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HomeMy WebLinkAboutOC1968-0911 - ESTATE OF KILONSKY•.1 ~ -COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E REFER T037_128_6 NOTICE OF FILING OF APPRAISEMENT REGINA KILONSKY Informant In Re:Estate of --,;=...F:.:RAN=-K:.:-...:KI=L:.;:O.:.:N.=.S:.:.KY=----:----- WASHING'roN'63 68 911_____-.;.:..:====------County -File No.-- Dear Mr.Kiilionsky: You are hereby notified that the original appraisement in the estate of Frank KjJonsky has been filed in the office of the Regi~ter of Wills qf Washjngton County on August 27 ,19~.Said appraisement reflects the following valuations: Re alEstate _--'----'3~,0;;,,5::..;0:.;.:.;00::..=....__ Jt.Hel~...:%:4.z..:,3~9:...::.0'.:.::.1=-=0:..-_ Transfers ~.,...,._~...."..-_ Tota1 -~..!..7.L:,4:r.:4J:.:0:.:·.:.::1:.::0~_ 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 __--=.:A:..:::u:.<:lr-.'U.::::s~t~2:.J.7.L,-,1=-9~6~8~_Si~ned&£dJ (2 Title W.R.CHANEY~~RAISEH. I I I DATE OF DEATH: Note:This is not a bill. RCC-39 (6-.67)...>--.-.. '':OMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT KILONSKY,FRANK FILE #63-68-911 April 27,1968' SUMMARY 'lll••-~--.' FILE #63-68-911 ft.SPOn.T OF INHERITANCE TAX APPRAISER "I.the,undersigned duly appointed Inheritance Tax Appraiser in and for the County of #63 Washington ,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:08-27-68---~04"---=2-=-7_-"J6-:08------ REPo~r OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for Washington ., County,Pennsylvania,do respectfully report that I have allowed 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 Schedule "F",which greater or lesser amount represen:s the sum allowed as a deduc tion.~~L---t:::?......;;.L .'d A-. Dated:08-27-68 ~~/,7U/~v REGISTfR OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $3,'050.00 $3.050.CO $_ INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS LE~~Debts and Deductions (SCHEDULE F) CLEAR.VALUE OF ESTATE 4.390.10 7.440.10 ::::=,!J=,4~~~3=.9==6=:= 3,976.14 li-..390.10 7.440.10 ======:= Valuation of life estates or annuities . . . . • • . .$--- "r ESTATE TAX ASSESSMENTS ~------ .238.57".~id In Full 7-3-68 TOTAL TAX BALANCE PAID $--------- $------- $-------$ SI;_ $------ (':')As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. COMPUTATION OF TAX ======:= ======.- $: $ <t:'I' $ j *$1 TOTAL TAX Less tax preViously paid BALANCE Less 5%of tax if paid within 3 :months after death JALANCE 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 T ax on *.__5%~__.,__--- Tax on $czj6~;,'T ax on !t;3 ,976.14 ' Tax on $.15%$ EX'emptions :=(,:,) Total Estate __ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the rtegister of Wills,for proper reason,same should be noted below,with short explanation. MATTER OF THE APPRAISEMENT :~~inistratiOn t No Year :. IN THE OF THE ESTATE O~ .,r.Ftf!.N~...~:I:LQN.$Kl... Deceased ,!" Late of ..BENTLEYVILl.,b; County of .WA.::>I1i[}JG.r:I:QN........................... Commonwealth of Pennsylvania REPORT AND APPRAISAL I~..~ ? Form-RCC-2' DEP.\R'!:MENTOF REVENUE .,• BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANI'k RESIDENT INHERITANCE TAX APPRAISEMENT DATE A.~':1..~~~.?~~.?§.?. COUNTY ~~~.~.~.~.~??. FILE N .63-68-911o _.. Whereas,Fra.nk Ki1.Qll$.ky late of ~.~p.:!~.+.~m)J.~.. in the County of W.~.~.ht..~.gt.9..P.Commonwealth of Pennsylvania,having died on the ~.7 t.tL day of ~Ptjj;Il.~19 9.?..;seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.~.R.,.c.ba.ne.y.,an appraiser duly appointed a~cording to law, h b d'ted t k f . d i bl t f th .d t t d t d fiavmgeeneSlgna0rnaeaaIranconsconaeappralsemen0esalesae,an o assess an x 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 jnterest 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 IDescriptionofAssetValuesMadeforInherit"nc Tax Purposes - $ REALTY:i. I.As per appraisement filed 3,050 CO PERSONALTY: NONE NON~ ITRANSFERS: , NONE NONE ! ! I JT.HELD: Asper appraisement filed 4,390 10 Total 7,440 10 -II -- I , -I Having been duly sworn accordi~to law,I do hereby certify~that the above appraisement is made in con- fonnity with law on this ............="!.2'.~..day of .~......................E2......~~£. -;i7~]7~')~~~=~: (Post Offiee) WA§J1.J.;l\1Q'],'9N.................County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of FRANK KILONSKY................... Deceased. Late of ...B.c;Nl'LEYVI.LLE........................................_.. Datc of Death,)~~:j;.~..~?.7.:'.·.:);~~8"?.. Appra.isemel!t Docket Vol.,3..7 : . Page,:l,.~?-:::Q ,No Q3.~.Q.$7..9l.:L.. Filed in Register's 0 ffice,A\lg:Q~.t.Z.7;.19..6.8.. Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement, Appeal f1'om Appraisement,,. E,ttcrcd and charged,... ;-:. .. 'i r' Form.No,RCC-62 (2-64)THIS FORM REQmRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10.000.UNDER SECTION 701 OF ACT OF JUNE 16,1961,/ EFFECTIVE JANUARY I,1962.(FILE IK DUPUCATE WITH COPY OF WILL ATTACHED)V •OFFICE -OF THE REGISTER OF WILLS ?W~/;~ County of ..~~~h~~9:1;-??:,.. .....~~~~~~.~~~?~~~X '..'of .?Q9.M~~.l1.~~~I ••~~~t:~~X':'~.~~~.':.~.O:~.,. (Name)(Address) ~SWOrn'...".heir .belOg duly .accordlOg to law,deposes and says that he IS the _ ,(Exec"Adm"Legatee,Erc,) of the estate of F.r.ank__Kil_QD_S_ky.whose last residence was __)_9_Q__M~.:!__~~~!'_~!?_'!:__ (No,)'(Stteet) _____.Bentle¥Yi~l.e ..deceased,and that the whole of the estate of said decedent,who died __~_:3_?_:§_~_ (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 HELD'AS JOINT TENANT.OR TENANCY BY ENTIRETIES.GIVE NAMES.ADDRESSES Aim RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value County,Pennsylvania, undivided one-half (~)interest (for 3 056·DO/ .. of which would be•• in the Bentley-Jones Plan as recor e1n an a vacant lot having a full value of an Bentleyville,Washington County,Pennsylvania, ALL that undivided one-half (~)interest of tax of land 1n the Borou /J 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 Joint bank account in the Mellon National Bank,Charleroi Office, Char!ergi,Pa.,in the names of Frank D.Kilonsky or Regina Kilonsky.Opened 7-23-63.Balance as of date of death, Estimatea Value $3,711.69,one-half of which is. Transfers within TWO YEARS Prior to Death None ......•$1,855.85 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 acce~s by another as agent o~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 B0X ...IN NAME OR NAMES OF HOLDERS TO DECEDENT Peoples Union Bank &Trust Company,Frank Kl.lonsky'and Father and Bentleyville,Pa.Reqina Kilonskv Daughter 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 None - . -~~--~-----------------------------------------------.. RESIDEN..T 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 jREGISTE..R ONLY Greenlee Funeral Home Funeral expenses paid $1,555 30 $ Family exemption (will not be allowed unless 1,000 00decedentdiedresidingwithaspouseorchildren.) Administration Expenses * Counsel fees *. Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below Father Petrie Burial Service 24 00 Monongahela Cemetery Lot 172 50 Telephone Co.utility,20 96 Ca,ldwells Store Merchandise 67.20, Jean Skerbetz Nursing Services 200.00 Quinet Memoria.l Memorial 424 , 00 Total S 3 463.96 (City or Town and State) ..-:1g~~.a...~,;-:.~j .......,t7 (Executor.Administrat~·7 300 Main Street.................................................. (Street Number) Bentleyville,Pa• Subscribed'and sworn to before me this ..' . ,..,. 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. .......:1,:7 /IJ·'~da~~;~.~~.Y ,19..E?~ ........~../L~.·····HE1.:EN·Rrz'O;K······· Rotary Public,Washington.Washington co. Having been duly sworn accol:ding to law,I~dOherebycertifythat the above appraisement is made in conformity with law on t:=tis.................o;:./.\.::1X.day of .., .;~,%/.,)J;?r r-)~ '.'.4:'£·~~r;:.·-£Z~·"..~..~..;r.../.<"-:"0""-:;PPTRlser In the event that any future interest in this estate is transfelTed in possession 01'enjoyment to col~eral heirs of the decedent after the expiration of any estate for life 01'for yeal's,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~EGISTEROFWILL .' I,the undersigned duly elected Register of Wills in and forr~/a..~.L.-,;?(.'-..fJ'?~./'...County,Pennsylvania,do respectfuily report that I have allowed debts anti deductions in the amoums claimed by depone~t~cept as to those items where a greater or lesser amount is set forth iastcolumn to the ~~t in said schedule above,which greater or ser amou~resentsth:s~m ~ll'~d as a deduction. Dated:~-«<!/..~;!/f:~cR:....(.~/./7.~. /'/Register of Wills .,- ',/ I Form No_RCC-62 (2-641 winAdministration INo Year ..- . IN THE MATTER OF THE APPRAISEMENT. OF THE ESTATE OF i'FRANK KILONSKY Deceased Late of BENTLEYVILLE County of WASHINGTON........:. Commonwealth of Pennsylvania w :::2....... C")...~"1:---=:E~;/---r-Cien -C-.';.Jc.(;..." REPORT[;j\-ND KpPRAISAL~5 i~~-~~~cn ,; ~~,;:::]-----=.. ::t-'i-En "'"-- irn CJ ~, "..-:-.. ,r, IJ L Form RCC-4-RI-3-66 ~g COMMONWEALTH OF PENNSYLVANIA RESIDENT DECEDENTS 948982 OFFICIAL RECEIPT 63-68-9U No.Transfer Inheritance and Estate Tax File No. Date .tub'3.1~VASNDIOTOII Office REGISTER OF~Pa. VASHDCTaI County,ss:Received from R.eg1ba (Execut~mm~)of the estate of rtW&1ILOlISD' who died ."Pil 27 1968 ,the sum of EIGHn-'IWO and 19/100 .-._......,....~........ 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%$$T $on Account •XX 86.51- $ax on 2%$ Total $Tax on $15%$ Personal Property Exemptions *$ Date Valuation $ Total Estate $ $Total Tax $ Total $Less Tax Previously Paid (if any)$ Total Gross Assets $Balance $ Less Debtsand Expenses of Less five per centum of tax if paid 4.32 Administration $within 3 months after date of death $ Clear Value of Estate $IICOJlPUim Amount of Estate Tax Assessed under Valuation of Life Estates orAnnuities the Act of May 7,1927.$ Date 19__$Add interest at the rate of %'19__$fromEstateTaxAssessmentsto $ Date 19__$82.l'i 19__Total $$,*As evidenced by Charitable Exemption Certificates issued by the Secretary of .NOTE:In accepting the transfer ~nherltance tax on future estates prior to the death of Revenue under Act of May 28,1956,P.1.1757,effective June 1,1957,as amended the bfe tenant or tenant for r,ears,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 prec uded or prevented from hereafter assessing additional inheritancetaxatthedeathofthelifetenantortenantforyearswheneveritappearsthatsuchadditional ZL .~tCDl:may be legally due and collectible for any reason whatsoever. lfrn1D [P)[LD ©£If[E 37-/d~-b .'r ........-I·tl·";~....:;::(b~(..f/j;J~P $Ii NOTE:This Triplicate Receipt to be retained by !be Register of Wills and filed in numerical Register of Wills sequence for audit purposes.MOORE BUSINESS FORMS,IHC.,ELIlIRA,R.Y. / I j FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT Docket ~-7 Page'/~YI joe £" ,. Estate oLf_--",iUNK lWOn"-._'._SKt_._ OFFICE·OF REGISTER OF WILLS ·~ASmll'lOB____--:--'-....:....-LPa. Date-:.....__J~_·-=......:';...;::.',-._-,--_19~. SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9.1929.P.L.343 AS AMENDED BY ACT MAY IS.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 theRegisterunlessthereceiptissosignedandsealedbytheRegisterofWills:' Fill in below name and address of person to whom tax receipt is delivered; ~ To Am..40 D..COSTA *ms~ ." .J L _____J L_ --------_.-- --_.- - Form RCC-4-Rl-3-66 ~g COMMONWEALTH OF PENNSYLVANIA RESIDENT DECEDENTS 948983 OFFICIAL RECEIPT No.Transfer Inheritance and Estate Tax File No 63-6C-9ll Date 4tl1:v 3,19~ Office REGISTER OF WILLS.tJASHmGTON Pa. :iASIIINCrea County,ss:Received from Rudolph 1W.oDok;y,p~on 101.L1..Bb. (mmeori.~i.~of the estate of FilMY ttn.<msn who died Am]2?19..1fL,the sum of mm ImNt>T2Bll nM..JR:;Q ond os/.Loo ........----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 $2,S34.2S 41 fiIt $152.05 Total $Tax on $15%$ Personal Property Exemptions *$ Date Valuation Total Estate $Jt.l!cld $2,534·25 152.05DankAcct.$Total Tax $ Total $2,53#.25 Less Tax Previously Paid (if any)$ Total Gross Assets $Balance $ Less Debts and Expenses of Less five per centum of tax if paid Administration $within 3 months after date of death $ ; Clear Value of Estate $Amount of Estate Tax Assessedunder Valuation of Life Estates or Annuities the Act of May 7.1927.$ Date 19__$Add interest at the rate of %'19__$from Estate Tax Assessments to $ Date 19__$152.0STotal$19__$*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 life tenant or tenant for years,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 inheritancetaxatthedeathofthelifetenantortenantforyearswheneveritappearsthatsuchadditional !LEALtaxmaybelegallydueandcollectibleforanyreasonwhatsoever.~'-v~LL -.;.£..·~u~,..lYOOD [P)[LD ©£1Y[E NOTE:This Triplicate Receipt to be retained by the Registe~91 WiUlI \md filed iA QllmericCll ,;;;>r iJ!eglster of Wills IMqlieiice tor auelit purposes.MOORE BUSINESS FORYS,INC••ELYIRA,N.Y. ,FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. RESiDENT DECEDENTS. RECEIPT Docket 31.Page,.,.-,__--L1....ine'_ Estate OfI.....---=:mnK=·=-'..:;;;1;;::nmBt;.;.'~~_ omCE OF REGISTER OF WILLS ______M"""·A....,SU=Im""·=.'-=!W=......__-..Pa. Date,-----40-J1w.ll:r.D'tJ''-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 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 suchreceiptshallbesignedandsealedbytheRegisterof Wills and transmiUed to the executor or administrator.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 theRegisterunlessthereceiptissosignedandsealedbytheRegisterofWills," Fill in below name and address of person to whom tax receipt is delivered: I To Am.J.n.COS!A pqn~ L