HomeMy WebLinkAboutOC1968-1217 - ESTATE OF KOZESNIKREAL PROPERTY
F0I111 No.RCC-6l (12-66)THIS FORM REQUIRED Dr ALL ESTATES WITH GROSS ASSETS UNDER '10,000,UNDER SECTION 701 OF ACT OF JUNE 16,1981,..I;;WElANUARY"'~'CP~IN~:::~~W:FCOT::::~~~:~:.OF WILLS JA~
C t f washing'ton '~~_tr7J
_________Marian Les~o oun yo ','~~~d~~'~~~~~t'McDonald 'a.~'"I"...",cf ~l ...........•...
/(Name)(Address)
I being duly SRQrn .according to law,deposes ~nd says that he is the __l~&~~~-~---------------------------"-_
j .(Exec.,Adm.,Legatee,Etc.)
'I .of the est~te ofJ~~~1._._~9_~~_§Jt~~:·whose:last r~sidence was _11~~g9~__~_!;~_~~~_.s.__~QJ.?.~~_~Q!L1'.wP.;
.(No.){Streetl .
,who died _P-~~~~1?~!_:?~_~:~.~~--::::::::::(Date)6
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REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRAN<i:ES UPON .EACH PARCEL AT DEATH OF DECEDENT.
WHERE PRQPERI'Y HELD AS JOINT TENANT.OR TENANCY BY ENTIRETIES.GIVE NAMES,ADDRESSES Aim RELATIONSHIP OF OTHER OW!'o:ERS.
Real Estate Article of A reement dated Au ust 12 1 6
Estimated
Value
1vania in
585,for a tract ,0£land situate in Robinso
ashington County,Pennsylvania,on which Article of
there was due on the date of deat~of Carl Kozesnik
in the Recorder's Office of Washin ton Count
the
Deed Book
NONE
$'00.00
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 holder;,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';
account at the date of death and the type of accOl;.nt.,aCC'Junt number and the exact name or names in
which the account is registered.
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Jointly Held Propel:t~;-':;':".Estimate~.•\...
Value
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$00.00
Transfers within TWO YEARS Prior to Death
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:l ...NONE~"•.",.:....-\""
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$00.00
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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:-
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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
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NONE ,.
BENEFICIARIES
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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 iIIegitilllate children STATE YES ANNUITANTS BENEFICIARY
an interest,vested,contingent or otherwise,in estate.)are i.volved,set OR NO AT DEATH OF IN ESTATE
forth,this fact.).DECEDENT
Marian Lesko,R.1-411 Meadow daughter ves 1/3
St.,McDonald,Pa.-:
Mildred Taborski,442 Fannv,daughter ves 1/3
St.,M~Dona1d,Pa.'~
f-.
.Anna Kozesnik,daughter ves 1/3 "
~San Diego,
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RESIDENT DECEDENT DEBTS AND DEDUCTIO~S CLAIMED,,
NOTE:List first five items in the spaces so provided,observe notat:ons the~,eon,and instructions.
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DEBT OR CLAIM NAT"JRE O?SAME AMOUNT THIS CO="UMN
iKEGISTEP.ONLY
Pettit ,Funeral Home Funeral expenses paid $581 80 $
~--
Family exemption (will not be allowed unless
decedent died resdingwith a spouse or children.),
:
I Administration Expenses 0
Joseoh c.Ralston.EsCl.-100 00Counselfees0
Fiduciary cOJ':Jmission ..
I
OTHEF.DEBTS AND CLAIMS'
(0)See Note telow,
S.'White &Sons Tombstone 266 00
Dr.'McAn inch Medical bill 35 00
Sandra L.Stewart,N.P.Notary fee :1 00
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T~tal $983 80
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",(."'.'MY COMMISSION EXPIRES FEB.23:.1972 -,
Having bee:l.dUI~rding to law,I,do ~b!~if~that the above.appraisement.is made in conformity with law ,on this
............../daYOf·~~Z~19?'(QA'~
In the event that any future interest ir.this estate is transfe\:re.~possession 0\·enjoyment to collatera eirs of the decedent a:ter the
expiration c·f any estate for Hfe 01'for ye,ars,the Commonwealth Jilereby eXpI:essly reserves.the right to appraise and assess transfer'inheri-
tance taxes at the lawful collateral rate on any such future interest.
Note:The estate agrees to advise the Register of Wills if the amcunt actua;ly paid in settlement of any fee"commission or debt is greater
or I~SS :h~,:the estimated amount:laimed and allowed..F-
~'f).;~~bS~"r~·.~~tt;'~S~?}'nto before me this -:.:'~~..f!'.~~::~,e'g'a''t''e'e''-.('-..:-'....~.,:~<,.",'.L:Io <"':.4A ~~~to:;I:5-)S-";~.~:.'August 68~~1.~I';.··"·/u'~~~~LJay Of~·d······,19.....~E?~9.qW.~t.:t;'~E?~..:.__._"__.
1-;~~'kA~..,...,.~..:....., .(Street Number)
\t.._:,,~'A\.~••Sf.JID~At:STEWART.NOTARYFtBLIC McDonald,Pennsy1vatl'{a 15'057
~';'":.1,1 '~.,.;.,,;,.~,'-~:McDONALD BOROUGH ..••.•.,••-.•(city 'o'-r'To~;"-~~-si~t~'/..' - .
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t
EGISTER OE WILLS
I,the undersigned duiy elected Register of Wills in'and f ...:.t:.:;;;G"""~~~~¢"':'''''''f~~County,Pennsylvania,do respectfully
report that:[have allowed debts and deductions in the aunts cIai:ned by deponent,pt as to those items where a greater or lesser amount
is set forth in the?column to the right ,n said schedule above,which gr~ate::-or I amo t presents the su~edas a deduction.
Dated:.;:d.~~,../?/~/',.,~:~./'.,...;-;-..'",Register of Wills
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MATTER QF THE A.PPRAISEMENT
Fonn No.'RCC"62'(12-66)
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Deceased
IN THE
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OF THE
-ESTATE,OF"',i,
Carl Kozesnik
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Will
Administration
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'.Attot-ney at.Law
McDonald,Pa.
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'Comnionwealth'of Pennsylvania"'.i;;;~~'"Corr:::-o .:4........r.-Jt::::::'.c::-
REPORT AN"P APPRAISAL...
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RCC-SI (2-64)
COMMONWEAL TE OF PENNSYLV.ANIA .i'DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX i:>IVISION
IN YOUR REPLY PLEA••
REFER TO 37-l.4.5-5
NOTICE OF FILHG OF A::PRAISEMENT
MARTIN LESKO Informant
In Re:Estate of C:;.:ARL=::.....=;K::.::Oc:Z=ES:=;.:N:.:.'-=IK==--_
______W._A_S_H_li_JG_T_O.,....N County -File No.6]-68-1217
Dear Mr.Lesko:
You are hereby notified that the ari~inal
appraisement in the estate of Car-Kozesnik
has been filed in the office of the Registe~of Wills qfWashington
County on September 17 ,19~.Said ~ppraisement reflects the
following valuations:
Re alEst ate _--'-3"-1.:.2::::2.:::.5~.!..:O::.:O:...-__
Personal Property _
Transfers --'--::<""....",..,""""'"...."...,,,..;,-__
Total ----,_....:......:3~,~2;...2.;,.::;5....:.•....:.0....:.0_·__
As to such tax that is paid withi~three months·from date of
death,a five (5%)Fercent discount is allo~able.As to any ~ax that
remains unpaid after one year from date of jeath,interest at the·rate
of six (8%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
V-?tfL-1~~~~·~
Titl:W.R.CHANEY APPRAISER
Dat e -=S::..:e~p"->t'-"e,..m....bc=e.....r-l=7..I.-.,J....-=1....9..,68......_
DATE OF DEATH:December 26,1963
Note:This is not a bill.
"C!=-~(6-67)'e ~_,','
'::-;:.:'OMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
KOZESNIK,eMil
FILE #63'68-1217
December 26,1963
SUMMARY
I!the undersigned
#63 Washington
FILE #63-68-1217
the real and personal
opposite each item in
Count'!o:~,<
appraised
set fortn
d "E".
ft.EPOHT OF INHEHY'ANCF.TAX APPRAISER
duly appointed Inheritance Tax Appraiser in and for the
,Pennsylvania,do respectfully report'that I have
property as reported in the foregoing return at the values
the l~st column to the right in Schedules ~A","B","
09-17-68
12-26-63
Dated:
REPo~r OF THE EEGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for Washington ,
Coun ty,Pennsylvania,do t"'~spec tfully report that I have allowed deductions in the amount~
claimed by deponent,except as to those i terns where a greater OT lesser amount is set fortI::
in the last column to the right in Schedule "F",which greater or lesser anount-repr1sent~
the sum allowed as a deduc tion".".2 _"ij---~~
Dated:09-17-68 I {;{~..
REGISTfR OF WILLS
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$3,225.00 $3,225.00 0 *_INVENTORY
'Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
J olnt-Held Property (Schedule E)
TOTAL GROSS ASSETS
LE~S Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
3.225.00
983.80 0_
2,241.20_0 __
3,225.00
983.80==='===========0-
2,241.20
======:=
Valuation of life estates or
annuities . . . . . . . .*----
it·
ESTATE T~",{ASSESSMENTS $------
TOTAL TAX EALANCE
PAID
~---------
$------
*-------
*-------$-------
$
As evideneed by Charitable Exemption
C~rtificates issued by the Secretary
of Revenue.
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CO~WUTATION OF TAX
$=====1=
$---..,----
*--=====.--.-==*------
,,~,."".TOTAL '!rAX
,L~ss tax previouslyp~~d
.BALANCE
L~ss 5%of tax .if paid within
3'rnonths after death
3ALANCE OF INHERITANCE TAX DUE
A~~interest at rate of 6%from
to
AMOUNT OF ESTATE TAX ASSESSED *_
Estate ~ax paid $_
BALANCE DUE
Add interest at rate of 6%from
to
FO'R USE OF REGISTER ONLY
Tax'on $________f5%*_
T ax on $________10'10 ~---__,:c:=_-
TaJ:(on !!;2.241.20 :-=C:B>$_-.--..;4.;:;.:.4;u,,~8,-2_,-o __
Tax on $o lf5%$
Exemptions======:::;;:::=(::,)
rcital Estate ~V
FOR USE OF REGISTER ONLY ADJUSTMEWrS·'
NOTE:Where subsequent adjustments are made to the above computation of tax by the
~egister of Wills,.for proper reason,same should be noted below,with short
explanation.
,-
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Will lAdministration.~No.i Year
--.
IN THE
..... . .-'MATTER OF THE A'PPRAISEMENT
OF THE
ESTATE OF
CARL KOZESNIK..............•........•............•...........•..............
Deceased
Late of ....McDONALD...'.'............-..~-..........-'-'..~--.".
,.
•
County of -WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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Fonn RCC-2·RI...,COMMONWEALTH OF PENNSYtV'Ar~A DATE ......................e.~p.~.~~.~.!......!I~......!.?§..?..........{'\...I>~".DEPARTMENT 'OF REVENUE RESIDENT INHERITANCE TAX ...........................~~~.~~.~~?.~.............................BUREAU OF COUNTY COLLECTIONS_.COUNTY
RARRISBVEG.PENNA.17127 APPRAISEMENT .63-68-1217FILENO........................................................................_.........................
Whereas......................................................Q.?:r.J....K.Q.~.~~:!?:~.................................................late of ........................................J1.9.P.<?P.§:14.........................................
in the County of ..................:..............................:.~~~.ht.n~9..P.-................................................CommonWealth of Pennsylvania,having died on
the ................................?9.....~~...........................................day of .................9.~.9..~~:.~r...................................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.h.~.§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 th:!event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the 'expiratlon of any estate for Ufe or for years,the CommonweaEh hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future In1erest.
Unit Ap,)relse81entDescriptionofAssetValuesMadeforIn1erltanceTuPur,oaes
$
REALTY:
As nE,r an'Orais ement fi103d 3,225 00 ..
PERSONALTY :
NONE NONE
TRANSFERS:
\
I NONE NONEI
JT.HELD:I
I
NOlB NONE
a'otal 3,225 00
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fonn~v~~h b~:::~~W<>Tll7~~~~:~:;o~e~t~:":~;~e~~~;;==~€~;;~
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(Post Oftlee)
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WASHINGTON.......................
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.REiIDENT INHERITANCE TAX APPRAISEMENT
E.date of
CARL 'KOZESNIK
Deceased.
Late of
McDONALD.............................................................................
Date of Deafh,P.~.~.~T!1:9.~.:r.?.t>".+..9..93 ..
Appraiumcl!t Docket Vol.,3..7 .
Page,)4.2::5.~N o 9.?~.9.?::J.:.?J..:.7 ..
Filed in Register's Office,S.ept.l'l.,19..6.8 .
Amount of tax due,$,..
DEPARTMENT OF REVENUE
Received,
Exa.mined and Approved,.
".'Wrote abo,ltt Appra.isement,
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Ap,peal f"om Appraisement,..
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B~IDENT DECEDENTS
FileNo.63-68-1217
-- - -............- -Dollars,
COMMONWEALTH OF PENNSYLVANIA
OFFICIAL RECEIPT
Transfer Inheritance and Estate Tax
19 68
Form RCC-4-RI-3-66
No.978914
DateSept.23_WASRINaTO~1OfficeREGISTEROFWILLS,---'=Pa.
__-...JU!!.!'A~S~~~·~~'·":~rT~O~N.!._Ccounty,ss:Receive:i from lIarian Lesko t Informant
j'~IkIlX1t~~~~~C£'i:Ji~m~a;.···gatof the estate of CARL KOZESN1K
who died Decrmber 26,19 63,the sum of FIFTY.FIVE and OG!lOO
being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Ccmmonwealth as follows:
Appraisements Made ~d Filed
NOTE:In acceptbg the transler inheritance tax on ruture estates prior to the deeth 01
the lile tenant or tenant lor years,as evidenced by this receipt,it is understood that the ::::om-monwealth shall not be precluded or prevented from hereafer assessing additional inheri:ancetaxatthedeath01thelifetenantortenantforyearswheneveritappearsthatsuchadditionaltaxmaybelegallydueandcollectibleforanyreasonwhatsoever.
$---------
Computation of Tax
Tax on $5%$
Tax on $10%$
Tax on $2,241.20 2%$44.82
Tax on $15%$
Exemptions *$
Total Estate $
44.82TotalTax$
Less Tax Previously Pcid (if any)$
Balance $
Less five per centum of tax if paid
within 3 months ailer date of dealh $
Amount of Estate Tax Assessedunder
the Act of May 7,1927.
$=======10::::_=24====
Tokd $55_-o_6 _
*As evidenced by Charitable Exemption Certificates issued by the Secretary of
Revenue under Act of :May 28,1956,P.L.1757,effective June I,1957,as amended
by Act No.381,approved July 11,1957,and Act No.207,1951,Section 302.SEJ
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Add interest at the rate ol1,-f--,:-:-__(1=--__%
from __---:1=2::....-..=.24--:=---::64-=---_
dateto.::..-.:......:...=--_
37-145-5
$3,225.00,---'------
$,--9..:.....:83~.-80-_
$2,241.2(}
Valuation
Valuation
$,--3----!t-2-2S OO_
$,------
Total
$,------
$,------
Total
Date
Date
9-17-68
Real Estate
Personal Property
Total Gross Assets
Less Debts and Expenses of
Administration
Clear Vahle of Estate
Valuation of Life Estates or Annuities
Date~19__$,-----__
----19__~$==================
Estate Tax Assessments
Date~19__$,---_
________19_~$================
NOTE:ibis Triplicate R6ceipt to be retamed by the Begismr 01 Wills and Iiled in num.ricalsequenceloraud:t I=urposes.IIOOR:'BUSINESS FORIIS,INC.,ELMIRA.N.Y.
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FORM RCC-4-Rl
TRANSFER INHERITANCE and/or ESTATE TAX.'
RESIDENT,DECEDENTS.'•RECEIPT
31 '],15,.5Docket'Page I ine _
CARL KOZESNm
Estate ot..f _
OFFICE OF REGISTER OF WILLS
l;,1ASHINGmN
-------Pd.
Sept.23,,68 .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
RUSSELL HAaDlO
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 money
with the amount receipted for.The original of each such
receipt shall be signed and sealed by the Register of
Willa and transmitted to the OXQcutor or administrator.
whereupon it shall be a proper voucher in the'settlement
of'the estate.In no event shall the executor or adminis-
trator he entitled to a credit in his account by the'Register unless the receipt is so signed and sealed bytheRegisterofWills:'
Fill in below name and address of person to whom
tax receipt is delivered:
I ifTY.JOSEPH C10 RALSTONTo-------~-----118 E.LINCOLN STP"DT
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McDONALD,PENNSYLVANIA
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15051
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