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Home My WebLink AboutOC1968-0228 - ESTATE OF VELIKY"'CC-';q ( 6-64) CO~ONWEAJ.TH OF PJ~NN~YINANI:\. TRAN~li'F.ll INHlmiTANC:IT. TAX RF.SIDENT DECEDF.NT VF..i.IKY, JOHN-a/k/ o. VELICKI, JOHN FILE # 9414-31 April 24, 1967 SUMMARY FILE # 9414-31 TlEPOH'l' OF INHERITANCF. '£AX APPRAISER I, the undersigned duly appointed Inheritance Tax ~ppraiser in and for the County of # 63 \'JashiEgton , 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: 05-06-68 -"<;:Z /¥(} /,....;;.___-- TAX APP~R 04-24-67 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for----------- County, Pennsylvania, do respectfully report that I have allowed deductions in the amounts claimed by deponent, ~xcept as to those i terns where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum allowed as a deduction. Dated: INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities ESTATE TAX ASSESSMENTS FOR USE OF REGISTER ONLY Tax on $ ·--0:1o Tax on $ 10% Tax on $ :=~ Tax on $ ___ lFi% Exemptions ·--( :::) Total Estate TOTAL TAX Less tax previously paid BALANCE Less 5% of tax if paid within 3 months after death REGISTER OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $ .4,.500l00 ·-$ L1 1 500.00 $ ______ _ eoo oQ._ soo.oo 6.734.06 ·- 12.034.06._ =====•= $ ____ _ $ _____ _ 6,734.06 12,034 .• 06 =====•= ======•= COMPUTATION OF TAX $ <!> •\• $ $ $ ____ _ $ ======~-$ _____ _ (':') As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. BALANCE OF INHERITANCE TAX DUE $ ______________ _ Add interest at rate of B% from to $ ______________ _ AMOUNT OF ESTATE TAX ASSESSED $ _____ _ Estate tax paid $ __________ __ BALANCE DUE $ ______ _ Add interest at rate of 6% from to FOR USE OF REGISTER ONLY TOTAL TAX BALANCE PAID ADJUSTMENTS $ ______ _ $ ______ _ $ NOTE: Where subsef!uent adjustments are made to the above computation of tax by the - Register of Wills, for proper reason, same should be noted below, with short explanation. Will Administration ( No. P.ll THE .. Year ........... . ~lATTER OF THE APPRAISEMENT OF THE ESTATE OF .. JOHN.. VELIKY. a/k/a . Deceased Late of . . . .. .D.onora .. County of .. lr7a..s.hington .... Commonwealth of Pennsylvania REPORT AND APPRAISAL ~ ----' •. Fopn · R.:c-2 · -0 . COMMONWEALTH OF PENNSYLVANIA DATE ...... .H?-Y .... Q-' .... .1.2.2?. ................ . . DEPARTMENT OF REVENUE . RESIDENT INHERITANCE TAX COUNTY >: ................... YJ.'3.:.~.h.~.P.£t.9..P: ............................. · BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 17127 APPRAISEMENT FILE NO .................................. .9.4J.A:::.3.l ............................. Whereas, ......................................... J.ohn ... V.elik;y. .... a/k/a ................................................ late of ................................... D.ono.ra ...................................................... in the County of .................................. 1-Jashing.t.o.n. ............................................................... Commonwealth of Pennsylvania, having died on the ................................ 2.4-.... th ............................................. day of .............. A;p.ril .............................................. t9 .. e7. ... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ............................. H .•. R •..... Cha.ne.y ................................................................. , 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 $ REALTY: As oer appraisement fil&d }.,_. soo 00 PEHSm~ Al!T'Y: As per aooraisernent filed 200 00 TR.AJJSFEI'I.S: NONE NO:NE JT. HELD: As per appraisment filed 6. 734 06 _T_otal 12.034 06 .. . .. ... •· fonn~;vi.::hb~': :::h~wCII"ll ~G.~ to ~~: ~~ o~·~~~ ;:~~~~~:!£~~ · Appraiser /' £,. · mber and Street) ~'""''''''''''''''''''''''''''''''''''""'''''''''"''""'""'""'""''""''''''''""''''""''''"''""'"""""'"""""''''''""'''''''''''""'""""''''''''' "'""-····?-... jp;;;; .. ·oo;;;;· ... . . . . ... ..... .. . ...... , Penna. JJAS.HING.TON ... County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ... JOHN.. VE.LI.KY ... a/k/a .............. . Deceased. Late of .. DONORA ........... . Date of Death, ....... April .... 22.., .... 1.967. .................... .. Appraisemei!t Docket Vol., ............. .].? .............................. . Page, ...... lJ.+.~.9 .. . ........ No .... .9.41L,~3l .................. . Filed in Register's Office, ... May ... 6 ............ 196.8 .... . Amount of tax due, $ ................................. :···-·-·--------.. -·-·--···· .. ? ~ fg~ DEPARTMENT OF RE-VENUE F-:; =< --- .......... ~ ~. -~ l::J Rec;ived, ................... C.~----· ............................................... _ ........... .. ··::;_: -ry ~ .; ::: :;:; .:....;, t t !· ... --· ... ;;-;::;:····································{-''~·~·.·.:~········ ···························································· ,-w ~--.......__, c.n . d.) A Exam-me .. and pproved, Wrote ab~t Appra-isement, :. Appeal f1'om Appraisement, Entered and charged, .... .. Form RC C·lO DEDUCTIONS ALLOWED IN. ~! (frlf:'l~ DATE .. OFFICE OF TME REGISTER OF WILLS STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF ............ $ 7 :_76 ;::.;_£'/f?' t. .... :J/7 ~ y- DATE APPROVED ....... . ESTATE oF --=J:....O:....H:.=N::..;__:....V_E...:L::.;I::.;K:..:..::Y ______ LATE oF Donora DATE OF FILING APPRAISEMENT __ ___,/ __ ~_~ __ -t:: __ ? __ DAT!i: OF DEATH --.:A~p~r.;::i:..:l::....;2=--.:.4....;z,~l=-9::....::;6....:.7 _____ _ NO. OF NAM&: OF PAYEE REMARKS AMOUNT VOUCHEJit Josephine M. Douglas Letters 12 00 Washin2:ton _Countv Renorts Advertisin2: T.e·tters 12 so Valley Independent Advertising Letters 10 00 Russell Marino Inventory & Appraisement 3 00 Russell Marino Filing Account 16 00 Notary Public Fees 3 7S Barna and Barna Attorneys Fees 277 7S Paul Macik ' Funeral 1 341 00 A. N. Finegold, M.D. Medical Attention lS 00 Chads o. Chalfant, M. D. Medical Attention lS 00 Monsi_g_nor Kushner Funeral Mass lS 00 Telegrams and Postage 9 00 Funeral Supper and Refreshm :mts so 46 p _£)4 _j· ~f-~.u .Jt, ell-0--d ?I ~HA {I .1...'2 ~A 'I I I /rot r£ COMMONWEALTH OF PENNSYLVANIA COUNTY OF Washington W~ Joseph A. Veliky and }ss: John J. Veliky HEREBY CERTIFY. THAT. TO THE BE•T OF MY .I!::NOINLEOGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OP' ACM!NISTRATIClN §U'3M ITT ED TO THE ESTATE OF _,..J-'=O:.!:.h~n~V..L!:e:..:!l=..,i~k~y __________ _ INio!!!:iHTANCE TAX PURPOSES. /;U---:-7'~l.JfF"~~--:J~"7'T:'-f;/-~:...t.&d.~'l"-::,....,.--,,....,...--:-:---:-< L. S. l SWOR'N AND $1,190C'.IOIBEC l!IEFORE ME THIS CAY OF IJM~uary-fl ~8 68 __ _::::{~#II Letr-- CONSTlNCE l. RIS Y, Notary Public Donora, Washington Co., Pa. My Commission Expires April 13, 1970 - . ~ . . rc · c; ! •:t ., 0 --7, , -· f ·-.... f ~ ~ - . -- ,.... I -. -~------~--------~----. ------------------~· C!!nmmnunttalt4 nf tbuu.ayluauia.} lllaabi~gtnu C!tnuuty. !i!i. KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, m the County aforesaid on the 22nd day of A. D. 19 67 , before me, Jesephine M. Deuglaa , Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington, in the Commonwealth of Pennsylvania, the last Will and Testament of John Veliky a/k/a John Velicki late of Donora in the County aforesaid, deceased, (a true copy whereof is to these presents annexed), was duly admitted to probate; and Joseph A. Veliky and John J. Veliky the Executors in said Will and Testament named, having appeared before me and taken and subscribed the oath of office prescribed by law; NOW, THEREFORE, I, ' Jesephine M. Douglas , Register as aforesaid, do grant these LETTERS TESTAMENTARY, unto the said Joseph A. Veliky and John J. Veliky committing unto them the administration of all and singu'lar the goods and chattels, rights and credits, which were of said deceased, and requiring them to exhibit a true and perfect invent<?ry thereof into the Register's Office, at Washington, within ninety days from the date hereof, and to render a just and true account of said administration at the expiration of six months from the date hereof, and to regard and comply with the provisiOns of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF, I have hereunto set my hand and the seal , of said Office at Washington, this 22nd day of May m the year of our Lord one thousand nine hundred and sixty-seven. ········:·· ......... : ............ llZ. ......... ~~--~-~.:--~ ./ ... . ~ .. c .. A=·~· LAST WILL AND TESTAMENT I, JOHN VELIKY, of the Berough of Donora, Washington County, Pennsylvania, do hereby ~e my Last Will and Testament and revoke all Wills heretefore made by me. FIRST: I direct that the proceeds ef my death benefit certificate, issued by the National Slevak Society, amounting to $850.00 be applied towards my funeral expenses. The beneficiaries in said certificate are my sons, Joseph A. Veliky and John J. Veliky. The remainder of my funeral expenses shall be paid equally by my said two sons, Joseph A. Veliky and John J. Veliky. SECOND: I give and devise all of my real ~state to my son Joseph A. Veliky, his heirs and assicgs. THIRD: I give and bequeath all of my personal property to my son John J. Veliky. FOURTH: I censtitute an9. appoint my sons Joseph A. Veliky and John J. Veliky as Executors of this my Last Will ind Testament. IN WITNESS WHEREOF, I, JOHN VELIKY, the Testator above named, have hereunto subscribed my nQJlle and affixed my seal this Sixth· day of February, A. D., 1957. JOHN VELIKY (SEAL) Signed, sealed, published and declared by the above named John Veliky, as and for his Last Will and Testament in the presence of us, who have hereunto subscribed our names and at his request' as witnesses thereunte in the presence of the said Testator and of each other. PAUL N. BARNA BERNADETTE M. NOBILl , . ..- , ... - N Slll,',\ 30 H31SID3H ONitJvw llJssnu COPY OF· INVENTORY . &otat:y Public ·Joseph A. Ve1tky and John J. Veliky . tyax:e JOB V!Ll1Cf a/k/a 301m VBU'CU .re'bR~l:Y 68 /s/ Constance L. Riskey My commission expires April 13, 1970 3Juneutnrg attb ·1\ppraisemeut of the goods and chattels, rights and. credits which wer~ JOD ftLDtt •fkla J'OBJf~ V!LlCU ~ · · . of ............................. : .................................................................................................... : .......... late of ................................................................................................................................... . Washington County, Pa., taken and mat!e in conformity with the above affida:vit. DOLLARS CENTS .. BIAL ~IS.Aaa 219 Thl#d St~:~t, Donora, ~lvmta; heln& ·LOt No. 21 tn. Block lto• 9 of the. ·U:'Itcm lmpt:O!emettt ~1'• P1aft .for the Bol*.lgb o' ntmosre, upon wlt!cb 1s q<matl'ucted ·• . two·•to~ ~-· t~welltnl ,. . · .. · · · · 4,·soo. oo ... . " . ' ' .. . , .. . : ... .;. ' . ' ' 800-00 255. 00 ' ' .. ,,..~. •••· ... , ., ,nh•«•..,••• • ·~··""",.., ~·~• • • •• ' .· ,. .. l" .,•s;L ............. " l ~·'I ::f · . ·..;; 1 • c ,. .• ·<...$ -, .. ·,~, ·""·.u .. 1' .. ... .• ,, . ' '. \ ., \ ( ' . ............ \t:l .. STATE OF PENNSYLVANIA, WASHINGTON COUNTY, } SS: The within named Accountant being duly sworn according to law, depose and say that the above account as stated is true and correct as·-------------~--------------verily believe. Swom ond Subscr;bed before me th;s ____ ,j/1'!:_____ ) l9_lf .... l ~-------------- otary Public Donora, Washington Co., Pa. My Commission Expires April 13, 1970 Washington County, ss: H ~ U: ""' H' o ...:1[ ~ t-j j:l::l: ::s . ::>! 0 s:;: : g ,..c: z! < o! ::t:! 1---)1 -------------/J /) /() ;; L ----------_1Jl, ____ :/J'tV'«'1 ---rc;~-1)~--------- I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court, as evidence by proofs thereof filed to No ............................................. . Witness my hand and official seal this ........................... . day of ........................................................................ 19 ......... . Register of Wills .... ..., ... ::s ~ II ~ 0 0 0 0 ~I ~ Q.) ..<:1 ..., ..... 0 0 ..., ~ ... Q.) 0' . \'\.... 'J[ "0! "'l r;.:. ; S::; , . 0 co; co; !' § ' \·:l\._tD li II t II '1:1 Q.) .._, 0 -= Q.) 0 :~\ ~ "' Q.) '8 ~!E ···-.}. ~ .........., : fi1 ~: :>l. ~ E-< .........., ~~ ' < co: •r-li . ~ ; ...-li fi1 i w! ' ~! >: "--~: : ~v H: : ...:1! <i '\'\ j:l::l; : ::>-.! -" ::>: ,..c: ~ : '~ . ~ ol Zi Wl •r-l! . ::I::: tl): r--l : o o: o! wi z IJ' 1-)! ::> : ... ""' i8 ~""'" I. 'I 1 ill 1 •n • 0 +' 0 1.8-N rJ ! ......... ..; l ... ;: . 1 ~w. 3t ·11 -= :.4 \ < t ::s 0 fi1 ~: ~ "' "' '1:1 <':! -= ...! -= <':l ~! --:t -~ :a .l +' .s ~ 0 -~ ..., ~ ..., <':! Q.) s ~ ..<:1 ... 0 +' .... ..... -= -= 0 '1:1 "' -= ~ ... < ,.., 0 ..... 'L1~--<. -<-~ ~ ··~ ,. __ ~' ....... '' •.. u -v' ·. ,.· .· / / ~·- ·· ... IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA IN RE: ESTATE OF JOHN VELIKY, a/k/a JOHN VELICKI, Deceased: •.. ) ) ) NO. ) ) ) I, FIRST AND FINAL ACCOUNT OF JOSEPH A. VELIKY AND JOHN J .. VELIKY, EXECUTORS OF THE ESTATE OF JOHN VELIKY, also known as JOHN VELICKI SUMMARY: Principal: Receipts Disbursements AMOUNT FOR DISTRIBUTION - $5., 555 .oo 1,676.50 $3~878.50 ""· ,._ .. P R I N C I P A L RECEIPTS Inventory and Appraisement Filed $5,555.00 DISBURSEMENTS Administration Expenses: Josephine M. Douglas, Letters 12.00 Washington County Reports, Advertising Letters 12.50 Valley Independent, Advertising Letters 10.50 Russell Marino, Inventory & Appraisement 3.00 Russell Marino, Filing Account 16.00 Notary Public Fees 3.75 Barna and Barna, Attorneys Fees 277.75 335.50 Preferred Debts: Paul Macik, Funeral 1 '341. 00 <'' .• 1,341.00 -·- $1,676.50 Washington County Rep~ris 83CS:mDlCEKl9HNNXSliHSEI Washington, Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784 Sec. 3, paragraphs (3) and (25). CoUNTY OF WASHINGTON t SS STATE OF PENNSYLVANIA ( • Personally appeared before me, a Notary Public in and for said County and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the official legal periodical for said Washington County, publis'hed weekly having its place of business at Washington, Washington County, Pennsylvania, and is act- ing as its agent in this behalf; that the said WASHINGTON COl'NTY REPORTS was established on March 31, 1920, and was designated as the official legal publication for Washington County, Pennsylvania, by order of the several courts ol said County, dated November 11, 1920; that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement, exactly as printed or published, which appeared in the said legal periodical in its regular issues on the following dates: June 1, 8, 15, 1967 ········-··-························----------------·-··········-·· Sworn to and su 15th. :::::?ifJ::.~:;:=::::{i:::::::::··:··:::::::~::·· Notary Public KATHERINE C. YARD, Not Public , . Washington, Washington Co., Pa. ~ My Commission Expii'SS November 1, 1969 ' Estate Notices The Register of Wills has granted letters, testamentary or of administration, in the following estates. Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present t:hem for settlement to the Executors or Admin- istrators or their Attorneys . • • • • • • • • • • • • • • • • • VELIKY, JOHN, a/k/a JOHN VEL- ICKI, Dec' d. Late of Donora, Washington County, Penna. Executors: Joseph A. Veliky, 219 Third St., Donora, Pa.; John J. Vel-iky, 85 Highland Ave., Donora, Pa. Attorneys: Barna & Barna, 7th & Mc- Kean Ave., Donora, Pa., 15033 • Proof of Publication of Notice 'in The Valley Independent . ' ~~ Under Act No. 587, Approved May 16, 1929, P. L. 1784, as amended by Act. No. 51 of April 24, 1931, P. L. 67 State of Pennsylvania County of Westmoreland }ss: Personally appeared before me William H. Pore, Secretory of Man Volley Newspapers, Inc., a Penn- sylvania corporation, publisher of The Volley Independent, who, being duly sworn, deposes and says that The Volley Independent is a doily newspaper of general circulation in Fayette, Washington and Westmoreland counties, Pennsylvania, and elsewhere, published in the City of Monessen, Westmoreland County, Pennsylvania, that it was established June 28, 1902, since which date The Valley Independent has been regularly issued in said county, and that a copy of the printed notice or publication is attached hereto exactly as the same was printed and published in the regular editions and issues of The Valley Independent on the following dates, June 7, 1967 June 1~ and 21, 1967 Affiant further deposes and says that he is General Manager of The Valley Independent, a daily newspoper of general circulation, and as such is authorized to verify the foregoing statement under oath, and Affiant is not interested in the subject matter of the aforesaid notice or advertise- ment, and that all allegations in the foregoing statements as to time, place and character of publica- tion ore true. ~~-)/ ~ COPY of NOTICE I ~ . Letters testamentary on !be estate of John VelikY a-k·a John Velicki late of Donora, Washington CountY, deceased, having been granted . bv the Register .of I Washington County, notice is hereby 91V· I en to all persons indebted to said estate to make immediate payment, and to those having claims against the same to present them without delaY to Joseph A. 1 Veliky 219 ~ Third Street, Donora, \ Penna:, and John· J. VelikY, 85 Highland Ave., Donora; Penna., executors. Bama and Barna, attorney, 7th and McKean Ave., Donora, Penna. 6;7,U,21 CHARLES M'Ni/XtC!!rl!C1?,ubJl~j. P • Monessen, rJe~h.orGI;.m"{J r.~.~ P~bho M · · · IJJy ~.?":'.mms~ Expires y commrss10n exprres . ~Wli:Rib3 77 'ti:r; STATEMENT OF ADVERTISING COSTS: Barna and Barna., Attorneys at Law Seventh and McKean Avenue Donora • Pa , 15033 TO MON VALLEY NEWSPAPERS, INC., DR. For publishing the notice or advertisement attached hereto in The Valley Independent on above stated dates .................. $ 10.00 Notary ........ '. ................. .... ......................... ...... .. .... .. . .. $ , 50 Total .......................................................................... $ 10.50 PUBLISHER'S RECEIPT FOR ADVERTISING COSTS Mon Valley Newspapers, Inc., publisher of The Volley Independent, a doily newspaper of general circulation, hereby acknowledges receipt of the aforesaid advertising crnd publication costs and certi- fies that the some hove been duly paid. MON VALLEY NEWSPAPERS, INC. By 8/25/67 )~ PETITION SUR AUDIT Testate Form ~ IN THE ORPHANS' COURT OF ·wASHINGTON COUNTY Estate of .... JOHN .. VELIKY ... a/k/a ....................... _________ _ No. _________ , __ 228 ... 0F. .. l96.8 ___________________________ A. A. _________ J.9HN .. .Yf}.~J9.KJ ______________________________________________________ _ Fiduciary ... Jos.eph .. A .... V.cliky ....................... . ____________________ J.9.h.n .. J..~--.Y.~J_;i.l~Y--------------·------------· Deceased ~~~ ~~~ Decedent's death ..... AP-;t;_:i,;l,. ___ ~4 ..... l9..6.7. __________________________ Grant of Leltters ..... May. .. 2..2., ... 1.9.6.7 ............................... . This is the .... Ei.r.~.t. .. ..and .. f.inal .................................... account filed in this estate If there have been.:former accounts filed in this estate, list file number or number and term .... N/A.-------------~--------- Election to take Date Election Place of; Under~ will. (cross out one) Filed _________ N/A__________________ Record· .: .. :N/.IL .............. . Name of surviving spouse ....... No.ne ___________________________________________________________ : __________________________________________________________________ _ List issue, where material: None Did decedent marry after execution of will? (indicate) :){:fiiX No. Any children born after execution of will? (indicate) 31!• No. If answer yes, name them ....... N./A-----------------------------------------------------------------------------------------·····-------·············· Leg.atees Relationship Interest Fiduciary, if deceased or not sui juris Joseph Veliky Son Real Estate John J. Veliky Son Personal Property List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Cause: N/A If partial intestacy, give facts: . N/A Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled to notice (Court Rule No. 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account and of call of audit? Yes. ~ If any exception give cause: .... N/A-------------------·-------------· File copy of Notice and date of mailing ...... f..e.b.:r.ua:ty ... 23.,. .. l9.68 ..................................................... :---······································_.=-,~.:·;., Is estate subject to the filing of a F~deral Estate Tax Return? ...... Na ........................................................................... . Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ ........................................................... . I , If the Will makes any portion of estate subject to a life-estate, give name.~nd birth date of life tenanL .... N/A ........ . ~, ... Give Names and addresses of all unpaid creditors who are legally entitled to,. notice, together of such claims; state whether they are admitted to be correct; and whether the c.laim is denied. \ with the amounts None_ \ Give reference to such parts of the will as require interpretation by the Court; a reference to all questions re- quiring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication: The expenses have been advanced by the heirs. Balance for distribution per account, Itemize any additional debits not shown by account: $ .... 3.r8.7.8 .• .50 ........... . Total additional debits (Add) $ ..... 0 .... 00 ..................... . Itemize any additional credits not shown by account: Total additional credits (Subtract) $-----~---~~---------------------- Balance for distribution $ ..... 3.,.81.8 .... 5.0 ........... . If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); Only asset is real estate, description o£ which is hereto attached. a.:, . .Ill --~--------~----~-----------~--~~-~--·---'~-'--------·----. ---~---~----'---~---~-----~-----------·-----------------___ _.__j If Family Exemption claimed by Petition, give place of Record: .. ~ ..... N/A ................................................................... . If Family Exemption is claimed at audit, give name, relationship and basis for Claim: ........ .N/A ............................... . List any advancement or distribution on account that has been made, and nature and amount of same: None Suggested distribution of balance shown, both as to principal and income, attaching signed and itemized elections to take in kind if balance is not in cosh: residuary shares being stated in proportions: Balance is real estate in kind and is specifically devised to Joseph A. Veliky. COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA The above named Fiduciary or representative thereof, being duly ........ §.WQX".n .................. doth depose and say that the facts set forth in the foregoing petition are true And your petitioner will ever pray, etc. to the best oL .... their ............... knowledge and belief . ........ §~Q;r;.n ............................ to and subscribed before me this ... 2.0th ... day of .. ).f1P--.+.~.h .................... l:···Q.B. ...... .. S;gnatu'e of Offke,,--d<'--•.-~--~--~ • _ _ __ Title of Officer .. :: ... ~~""'~-~~~--.... HMP.l.}.W;r······················· ·········· iJonora, wa3.~1~~ton ~· Notary Public · Off . My Commiss; ounty, Pa. 1ce exp1 res ......................... f'eMiiary··j,ll~;,es-················ , ............................................................................. ! ~ .......... ~ .... ~ .......................... '!' ..................... . \ I No. ______ .28.8. .. .o..f .. J.9.6.8 _________________________ A.A. Estate of _______ J.Q_IjN __ y~-~l_KX_, ___ rJ./}$./a _______ _ JOHN VELICKI. ··----------------------·----.. -------............ --.... ------------.... -------.. --.. . Deceased Fiduciary ______ Jo.se.ph.-:V:e.li.ky-------------------- ________________ :!_?.~-~---'!-~ __ y_~-~~-~Y. _____________________ ., PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following, in conformity with Court Rules adopted effective, December 3, 1951, being rule No. 9: paragraph b-e; and divisions thereof: shown on pages 23-24. 1. Written praecipes$ of all Counsel in the case. L; 2. Copy oP,p.sder appointing Guardian ad litem, if.:P~rtinerit;: ii '"'<)... • 3. Copy q1~~rder1 r9PPOirtting Trustee ad litem, iff'_:rtinent: I 4. Proof of''s~rvice.af above;;-, ="' :-Q .:::;,; J I ~ 5. Letters ;=-'t:e.,stamentary ~u 1-dministration C. T. ~6? an p:Jtest copy-of Wi II. 6. Copy of invento"ry and appraisement. ~ 7. Proof of advertisJ;lment of grant of letters if not filed with account. ' 8. Certificate of I iens in case any of the funds for distribution are from judicial sale of real estate. · 9. Signed and itemized elections if any distribution in kind. 10. Copy of Federal Estate Tax return if es- tate is subject thereto. BAR~D BARNA ----~1[ _____ ~~-r---··:.tt~;;;~;-·· \ ~~ I (",..) _, ........ I ( ( lJn tqr ®rp!Janu 9 C!lnurt nf llauqtngtnn C!lnuntg In the matter of the Audit of Account in Estate of ·JOHN VELIKY a/k/a l No. 288. OF . 19_6.8_, A. A. JOHN VELICKI ~ ) TO THE AUDITING JUDGE: L~. 1: ~:J it, ' {~· ··f·' .:r Enter our appearance for Joseph 'A. Veliky and John J. Veliky, the Executors in the Estate of John Velikv a/k/a John Velicki BARl\lA.... AND BARNA I By(~~l • -• ---,,---""""::..k!::.Ja.U--~day of March r N. B.-Counsel shall, by separate paper, present a concise statement of each claim, with supporting calculation of any interest claimed. Objections to an account as filed, shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. • 19__6_8 v No. 288 , OF , 19__QJL, A. A. In re Audit of Account in Estate of JOHN VELIKY aLkia JOHN VELICKt AUDIT Jrarripr for l\pprnraurr FOR, JOSEPH A. VELIKY JOHN I \lEI IKY Barna and Barna Attorney ~-2 I I ·- 3Ju tqr ®rp~aus' <linurt nf llas4ingtnn Qinunty ESTATE OF No .... ?.?.~----Of 19 ..... 2~L, A.A. ________ i!_?.~~--y_~~-~q __ '?:/~1'?: ... ~~-~~----------- ____________________ Y.~lJ.~~,.~--------------------------------- ----------------------------------------~~-~-~~-~~-~~------------ In the matter of the ..... ~-~!:'-~-~---~~~----~!~~~ Joseph A. Veliky and John Account of·----------------------------------------------------------- __ __;!_~ ____ y_~_+-~~_Y. _________________ ~l.;~~-~:t!.9.~-~-,------------ ADJUDICATION AND DECREE And now·------------------~~1.. ........................... 7 ....... , 19 ..... 6.~ this matter came on for hearing, audit and distribution at this session and testimo;t··t~ken; and thereupon, upon due consideration thereof the bq.JaQCe for distribution in :the hands of the Accountant is determined to be $. _____________ .J,..0.70 ... 5.0 _______________________ and the accoun1t is accordingly confirmed; and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto a·ttached and made a part hereof, unless exceptions hereto be filed sec. reg. or an appeal be taken herefrom sec. leg. Balance pe·r account _________________________________________________________________________________ , Balance.----------------·-----------------------------------·-------------------------·----------------------· Deduct Clerk's Costs & Receipts---------------------------------------·-------·------------------ Attorney .... -----------~~-~:r?:~---~---~-~~~---·------------------------------------·--------------· Russell Marino, Clerk o. c. costs in certifying real estate to Recorder, John D. Woodward, Recorder, costs recording certification of real estate, Russell Marino, Agent, transfer inheritanct tax, Contribution to maintain assets in kind for distribution, Joseph A. Veliky, so~, specific devise of real estate as hereinbelow described, held in kind and distributed as such at the appraised value, REAL ESTATE TO BE CERTIFIED TO THE 16.$0 COUNTY BY THE CLERK OF THE ORP NS 1 $ 3,862.00 4,500.00 o balance -/ ,) John Veliky a/k/a John Velicki, devisor, to h lA. devisee of all the right, title and interest of the devisor in and estate described as, VIZ: parcel of real ,f ' \ No. ______________ Of 19 ____________ , A.A. In the matter of the account of of Estate of 1\~ju~iratiou au~ irrrrr ::0 rn:::::J (;'IC: -(./) cnc.n -In rr.f.:._ :Dr Q-;,. -~x; :::E=o r-z ro (,/} ~2 r---~ ,.;:'! ( ., ~;.u ~ ==< lD :<-'? .____.. .0 :..~ ....... i l r r?""'t I ! 0 ~; "ALL that certain parcel of land ly~ng in th~ Borough of Donora, Washington County, Pennsylvania, and descrjbed as fpllows: Lot No. 21 in Block No. 9 of the Unjon Impro~ement ~ompany's Plan for said Borough lying between Thompson AvenuE and Lin~en Way; fronting on Third.Street 25 feet and running back 97.02 fee1. EXCEPTING ,AND RESERVING all natural gas and :>il underlying said land but no wells shall be drilled on the samE for eitl~er. BEING the sa.me parcel of land that 1 eter Mas :d tis et ux., by their deed dated April 10, 1936, and recorded ir Washing~on County Deed ·Book Volume 605, page lltl, granted and conveyed to John Vel cki and Anna Velicki, his wife. The said Anna Velicki died on Msrch 27, 947." CERTIFIED TO RECORDER: JULY 15, 1968 J. ·- 0 ..... 0 ~ ~ m n ::J z VI n ~ ..... 0 ..... ty 0 s:: ::T ..... ::J 11> f"- --· 11> ..... 3 = 0 0 \ ty ..... ..... 0 ..... ~ 4-\ .., ~ ~ 0 +-+ ..... ..... ..... ::T 11> t }.j \} N = = "h. ~ = ty s ~ 4-\ t-t ~ ~ ~ ' IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA IN RE: ) ) ESTATE OF JOHN VELIKY, a/k/a JOHN VELICKI, ) NO. 228 OF 1968, A. A. ) ) Deceased. ) FAY TRANSCRIPT WE, the undersigned, do hereby acknowledge to have received £rom Joseph A. Veliky and John J. Veliky, Executors of the Estate o£ John Veliky, a/k/a John Velicki, Deceased, the sums set op- posite our respective names, being payment made under an Adjudi- j-;s-t~, I cation and Decree dated May 7, 1968. ~ Russell Marino, Clerk's Costs $ 16.50 LIJ ~~/·_,--- Russell Marino, Certification of Real Estate ~LefOLU. 4.00 ~2J;u,i) John D. Woodward, Recording Certi£ica-/1 "' ~1 ~. !( t ion of Real Estate 7.50 ~/s,(), ... Jf-~j} ~0J- Russell Marino, Inheritance Tax 69.83 ~~?,tA' .-4 ~~~- ! !j \ 1 -·rtu '· Form .jb. RCC·62 (2·641 THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 18, 1981, V EFFECTIV:£ ih~NUARY 1,,1962. (ijiLE IN DUPUCATE WITH COPY OF WILL ATTACHED) OFFICE OF THE REGISTER OF WILLS County of .. \'I~IjfNG'f~l'f ........... . . :!?~.~~h .1>:-.· .. Y~.~;!<.Y.. ~.~~. ~<?~~. -!.· .. Y~.:q¥.Y.. of . :~J:l.~ . .l~?J::<?~gl?.·. 9.~. ~C?~P.X:~· ................. . (Name) (Address) being duly ---------~-~~_;_!} ___________________ .according to law, deposes and says that he is the ------~~~_c;,y_tg~_§. ______________________________ _ · (Exec., Adm., Legatee, Etc.) of the estate of _JQH~_.Y~~-:n~X---~~~/.C! __ J..QRN __ ~-B~~~!J!st residence was ---~-i~IhJ;:~--~j:_;:g_~~------------------------<No.> (Street) _p_<?._~,S)-~~-~---~~-! _______________________ .. deceased, and that the whole of the estate of said decedent, who died~~g;J_! __ ~4_, ___ .:!._2Q7 (CitY, Borough or Township) (Date) consisted of: REAL PROPERTY REAL PROPERTY IN P'ENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRAN0ES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HEiD AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value 219 Third Street, Donora, Pennsylvania, being Lot No. 21 in Block No. 9 of the Union Improvement Company's Plan for the Borough of Donora, upon which is constructed a two-story frame .,;;.• ~.tl dwelling ( -1."1 . -"' ,~ ~ ~~..., I L 4,500.00 -~ \ ..... ~#f¥''11'"P-~ t; ... ~"'.) ~ y l~~~· Personal Property National Slovak Society Insurance Policy 800.00 co·~-~ . !f1t ~--· = - ' ( .. ---. c ·-·- 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. Jointly Held Property E:sti~lted .. . ""'" ·value .. . . :Nan:ec Savinas "'AccoHnt No. 10740---MPllnn N~+;nn~l R~nk ~nn - Trust Comnany, Doro ra office. "John Ve1ikv in trust for \· \.s, John J. Velikytt I.-.-& 7 .. $6•, 734.06vi Ok ~ .. . ' ' Transfel's within TWO YEARS Prior to Death None ..... ' .. . ' -.-' .... -' That at the time of death there was no safe deposit box registered ih decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT None 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 Joseph A. Veliky Son Yes Over 21 One-hal:f 219 Third Street Donora, Pennsylvania John J. Ve1iky Son Yes Over 21 One-half 85 Highland Avenue Donora, Pennsylvania " 4 RESIDENT 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 !KEGISTER ONLY Funeral expenses paid $ $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees * Fiduciary commission * OTHER DEBTS AND CLAIMS ( *) See Note below I I I I I i ~ Total Note: The estate 1 agrees to advise the Register of Wills if the amount actually paid~ 1'n settlement of any fee, commission or debt is greater 01' le~S than tl"(P estimated amount .claime;d ~OWed, ~~~' Subscnbed and sworn to before me th1s . . . . . . . . . . . . . . . . . . . . . . . . . . ~. . . 'l/.,f, . ~{:: ................... . Executor-~ttStrator) ........................ dayof .~ ............ ,19.4-.J! . ~~P~iCd.~················· Donora B"ro, Washington Co. .i., ., :1;"';'-'tii!\1 i (Street Number) P9.lf~I;' ~ ' .. P.'?.I?I:l.~ Y. :J.Y?-.t:1.:i,<?-, .. .+?. 9.~~ ...... . (City or Town and State) April 81 1968 Having been,du~ according to law, I do hereby certify that the above appraisement is made in conformity with law on this ............. ? ................... dayof ........ ~~·······:o·'(·····~:5:· l.t:/ . /"7 .. /. ~:.£ .... ~... . .. .. . .. .. ~ .. :::&.:«/.". .... --~P;;.~iSer In the event that any future interest in this estate is transfened in possession or enjoyment to co lateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby exp1·essly 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 WILLS I, the undersigned duly elected Register of Wills in and for. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . County, Pennsylvania, do respectfully report that I have allowed debts and 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 said schedule above, which greater or lesser amount represents the sum allowed as a deduction. Dated: ............................................ . Register of Wills ' , \ I I ..... t 0 ... Form No. RCC-62 (2-64) Will Administration l No. · · · · . . . . . . Year ..... IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF . .~<?~~. ~f:..~~);", .. a:(~/~ .. ~9fl.J.'f. YA~;I:!=KI Deceased Late of . ~.qnor a ............................ County of . .W~~.4~A91=P.ll ............... > Commonwealth of Pennsylvania REPORT AND APPRAISAL ;·-,\ / ' ~-... v ""'--------~-\ \\ \ ,- : "" .. 3 ·' ,• :.( . _::, -;". . --:_: ~. ;· .... ,... ' . :;.. ,...., ..... # ~~ .... ·,.,· .... -.... · ........ ,..,·./ £, '( ......... ... /,_. .v / ;..~ r, .,, '•'r• •·•' -·. RCC·BI (2·64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT .TO."EPH A VET IKY & .JOHtT .I 1llii IFY IN YOUR REPLY PLEASE REFER TO 37-14-9 In Re: Estate of __________ u,I~O~tm~J~'lli~T.~TAK~Y_aa~/~k~/~a __________ __ ------""1~;,cTA,.,~.;J.,.HJ..IT..,l;N!!l.G.::.J'T...l..'O"'-'~,-::...~ -------County -File No. 9/;H-Jl Dear Mr. Veliky: You are hereby notified that the original appraisement in the estate of JohJ::J. Vel j k;;r a,lls,la has been filed in the office of the Register of Wills qf Washjngton County on May 6 , 19.6a.. Said appraisement reflects the following valuations: Real Estate --------lrl,_,, ,"'"'5~0""'0~0~0...._ ___ __ Personal Property ____ --J.p~o~o~ . ...~..o~o~----- Jt. Held ~s,-_____ _..c;6~,-f.7~J~.;-i1 ..,1., O.u:;6l---- Tota l --------------1~2::...,,,_~.0.~,;J~I.,..1 ,...~.n.u6;l.---- As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after one year from date of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ______ ~M~la~"~~-~6~·~1~9~6~8~-------- DATE OF DEhTH: April 24., 1967 Note: This is not a bill.