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HomeMy WebLinkAboutOC1968-0505 - ESTATE OF JURKOVSKY..~t.-C::~q (6-64 ) COVMONWEALTH OF PFNNSYLV,\NI:\. T~U~~FFn.INHFRITANCS TAY RESIDENT DECEDSNT JVRKOBSKY,GEORGE FILE /I 63-68-505 October 11,1967 SUMMARY .---". FIT~#63-6°-505.......,c TtEPOnT OF INHERITAllCF.TAX APPRAISER I.the unrlersigned duly appointed Inheritance Tax ~ppraiser in and for the County of #63 Wasbin~tQn ,Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B","C"and "E". Dated:0/:-25-68 10-11-67 , REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for v.ra~bjngt.Qn County,Pennsylvania,do respectfully report that I have allowed deductions in the amounts claimed by deponent,~xcept as to those items 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.~#f .~A,,"A_:J' Dated:04-25Q'68 ~/,/?H/"""'-V'V'-"'L/ REGISTER OF WILLS ======:= J,J57.68 2,/15/,1:3 2,/:'i/.1'3 ==:l..,29b.;z~:===:=l,...296.rf5 J ,J57.68 .-- VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $'-$*------ INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) J oint-Held Property (Schedule E) TOTAL GROSS AS8ETS LESS Debts and Deductions (SCHEDULE F) CLEA..Fl.VALUE OF ESTATE Valuation of life estates or annuities ...••..•$------ ESTATE TAX ASSESS~mNTS ~------ (:::)As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. COMPUTATION OF TAX *---------d>~)------ FOR USE OF REGISTER ONLY Tax on $•__f)%~_ T ax on $'.__~:,,"_ Tax on $J,J57.68 ~~23.15 E~Tax on $,__11')%$_ Exemptions :=(:::) Total Estate _ TOTAL TAX $_ Less tax previously paid *==~========:=== BALANCE *_ Less 5%of tax if paid within 3 months after death $======1= BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6%from to-------AMOUNT OF ESTATE TAX ASSESSED Estate tax paid BALANCE DUE Add interest at rate of 6%from to TOTAL TAX BALANCE PAID ' ~-------- $------- $------- *-------$-------$ FOR USE QF REGISTER QNLY ADJUST~NTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,same should be noted below,with short explanation. .AI Will Administration t No. Dl THE Year . ~IATTER OF THE APPRAISEMENT OF THE ESTATE OF ..GEORGE·JURlWBSKY··Deceased Late of . County of ..\-IASHINGTON . lIAS:UNGTCN.... Commonwealth of Pennsylvania REPORT AND APPRAISAL I, ... ....D!PARTMENTOF REVENUE Bmil!:AU OF COUNTY COLLECTIONS HARRISBURG.Pl!:'NNA.17 127 COMMONWEALTH OF PENNSYLVANI'A RESIDENT INHERITANCE TAX APPRAISEMENT J')ATE .Ap.r.~.1 ?2.J.f:9..§..?. COUNTY l'T.!3.:.:?,.h.t.,ng:t..9.n . FILE NO 6..3..=.6..$::::5..9.5.. Whereas,,Ge.o.r.ge Jm~kQ:v.aky late of Ji'3.-.?hJ..!.l.g~g!.l.. in the County of j~r.a.~.bing,t.o.n ,Commonwealth of Pennsylvania.having died on the ...............................ll....th............................................day of ......................O.c.tQb.f?:.r................."..............19..9.7....seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,................................y:..R......C.hane.;¥:..........................................................."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 AppraisementDescriptionofAuetValuesMadeforInheritance Tax PurpoIB. $ REALTY: NONE hTOl\IT~ I PERSONALTY: As per appraisement filed ?J.t:..J,J.':I. I ITRANSFERS:I NONE Nn~w JT.HELD:. NONE NONR' 'T'l"'It..<>1 ?J,t:..J,1,':1, I I Having been duly sworn according to law.I do hereby c tify th the above appraisement is made in con-i I formity with law oD'this .............~J:.JL ..........day of ..............................................................,............................................19 ..~£ vlASHINGTON~~County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ...GEORGE JURKOBSKY. Deceased. Late of .......gA3H.IEGTON......... Datc of Death,'O.c.t.ob.er ll,19.6S .. Appraisemel!t Docket Vol.,.3..7 . ~ Page,...lo.4~.6...No 63.~.6e.""5'05 .. Filed in Register's Ofjice,....!:mrtJ ?5..L ..J9..Q.e.. Amount of tax due,$___ DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote aballt Appraisement,. Appeal f1'om Appraisement,.. Entered and charged,.. .#0.l.. I I .-- . -~~:-THE ORPHANS I CO;-T-O-;-l ~'!ASH!NGTON COUl'ITY J PENNA. ,---: /)'-;(;/.J ~;///Y(,/:' -----------.~---II IN RE: :eSTATE OF: GE ORGh J U?~:{OY8=~y ) deceased. I· I'i: I iII I: -I; :1IIII II _.._--.---_._--_. 9ETI~.rIO?r '(''''1 ,..- ,v':J , ..:-\"~,'""I ,'~~~,I;..'. ,. t'/~ 1 f!~/ \/(,~..l/l "~~.-.~I:".~....",',_ ,'oJ "" :1---- ,I I IIII- I or .AwCFF("~ "I BLOOM,BLOOM,ROSENBERG &BLOOM WAS .....I\;G~UN :R,-,~-Hu .8,1\;0 \ '!:1 WASHINGTON,PENNSYLVANIA ;i 1-----11 ~iI /"/-)(-+L~.-------t t ...." .. IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA IN RE: ESTATE OF: GEORGE JURKOVSKY, deceased. ) ••~~f1/'1,r )·•) PETITION FOR SETTLEMENT OF SMALL ESTATE UNDER SECTION202 OF THE FIDUCIARIES ACT OF 1949-AS"AMENbEQ - - - The petition of SUSIE N.JURKOVSKY respectfully represents: -1- That your petitioner is the mother and sole surviving heir at law of George Jurkovsky. -2- That George Jurkovsky died intestate on October 11,1967, his place of residence at that time being 615 Penn Avenue, Washington,Washington County,Pennsylvania. -3- The estate of the decedent amounts to less than $2500.00 and is composed of the following: PERSONAL PROPERTY: Guardian Account,PITTSBURGH NATIONAL BANK,as distributed per Account filed in this Court at No.13-284 of 1954 O.C. $2454.43 REAL ESTATE None -4- That the decedent left to survive him the following heir: (a)Susie N.Jurkovsky,mother 615 Penn Avenue Washington,Pennsylvania 15301 -5- That your petitioner will make payment of the funeral expenses of the decedent upon receipt of the money out of the funds which are to be awarded to her from the estate of the decedent as follows: (a)Stewart F.Barnhill Funeral Director There are no other debts known to your petitioner. -6- $1246.75 That this petition for settlement is made under Section 202 of the Fiduciaries Act of 1949 as amended. WHEREFORE your petitioner prays your Honorable Court to enter a Deoree on distribution awarding the total assets of the Estate of George Jurkovsky,deceased,to your petitioner as sole surviving heir at law. BLOOM,BLOOM,ROSENBERG &BLOOM B~of.~4'()~-- COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF WASHINGTON ) ss: Personally appeared before me,the undersigned authority, SUSIE N.JURKOVSKY,petitioner herein,who,being duly sworn according to law;deposes and says that the facts set forth in the foregoing Petition for Settlement of Small Estate are true and correct to the best of her information,knowldge and belief. Sworn and subscribed to before me this rJtiL day of ;llUA-c.4~,1968. IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA IN RE:) ESTATE OF:)·•GEORGE JURKOVSKY,)·•deceased.)·• ) o R D E R- AND NOW,this :/...0 ~ay of March,1968,upon consideration of the within Petition and upon motion of Bloom,Bloom,Rosenberg and Bloom,attorneys for the petitioner,it is hereby ORDERED, ADJUDGED and DECREED that the entire amount of the Estate of George Jurkovsky,deceased,after the payment of the funeral bill enumerated in the petition be distributed and awarded to Susie N.Jurkovsky,mother and sole surviving heir at law of George Jurkovsky,deceased. Form No.RCC-62 (2-64)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER '10,000,UNDER SECTION 701 OF ACT OF JUNE 16,1961,J !'.,.?--&FFECTIVE JANUARY 1,1982.(FILE IN bUPLICATE WITH COPY OF WILL ATTACHED).'i ':/ .i'/V-~$-0t96 ~OFFICE OF THE REGISTER OF WILLS WashingtonCountyof . ................~.q~~J3i .~.•..eJ~~~~~~~of ..~~~..J?~.~I?-.A:'~~~~,..~~~J;1~~~~~I?-I ..J?~. (Name)(Addreu) being duly ~~~!'_~.according to law,deposes and says that he is the__~E:.~!?_~_~~!=_ .(Exec.,Adm.,Legatee,Etc.) George Jurkovsky .Washington Penna.of the estate of ••..whose last resldence was L _ (No.)(Street) ).. ___________________________________________________.deceased,and that the whole of the estate of said decedent,who died Q~_~~_~~E ~_!_L 1957 (City.Borough or Township)(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRAN<i:ES UPON EACH PARCEL AT DEATH OF DECEDENT. WHERE PROPERTY HE!.D AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate EstimatedNONEValue Personal Property Guardian Account.PITTSBURGH NATIONAL BANK as distributed per Account filed in this Court ,j at No.13-284 of 1954 O.C.2454 .4f!>fJJ t11\ll~I OJ . 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 .~Estimated Value "-~-,. - . (, ( \ Transfers within TWO YEARS Prior to Death 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 - 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 orotherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this f,act.)DECEDENT - -~~-.. 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 iKEGISTER ONLY Stewart F.Barnhill Funeral expenses paid $l246.7E $ ) Familyexemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Bloom.Bloom.Rosenberg &Rl:L~sel fees *fin nn ) Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below Total ~1296.75 Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission or debt is greater or less than the estimated amount claimed and allowed. Subscribed and sworn to before me this /7.(4.. . . . . . . . . . ,day of i??--:4!.r-:-«~,1~{ ........%:f4('11StHERfWAUGf~1~. My Commission Expires M~rch 23,1970 'It'ashiilgloll,Pa~'NasldiigtOii Soa.:t} (Street Number) (City or Town and State) law on thisHavingbeendulyswornac'cording to law,I do.hereby certify that the above appraisement is made in conformity with ...............~~.;;(~dayOf ..~~../~/.,19?~e.~.//..C/.-c.:~~~k ~~.~;/'.~pprRiser In the event that any futuI'e interest in this estate is transferred in possession 01'enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri- tance taxes at the lawful collateral rate on any such future interest. . ..~E~ORT OF ~~~~'OF~LS . I,the undersIgned duly elected Register of WIlls III and ~.. . . . . . . . . . . . . . . ...~County,Pennsylvama,do respectfully report that I have allowed debts anti.deductions in the amoUnts claimed by depo ~,except as to those items where a greater or lesser amount :::d~O~th:",·1.".,,1;2;;;:P.~~"I:abov"whioh ."ato 'I~'~:~'.:~P~~~'~t.~..~;~~... Register of Wills r·I··'· , ~ ~ ..Form No.RCC-62 (2-64) WillAdministration INo Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of . County of ~. Commonwealth of Pennsylvania REPORT AND APPRAISAL ~....~..: ',' ,>-.. .... .\-- \. r \.'../, Form RCC-4-RI-3-66 ~9 COMMONWEALTH OF PENNSYLVANIA llESlDENT DECEDENTS 948642 OFFICIAL RECEIPT No.Transfer Inheritance and Estate Tax File No. Date April 3,19 68 Office REGISTER OF WILLS,t1ASHItK~TON •Pa. HI\SHIt!G)'ON County,55:Received from Susio 1'J.J'lritOValqr,Inf'omnnt (~~)of the estate of GEORGE JURr{OVS\fY who died October 11,19--67.-,the sum of Timtm-?1i"Iill!i;nnd 15/100 n n *"...C'C!C'Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: .~ , Appraisements Made and Filed ,\\ComputatiQP-'of Tax Real Estate ~~/5%$Date Valuation /'$Tax on -10%$-../.:Tax o4J.~..II =nr 2%$$~fM /Total $15%$ Personal Property Kemptions *$/ Date Valuation /(\\UTotal Estate'$$/$Total Tax $/ Total $ \ Less_Tax Previously Paid (if any)$ $I \ / Total Gross Assets /Balance $ Less Debts and Expenses of \\/Less five per centum of tax ifpaid Administration $I within 3 months after date of death $ Clear Value of Estate $'J/1 Amount of Estate Tax Assessedunder Valuation of Ufe Estates or Annuities the Act of May 7,1927.$ Date 19__$ Add interest at the rate of %19__$fromEstateTaxAssessments to $Date 19__$ Total $19__$•*As evidenced by Charitable Exemption Certificates issued by the Secretary of .NOTE:In accepting the transfer inheritance tax on future estates prior to the death of Revenue under Act of May 28,1956,P.L.1757,effective June 1,1957,as amendedthehfetenantortenantforyears,as evidenced by this receipt,it is understood that the Com-by Act No.381,approved July 11,1957,and Act No.207,1961,Section 302.monwealth shall not be precluded or prevented from hereafter assessing additional inheritancetaxatthedeathofthehfetenantortenantforyearswheneveritappearsthatsuchadditional SEALtaxmaybelegallydueandcollectibleforanyreasonwhatsoever. VOOD [P)[LD ©£V[E NOTE:This Triplicate Receipt to be retained by the Register 01 Wills and filed in numerical Register of Wills sequence lor audit purposes.MOORE BUSINESS FORMS,INC••ELM1RA.N.Y. J FORM RCC-4-RI 1'BANSFER INHERITANCE and/or ESTATE TAL RESIDENT DECEDENTS. RECEIPT DocketL__-"'Page'...L1.....ine,-_ EstateOIL _ omCE OF REGISTER OF WILLS _____________Pa. Date,19__ SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9.1929.P.L.343 AS AMENDED BY ACT MAY 15.1945.P.L.528 Register of WiIIlI 1201 (g).Act of April 9.1929.P.L.343.as amended. viz:-"To receive from Registers of Wills all duplicate reoceiptsfortaxespaidtothembyexecutorsoradminis-trators and to charge the Registers receiving the moneywiththeamountreceiptedfor.The original of each suchreceiptshallbesignedandsealedbytheRegisterofWillsandtransmittedtotheexecutororadministrator.whereupon it shall be a proper voucher in the settlement of the estate.In nO event shall the executor or adminis-trator be entitled to a credit in his account by theRegisterunlessthereceiptissosignedandsealedbytheRegisterofWills:' Fill in below name and address of person to whom tax receipt is delivered: I To-----.,....---------------- L RFJlIDENT DECEDENTS File No.63-6e-505 COMMONWEALTH OF PENNSYLVANIA OFFICIAL RECEIPT Transfer Inheritance and Estate Tax WASHD.1lTOU,Office REGISTER OF WILLS,--:---zPa. Received from Bna!e No Jvkovslcy,IafOl"Saat Form RCC-4-RI-3-66 No.948643 Date,_..::..:A:Jo::l'?:.=.1l"=U:=·_..=:..3Lt-__19 68 --__--lJ.....1Au·QS~M~n:..bo~iS,lGt.,I?O....·u.UL.-'County,ss: ~~~.,of the estate oLf ...I:G~OOdJ·!UnOuB~Jf.-\tt~Rw.I(.um¥.<'Si.),lIiUtY'__-------------- who died October n 1961 ,the sum olLf ---!!'ftc.!.!m~m!..!:..!!!y:..=-:...!!1'~mC.!!l:Uml!U..._...1.n~nJ!ld'___.ll ...9.zJ/~]J,lIIOOlZlU---Jnr:t.....!...l:L......J...o::L......J..............--...;;...--'---J..JDollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax NOTE:This Triplicate Receipt to be retained by the Register of Wills and filed in numericalsequenceforauditpurposes. 23.15 23.15 $=====;23~.;=.~151';=·=== $--------- Tax on $5%$ Tax on $10%$ Tax on $1.151.68 2%$ Tax on $15%$ Exemptions *$ Total Estate $ Total Tax $ Less Tax Previously Paid (if any)$ Balance $ Less five per centum of taxif paid within 3 months after date of death $ Amount of Estate Tax Assessed under the Act of May 7,1927. MOORE BUSINESS FORMS.INC..ELMIRA,H.Y. Register of Wills Total $_ *As evidenced by Charitable Exemption Certificates issued by the.Secretary of Revenue under Act of May 28,1956,P.L.1757,effective June 1,1957,as amended by Act No.381,approved July 11,1957,and Act No.207,1961,Section 302. SEAL a~~;;?t(/ Add interest at the rate olLf %' from _ to _ $,- $1~296.7S,------- $1,157..68 Valuation Valuation $,------ $------ Total $a.4S4•4 3 $,- Total Date Date Real Estate Personal Property Total Gross Assets Less Debtsand Expenses of Administration Clear Value of Estate Valuation of Ufe Estates or Annuities Date~19__$,_ -----19_~$======= Estate Tax Assessments Datel 19__$,_ --__•.-19__~$======= NOTE:In accepting the transfer inheritance tax on future estates prior to the death ofthelifetenantortenantforyears,as evidenced by this receipt,it is understood that the Com- monwealth shall not be precluded or prevented from hereafter assessing additional inheritancetaxatthedeathofthelifetenantortenantforyearswheneveritappearsthatsuchadditionaltaxmaybelegallydueandcollectibleforanyreasonwhatsoever. ·FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT Docket<.32 Page /0 ?/J.ine:__C__ Estate o'Lf _ omCE OF REGISTER OF WILLS T:lASHIImTONt---------l'Pa. Date,A=p_ril__3__19~ SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9.1929.P.L.343 AS AMENDED BY ACT MAY 15.1945.P.L.528 R:USS!)!.L MAtmID Register of Wills 1201 (g).Act of April 9.1929.P.L.343.as amended.viz:-"To receive from Registers of Wills all duplicate reoceiptsfortaxespaidtothembyexecutorsoradminis.Izators and to charge the Registers receiving the money with the amount receipted for.The original of each suchreceiptshallbesignedandsealedbytheRegisterofWillsandtransmittedtotheexecutororadministrator.whereupon it shall be a proper voucher in the settlementoftheestate.In nO event shall the executor or adminis.trator be entitled to a credit in his accouDt by theRegisterunlessthereceiptissosignedandsealedbytheRegisterofWills." Fill in below Dame and address of perSOn to whom tax receipt is delivered:. I I To ll.'i'TYS.BLCO~l.BLOO:ttnO.ENBEnG &BK.COtl 200 UASlW~GTON 'tRUST BtJILPIr:G L