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HomeMy WebLinkAboutOC1968-0646 - ESTATE OF LUKETICH SRR CC-B I (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT -."J ~,' IN YOUR REPLY PLEA8E REFER TO 37.;.113-2 In Re:Estate 0 f ...oJ.TuO.uHUJN~.J,.jI'cLlnwKu;E:L.JTL..TuC...uH~,--Io.lSwR.....~_ __---!JWi.£lA~SwH~I~N~G~T..xO.uN County - FHe No.63-68-646 Dear Mr.Luketich: You are hereby notified that the original appraisement in the estate of Iobn I nket;cb,Sr has been filed in the office of the Register of Wills qf Wa Sb;ngton County on .September J 9"19..6.8.Said appraisement reflects the following valuations: Real Es t ate _--'-7"-'5o.L~O.&..~Q.:.JO:____ Personal Property ]~4cL10~.~Q~QL___ Jt.Hel~_------,2~,,....7u.Ou7~'..J..7~6.,_._- Total -~3~,..L5::L9.L7.........J.7,J,,6.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 __--=S;..:e:..cp:..:;:t:..:;:e;.:.::rn:..:::b;..;::e;.::.r--=1:..::::9-J,,--=1:..::::9;..:6;..;::8;....-. DATE OF DEATH:March 29,1968 Note:This is not a bill. ,:'cc-:q (6-64) rOWONWEALTH OF PFNN~YIN,\NI:\ T1t~N ~FEll I NHl~RI TANCIT.TAX R.ti;S IDENT DECEDF.NT LUKETICH,JOHN SR. FILE #63-68-646 March 29,1968 SUMMARY FILE #63-68-646 09-19-68 03-29-68 TtEPOnT OF INHERITA~CF.TAX APPRAISER I,the undersigned duly appointed Inheritance Tax lppraiser in and for the County of II 63 wa sbington ,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".~~~--;;::.C?~..~.tkAPPRAISE~Dated: REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for Wa sbi ngton County,Pennsylvania,do respectfully report that I have allowed deductions in the amounts claimed bJ'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 gre~aerrlesseramount.represen.ts the sum allowed as a deduction.<:-~ II .~'7~~Dated:09-]9-68 V // REGISTER OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS RE~~PRAISED $'150.00_$750.00._._$~ 140.o.Q_140.00._ INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) J oint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEiLJt VALUE OF ESTATE 2,707..76_ 3,597.76-,,;1,,;379.~9 - 2,218.26__ 2.,707.76.._ 3 597.76.-1;379.50:= 2,218.26,_ =======:= ----._----,- Valuation of life estates or annuities .$----- ESTATE TAX ASSESSMENTS $-------- COMPUTATION OF TAX ]33 ..09-.__ FOR USE OF REGISTER ONLY Tax on $;__5%$_ Tax on $'-A0~~ Tax on $2,218 26.~$ T ax on $.__lFi%$~ Exemptions :=(:::) Total Estate _ TOTAL TAX $___ Less tax previously paid $~==========~~ BALANCE *_ Less 5%of tax if paid within 3 months after death $======:= (:::)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. 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%fromto $_ TOTAL TAX BALANCE $_ PAID $ FOR USE OF REGISTER QNLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,same should be noted below,with short explanation. I r Will { Administration ~No......Year DJ THE ~IATTER OF THE APPRAISEMENT OF THE EST.-\TE OF JOHN LUKE.TICH.,.SR•. Deceased Late of ...SOMERSE.T...TWP........... .. County of .WASHINGTO.N Commonwealth of Pennsylvania REPORT AND APPRAISAL ~y"" (/. Fonn RCC-2· 'DEPARTMENT OF REVENUE EitJREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA~'•DA,(fE Sept.emb.e.r.l.9..,19.6 RESIDENT INHERITANCE TAX COUNTY Wa.s.h.ingt.on . APPRAISEMENT 'FILE NO ii 9..3..::..Q.S..::..Q4.9.. Whereas,J..9..h.n L.:u.k.~,t..i..Q.h..J s..r...~late of §..Q:m~:r..s..~.t..TWP..,. in the County of ,Wa.s.hin.gt.o.n Commonwealth of Pennsylvania,having died on the 2.9 th day of M~.;r.c.h ,1916..8,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,......................W.•.R........Chan.e.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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurposes .".. $ -.. RiALTY: ..---.. As per appraisement filed 750 00._..'". "..-.'_...- PERSONALTY:..."..... 4.<:,T\"'....::IT\T\T'::l;e>f';1 pn .~.----.lJ.O 00...... ..-.-.- TRANSFERS: ~-.- NONE 1'.1 \1\1 .. ~....".'" .....--'._..- JT.HELD: ~_.-'._,-" A e>"".,.....!:l T\T\1"'!:l ;...of;'pn .---2 21 ~~~..",L'.. ...~_.-",.. .-.-- ...... Total 3 597 76 .... ......-. form:V:::~hb~e;::rh~.w"""~cc:~~~~~:.~:;~~~~?:i7:~~i..;~lti? ~ppralBer ~~ ~............".............................(.........er..·;;j··st;.;;i·,·..·············..···..·..··....·....·········..."........... _.....""V.....~·...;;i·"".·.."""...·.·•Penna. ,.;,.., " ..WASHINGTON.............County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JQHN ..LUKE.TICH,.SR•..................... Deceased. Late of ........So.MERSE.T TWP..•................................... Date of Death,.....Mar..c.h 2.9.,1.9.6.8.... Appraisemel!t Docket V01./.3..7 . Page,11.3"".2 No .6.3.""..68.""'.6.46 . Filed in Register's Office,..s.e.p.t..•.....19.,..J9.68.. Am.ount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut AjJpra-isement, Appeal j,.om Appraisement,. Entered and charged,. L.... .Jr- -. r. - .~';3-'I.e f -"LJ..'OFFICE OF THE REGISTER OF WILLS F~Jm 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,/ EFFECTIVE JANUARY 1,1962,(FILE IN DUPUCATE WITH COpy OF WILL ATTACHED)-V.........~ *'County of , ,.~!3;~1,l~n9~,~lf,,..,, ,,,,. "..J.Qbtl..I"\lKeticb,,,,Jr...,.'".."""":".,,.,Of .~,q?M~~y.,~:t:~!..~~~:t:~~.Y.y\~+~,1.,.R~,~,.,. (Name)(Address) being duly I?_Wg_~n ~_.according to law,deposes and says that he is the__J3..es_idJJ..ar.¥__Leg_at_e.e _ .(Exec"i\dm.•Legatee,Etc.) of the estate of \I9hn.._J"yJ5.~J~.i~h-l-_.-Sr_A.whose last residence was __Somerse.t__T-ownship _ (No.)(Street) ___________________________________________________.deceased,and that the whole of the estate of said decedent,who died ~~!:_~_e__}~_!~_968 (City,Borough or Township)(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANGES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HEl.D AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES Aim RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value ALL that undivided one-half (~)interest in and to:ALL that certain lot or parcel of land situate in the Township of Somerset,in the Co~--r ~vashington,penn~ylvax:i~,that is desianated as Lot Nd<.46./in a Plan of lots J.dentJ.fJ.ed as II Resubdivision of a 'p6rtion of the Emery Place Plan of LotsII ~A7hif"'h ~::lin nl::ln ----,...~of 'PI 'in ~::lin COllntv in Plan Book--No.9 at pa.ge 49,said lot or parcel of land having erected thereon a nouse known and re1:erred to as NO.?l6 Secona Avenue, and upon which is erected a one story frame dwelling.For "Io S 750 I!'."', chain of title,see Deed Book 1014_page 281.The value of saidllnrli<TL::J~-'J f'll"'o_'h",1-F I!::'int-,~o;nN_~_ - ----- - - -o~ ------------------'-...:..:........_~.----::-'-I---~ Personal Property K 1'['Ht<:\\1 Refrigerator Gas Stove Kitchen Cabinet Table and Chairs Miscellaneous items 20.00 1 I A) 10.00 )~~.~AI 10.00 \V'J \VV 10.00 ) LIVING ROOM Television Sofa and ChaJ.r Table 20-.UU '>~v 5.00 ~, BED ROOM .I J ~ Bed Room set $140.00 J II 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 .,'i -., ppnnlpc::TTninn Bank and Trust Company -- Savings Account in the name of John Luketich and John Luk~tich,Jr.,opened December 6,1952,with a h::ll::lnC"'p of 55 415.51 on the date of death one-ha.lf (~)of which is $2,707.~6 61~;,~l1P:, V'IF I.. - Transfers within TWO YEARS Prior to Death None \ j \\ \- ," 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 1\1....."",... - 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,contingentor otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT NrlnC"'V T.uketi ch Granda,tiqhter yes See will. t;'"..."",,"(,T."ln::,.f-;f"'h Son ves See will John Luketich,Jr.Son yes See Will 0 . ..'l...,.v· , fiSIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED ..-. NOTE'List first five items in the spaces so provided,observe notations thereon,and instructions Funeral expenses paid~hnmnson Funeral Home DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN.-----..:::..::::.:::..:.....:::.:.::.......::==----~-----...::..:..::.=.=....:::...=..:..:::c......::..=........:===-------,----=--::....::...:..,---iP~EGISTERONLY $1089.OC $ Register of Wills .T n Costa Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses *Probate vlill Counsel fees * 9.5C 75.OC Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below St.Luke I s Church Opening and Closing grave 60.oe Father Petrie Church Services 25.O( Quinet Monument Cutting stone 15.O( Brownsville Hospital ,60.O~ I Tolkach Cloverfarm ~J.l.lerchandise 46.°1,, Total $1379.5 D ...~.~~.t.:~~XY~~~.~!..?~.I?-~~.•................ (City or Town and State) ...2.09..Mi;l.:r;y .~t,:r;~.~:t;. (Street Number) My Commission Expires &''',,5.26 197Q Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission 01'debt is greater or less than the estimated amount claimed and allowed.. Subscribed and swom to before me this ~9:t:'.tl " . .""~//'1J'"April 68'..~~~o..',",19 .. ......~f:~'H£1.:E~'RrZAK"" .-Notary Public.Washington.Washington Co. Having been duly swqm according to law,I do hel:>)f certif¥....lhat the above appraisement is made,in conformity with law on this ................./7...:zL-:day of /~d~<~<:4.--e..-:<-..-?;&"'~'.~~_~.~ .....&~~C...4~Z·~~······~-?··~·;~/•••,.-'App~er' In the event that any futUl'e interest in this estate is transfened in possession or enjoyment to collat~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. REPORT OF TH~EGISTER)ilF WILL I,the undersigned duly elected Register of Wills in and for~~tCr-a.~tf4';C..:A'-:7:.;<...County,Pennsylvania,do respectfully report that I have allOW.ed debts and deductions in the amounts claimed by deponent,ept as ~ose items where a g,reater or lesser amount is set forth in ~last column to the right in said schedule above,which greater or s I'amou~m~das a deduction. Dated:x-:~~.de~.~.<?../t./f:({/'f -.-.'~. /"Register of Wills :> , ,Form No_RCC-62 (2-64) ---,------:;;~--:-- WillAdministration INo Year . IN THE' MATTER OF THE APPRAISEMENT OF THE ESTATE OF ...~.qI:I~..J;.¥.~';r~<;?'".~~- . Deceased Late of ..~c;>~e:~::>.e:"t:-.:r:,?:",~ship.............. County of .Washington........................... rn CJl.U -0=.: ....~<-;, Commonwealth of Pennsylvania:u -_ ~~~ -CJ)-<--~<n Ii REPORT ~ND kP.PRAIS2\b~i-01 p---C"-__.,I -·t~ ~~r=:::r-6Vi • • t..'i (" Form RCC-4-RI-3-66 ~9 COMMONWEALTH OF PENNSYLVANIA BESIDENT DECEDENTS 948838 OFFICIAL RECEIPT No.Transfer Inheritance and Estate Tax File No.63-68-646 Date Ms.)'"23.19 68 WASHINGTON, WASHDfOTON Office REGISTER OF WILLS.Pa. County,ss:Received from John Luketich.Jr'. (Executor11mf4iD~~ofthe estate of JOHN JJ1KltXCM,'Sl" who died !,farch 29 19 68,the sum of 08 HfJNDRBDTWENft..SIX and 45/100 -....Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax Real Estate Tax on $5%$ Date Valuation $Tax on $10%$ $Tax on $On.Acct.6~.$133.1ft Total $Tax on $15%$ Personal Property Exemptions *$ Date Valuation $Total Estate $ $Total Tax $ Total $Less Tax Previously Paid (if any)$ Total Gross Assets $Balance $ Less Debts and Expenses of Less five percentum of tax if paid 6.65 Administration $within 3 months after date of death $ Clear Value of Estate $INCQHPLBfn Amount of Estate Tax Assessed under Valuation of Life Estates or Annuities the Act of May 7,1927.$ Date 19__$Add interest at the rate of ex;19__$fromEstateTaxAssessmentsto $ Date 19__$126.45 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 amended the hfe tenant or tenant for years,as evidenced by this receipt,it is understood that the Com-by Act No.381,approved July II,1957,and Act No.207,1961,Section 302.monwealth shall not be precluded or prevented from hereafter assessing additional inheritancetaxatthedeathofthehfetenantortenantforyearswheneveritappearsthatsuchadditional SE~tax .may be legally due and collectible for any reason whatsoever. 11000 [P)[LO ©£1I[E 31-113-2 1··f4-~~"<:~,e.,(-?~~() NOTE:This 'triplicate Receipt to be retained by the Register of Wills and filed in'numerical Register of Wills sequence for audit purposes.MOORE BUSINESS FORMS,INC••ELM_IRA.N.Y. v FORM RCC-4-RI 1'l!ANSFER INHERITANCE and/or ESTATE TAX, RESIDENT DECEDENTS. RECEIPT 37Docket~~Page ll~ine,_2__ JOHN LUmflCIIJ SR. Estate oLf _ omCE OF REGISTER OF WILLS WASHINGTON, _______________--"Pa. lilY 23.68Date,19__ SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9.1,929.P.L.343 AS AMENDED BY ACT MAY 15.1945.P.L.528 Register of Wills 1201 (g).Act of April 9.1929.P.L.343.as amended.viz:-"To receive from Registers of Wills all duplicate re-ceipts ,for taxes paid to them by executors or adminis-trators and to-charge the Registers receiving the moneywiththeamountreceiptedfor.The original of each such receipt shall be signed and sealed by the Register ofWillsandtransmittedtotheexecutororadministrator.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 account by theRegisterunlessthereceiptissosignedandsealedby the Register of Wills." Fill in below name and address of person to whom tax receipt is delivered: AftY.J It D.COsTA JfAIN SYUBf L 15314 -'