvania.having died on
the l.l.:t.b day of Ap,r.i.l 19.71..•seized and possessed of an estate
subject to Inheritance Tax under the laws of the Ccmmonwealth of Pennsylvania;
Therefore.I A.l.fr.~.d r.~H~.i.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 Hfe estates growing out of said estate.hereby file the following appraisement:
In ,he event that any future interest in this estate is tra::lsferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for ,ears,the Commonvealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rde on any such futue interest.
Deacrlptlon of Asset
REALTY:
---'------
PERSONALTY:.,..
See copy of Schddu1e "B"al:tached to ap'Praisene nt
:Total
Unit
Values
$
Appraisement
Made f,)1'Inherltane,
Tax Purposes
34,000 Q(
81.809 00
115.809 00
WASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
J.{Y.T~N.:.~W:J:~$9..N.....
....
Deceased.
Late of
VENETIA
Date of Death,~.p.:r.:.~.l.:~.l.:,l.:.~.T:r .
Appraisement Docket Vol.38,.
.-
...
.'
~
~I
-'.',.-
~
Page,..1.6.2""6 No.63 7.1-.408 ·.······
F 'ld'R ' ,OfJi Ma 8 '72tetnegtstersce,y ,J9 .
Amount of tax due,$.
DEPARTMENT OF REVENUE
;....
,"
Received,
...........................~..........,...................................................................
"Examined and Approved,....,...........:........................................-,,
Wrote abo.ut Appra-isement,.::.
Appeal jt-om Appraisement,,.-.
Entered and charged,.
I·..
.,
DEDUCTIONS ALLOWED ,IN J
THE SUM OF ,~"..,:,,",.$'tS-,)~'~
197..2.gUSSELL MA ..UiQd,,~~mtO.'v : ' ,.,_.,","'.
STATEMENT OF DEBTS
AND DEDUCTIONS
,'
COUNTY
OFFICE OF nCE
REGISTER OF WILLS
AND AGENT OF THE COMMONWEALTH
OF Washington
Form RC C·l(l
ESTATE OF __-=R~UT:;..::,;H::..:.--::.;N~.----:W.:....:I::..:L:;:.S.=....::.ON=..,;J '-ATE OF RD #1,Bebout Road,veneti~,Pa.
DATE OF FILING APPRAISEMENT DATE OF DEATH _4....:/1..;.;1.:,../_7..,;;.1=--_
DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH"1lI
Russell Harlno,Reglster probatlng wl11,short torm
4/16 71 cash of Wills ·certificc..tes 31 50
4/16 71 cash Observer Publishing Co.advertising letters 14 00
4/16 71 cash Washington Co.Rpts.advertising letters 14 1 00
5/26 71 3 sharon vli1son Lehner burial clothing 69 01
5/16 71 14 Iame1 :tvrortuary funeral expenses 1,782 00
4/27 71 13 Pete Donati &Sons flowers 67 31
4/20 pueen attendlng to grave and711&2 of Heaven Cemetary purchase of scroll i 148 00
4/27 71 cash Father O'Brien :-e1igious services 20 00attorneystees~est.)and
------------~erry D.Smith disbursem::mts 5,210 80
4/4l 72 33 "-i p-erome Adner,3sq.tax consultation 100 00
[Russell Marlno,Reglster flllng fees,lnventory and------------of Wills account (est.)23 00
~naron Wl.LSOn ...Jenner ana
variaLIS p-anet Wilson Smith executrices'disbursements 130 00
6/15 4(a)Samuel Ta1enti
.!;.'l.e.f,)ctL "••VI .L:7 IV
71 income ta~return 162 50
4/27 71 4 tpeters Earned lncome taxTwp.1st Quarter 14 00
4/27 71 5 ~ell of Pal Telephone servlce
(final bill)18 00
4/27 71 6 Columbia Gas of Pa.final bill prior to death 24 00
4/27 71 9 Peters T'tvp.Sar.it<;l.r¥uAuth.1st Quarter bill 17 00
4/27 71 10 rohn B.Hill,:tv.D.m2dica1 SErvices 30 00
4/27 71 11 Kaufmans clothing till 6 31
4/27 71 12 Wm.Penn Parkinq Garaae Inc.Darkina exoenses 33 50
5/15 71 16 Valley Brook Country Club dues and expenses 23 96
1:)/16 j 71 17 West Penn Power Co.f"'na1 bill Drior to nprirh ,n ':l':l
5/16 71 22 IVIcC1e11and Motors car servic~on 4/2/71 64 03
5/'6
;71 '23 Schnieders Dairy dairv serv'ice 9 15
-----1-------lr=amilY exemption -----------1.:"500 100
TOTAL 9,522 40
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Washinqton
JANET WILSON SMITEI,--....::;.;~.=.;;;'---'~=..;;.:;.:--:;:=::..::..:=------HEREBY CERTIFY,THAT.TO THE BEar OF
x _JWS~l~~'CIa-k::J"-L--tA~~~~~~~~d:::J,~L.5.)
DAY 01'"SWORN AND S BSCRIBED IlEFORE ME THIS "1i-/b.<.
-~~~'-"=l"::1E;;:;~::;::::::::=:;--1"':13.-
MY kNOWLEDGE AND BELIEF,THE FOREGOING :S A JUST AND TRU::STATEMENT OF DEBn,FUNERAL EXPENSES AND EXPENS~OP'
ADMINISTRATION SUBMITTED TO THE ESTATE 0=RUTH Nt WILSON
INHERITANCE TAX PURPOSES.
Rcc-n (9-68)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUiREAU OF COUNTY COLLECTIONS
APPLlCATIOt>-FOR AND CONSE~T
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESI )ENT DECEDENT
J
DATEJ'uly q,1973
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVEt>-UE:
Application is hereby made for consent to the transfer of the :ollowing securities of a Pennsylvania
Corporation or a National Banking As ;ociclion located in Pennsylvania:
(a)200 (b)Washington Steel OOrth (c)CommC'nr,_
(NOTE:In describing securities enter in (a),ab Ole,either the number cf shares of stock or the face amount of ,
registered bonds,in (b),the name of t,e issuing compcny and in (c)the dass of stock or the stated interest rate
a,nd maturity date of registered bonds.J
ISSUED ON unknown ,end having a TOTAL MARKET VAilUE OF $_2-=--,9_2_5_,,._0_0 _
(Date)
as of the date of death of the deceden;,Ruth N.Wilson ,on_4_1_1_1_/_7_1 _
(Name of De=edent)(Date of death)
(State)(County)
who was late of_....:.}::.:;U~,')--=::..lJl=.'....:.8=.,e:!:.lID=-()=-U=t-=-."....:.R~d:::.",'.::.."L'__V..:..e..:..n=a-=--t.::...l=-e=-"~,W_a_s-,--h_l-,--n-,--'g~t-,--o_n_'=.1'_,Q_,_"_
(Street and Number)(Post OHi :e)
The securities are registered as follo~s:__~_~_t_~_~~~._'~_1_1~a_.~_,,~~
(NOlTe or names in which ce--tificates are registered)JANET WILSON SMITH~509 Lakewood Pkwy.,Snyder,N.Y.
ADMINISTRATOR)SHARON \4:tLSOn LEHNER,3(;5 .1.\Uill Pl.Rd".•Venetia.Pet.
EXECUTOR)(Name)(Address)Co-Bxecutrioes
NAME OF APPLICANT Jan6't vl11son Smith
63-71-4C8 5C9 Lakewood Pa1"kl'16Y,
COUNTY FILE'NUMBER ~ADDRESS OF APPLICANT Sr..yderIt New York
BUREAU FILE NUMBER ~JlX:SIGNATURE OF APPLlCAN~~~
NOTICE:IFYOU FAIL TO PROPERLY FILL IN ANY PO~TION OF THISA~~BE ~
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
COMMONWEALTH OF PENNSYLVANIA -DEPARTME~T OF REVENUE
CO~SENT TO TRANSFER SECURITIES
DATE July 11,1973
I hereby consent to the transfer of the above seclJrities:now registered in the name of the aforesaid
Decedent and waive the filing of a certificate certifying ~o the :layment of the transfer inheritance tax to which
the property of said Decedent is made sl'bject pursuant to the provisions of "he Act of June 20,1919,P.L.521,
as amended and the Act of June 15,1,961,P.L.373,as amended.This is also in accordance with the provisions
of the Act of April 9,1929,P.L.343.
This Consent to Transfer the herein described property operates onl)o in reference to the estate of the
above-named Decedent.
Washington
(Signature)
3egister of Wills
Srgned I r the 5ecre~~of Revenue
II.,;//1b hAA ~7""'1B...;'I vv -.....vv~.
(Title)(County)
!am the attol'ney of.'record to)?the estate or the transferee
shown on the front or this form.Ido her~by per$onally guarantee
the payment j 'Wi thln the time pt-esol'lbed.by law ,of any Penn.s11van1a
inheritance tax \'thlch may be due on the transfer of,the secur-lt1es
listed hereon fot'which a consent to transfer 1s granted ..
dated:July 9,1973.
_r '_
'i",.~
r r r
RCC-49 (8-711 ~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
HARRISBURG,17127
\.'::F'
'\PENNSYLVANIA ESTATE TAX
!DET,::RMINATION7ot 1t.f
fFt berell ~h_i fr1 Is rl ~f'ld..
J
Date No U 11 1916-=----
Estate of:R(A'~'tV.W(l S .)1J
Date of Death *-,I·II
County tl..J f]S H1~'JrlM T b.j 8.16;.b
Bureau FileNo.&3.1/.Lfof
1.Taxable estate per U.S.Estate Tax Return,Form #706....,.1......
2.Taxable estate per final change in Federal Return dated................
3.Amount of credit for State d~ath ta>es....,oG ..,·1~8·"'"
As shown on return form or finol chimge notice (l'F L 14/.8G
$57,If1.(J(J
$-------
As verified by computation
4.Penna.Inheritance Tax due and/or paid
5.Normal Inheritance taxes paid to ot1er States
6.Total Inheritance tax credits (4 +51
7.Total liability for Penna.Estate Tax (3 -6)
$£.6tt/,.oO
t..}dWt.
8.Less:Previous payments on al c 0:Penna.Estate Tax
."
Date of payment
\,
Amount of Tax paid
$,------~
Amount of :nterest paid
$,-------
9.Balance of Penna.Estate Tax due 17 -B)
10.Interest due from to @6%F'er anrum
11.Balance of Penna.Estate Tax and nterest due as 0':_
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(NAME)("lITLE)
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Reviewed and approved by ~~---~'~.~~---------------~
(NAME (T1TL E)(DArE)
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I1Ectt~t _tIl aub mt~htttttnt 1 ·i
I,RUTH N•WILSON,i'1idowof R.D.#I,Bebout:Road,
Venetia,Peters Tow~shlp,Washington County,Pennsylva~ia,being
of sound mind,meDory and understanding,do hereby make and
pUblish this.my Last Will anc.Testanent,and revoke all ..t'lills by
me at any time heretofore made.
1.I give to ny daughter,Sharon,so long as she
remains unmarried~he privilege if she so desires,of residing in
my horne at R.D.#:..,Llebout Rc·ad,Venetia,,'Pennsylvania,rent free,
provided hmvever tl-:at she shall bear the expense of real estate
taxes,insurance,and maintenance and repairs to the hon~during
her residence.c.
In the event tnat'my da~ghte~Sharon qhall marry,or shall,
not continue to live at the abcve resi~ence,or in the event of
her death the above privilege shall.terminate.
2.SUbjec-=to the above priviiege granted to my daught:er
Sharon,I give,devise and bequeath all of my estate,re~l,personali
and mixed,whatsoever and wheresoever situate in equal shares to
my t\vO daughters,Janet Nilson S;ni th and Sharon h'ilson.
3.In the event that oy daughter or daughters shall
predecease me,I give,devise ancbequeath the share of such
deceased daugh'tcr or caughterstc her child or children per stirpes
and not per capita.In the event that either of my daughters shall
die without leaving children to s~rvive her,then the share of
such deceased daughter.I ,give,devise and bequeath to my surviving
daughter •
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Executrices of this my Last Nil!and Testament,and direct tat
they shall not be requir~d to :Jive bond for the faithful performance
of their dutie~in any jurisdictiori.
1 4.I n()f:linate~constitute and appoint my daughters,
~anet Wilson Smith and Sharo~Wilson,or the survivor of them,
\
IN 'I'ES'l'II-:ONY HI-IEREOF,I,the said Ruth N.Hi Ison,have
set my hand and seal to this,my La3t ~vi11 and Tes tament,this :;:...'J
Ruth N.~"lilson
Signed,see-Iec,published and declared by the said Ruth
1"..liJilson,the above named testatrix,as and for her Last Ivi11 IandTestament,in the presence 0:us,.who at her request,in herpresence"and in the nresence of eact oth.er,all being present
,a-:the same time,have hereunto ~ubscribed our names as witnesses.
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