Loading...
HomeMy WebLinkAboutOC1968-1509 - ESTATE OF ZADECKYR CC-Bl (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF'APPRAISEMENT HELEN GLACE UDECKY IN YOUR REPLY PLEA.E .REP'IER TO 6 637-1 4- j In Re:Esta te of ~E~RNE===S::...:T~L::.;.:.......;:Z=AD=E=.;C~KY==__ ______W.lLAwSoI.lH..L.oI~NllooIG......T~OOO1__County -File No.63-68-1509 Dear MrS.ladecky: You are hereby notified that the original appraisement in the estate of Ernest L.Zadecky has been filed in the office of the Register of Wills qf Washington County on April 28 ,19~.Said appraisement reflects the following valuations: Real Estate _--'-_ Personal Property ~7~,~1~8~4~.~7~5 _ Transfers ---,~=_=_,......,=--- Tota1 .....,......__7,L.;,L:1::.::8;.;;t4;.:..7..!-5~__ 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~p~rJ.=·1",--=2:.:::8:.,a..-:1=:..9<.::6:..<9 _ DATE OF DEATH:May 29,1968 Note:This is not a bill. RCC-39 (5-66) COMMONWEALTH OF PENNSYLVANIA TRANSFER.INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of ZADECKY,ERNEST (Last Name)(First Name) L. (Initial) DATE OF DEATH 5-29-68 FILE NO.63-68-1509 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of 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". ~/~Q"4M?INHERITANC~APPRAISER?, 04-28-69 05-29-68 Dated:----=':---,~--,.-;.------- REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for Washington County,Pennsylvania,do respect- fully 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 represents the Sum allowed as a deduction.-/J Dated:04-28-69 I Ji(~~~ REGISTER OF WILLS 7.184 75 7 181..75 3.044.43 4,140 32 __.-<7h1,.....1.s.;,E!4_7.5_:::1:= VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$$-------+---7.184 75 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 -l= FOR USE OF REGISTER ONLY Tax on $-,---=-:-~""""":__2% Tax on $4.140 32 @ Tax on $5% Tuoo$lK Tax on $15% Exemptions * Total Estate ~__ TOTAL TAX COMPUTATION OF TAX $-------,..,.,..,..,-+-T""'O'T-$---:...~48_4_....:..-4~_ $--------!--- $...,.---------+--'--- $-------+-- $-----_---1._- (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death ::::::::::=E== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from to ------1C $__---lAMOUNTOFESTATETAXASSESSED$. Estate tax paid $I BALANCE DUE $....JL- Add interest at rate of 6%from to $-~ETOTALTAXBALANCE$--------1. PAID $-J FOR USE OF REGISTER ONLY 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. ~V~~iniStTatiOn t No Year .. IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ...ZAP~GJqL.~'I'..:l.~. Deceased Late of ......UNIO'R.TI'W.~.. County of WASHINGTO'N .. Commonwealth of Pennsylvania REPORT AND APPRAISAL " ~.. '. " I.'.It A ril 28 .1969DATEPI . COUNTY !.l.'3.:.~~.~~.?.~1 FILE NO.63-68-1509.....'". COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT ....!)IPARTMENTOF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 Whereas,~;r.n.~.§.t..~.!!~~.<;l~.9..lq late of ~~~.~~~~.~. in the County of ~~.~.~~.~~Commonwealth of Pennsylvania,having died on the ?.9 ~h day of ~.~19 §.?.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,w..!.R.~Q.~.n.~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 deeedent after the expiration of any estate for Ufe 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 Appral.amentOescrlptlonofA..et Valua.Made for Inheritance Tax Purpo.e. $ PERSONALTY : In settlement of:Helen Glace iadecky,Executrix of the Estate of Ernest L.Zadecky,Deceased vs.Penn Central Company,Unites States Districk Court for the Western District of Pennsy1vani,Civil Action No.69-58,per Order of Court.3,041.00 100 shares Ashland Oil &Refining Co.3,862.50 50 shares Kin-Ark Oil Co.281.25 7.184.75 7.184 75 r ..-1. I Tnt.Al 7.184 75 fonn~;vi'::fh ~~::lrh~Wl>l"l1~~~g~:~.~:r"':~:~~~~~r~se7:e":;;:~~e 1~~ c •~Riser~~··.··r············..·0...umber and Street) ...........................•.•..<"~,Penna. -(Post Oflleel .........................WAp..J:U.NG.'f..QN................................COUllty • RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..............................~~..q~.Q.~?Ap.E.:c.~. Deceased. Late of UNION TWP•..................................................... Date of Death,~y.?9,+..9§?. Appraisemel!t Docket Vol.,~7.. Page,+..Q.4.':~9.N o 9.J~.9..~~.+.5..99 . Filed in Register's Office,.~:A.-.Pr.~J."?~,19 Q.9 Anwunt of tax due,$. DEPARTMENT OF REVENUE Received, Exa.mined and Approved,. Wrote abo./lt Appraisement,. Appeal f1'om Appraisement,. Entered and charged,. 1 , .~ ~ "r '".',""t3-~tf-J60'/,~RMNALYN.m·f~!it Iftll null IDr~'~'~:::~:;';'Bi~~~"'"''"'''J I,ERNEST L •.ZADECKY of Union Township ,and State of Pennsylvania ,County of Washington being of sound mind and memory,do hereby makel ,publish and declare this to be my La3t Will and Testament,in m{mner and form followi.ng,hereby revoking any will or will.s heretofore made b-y me. First.1 direct that an my just debts and funeral expenses be fully paid and satisfied,a.s soon a8 conveniently rruJ,y be,after my decea8c. Second.I devise and bequeath all my real and personal property to my wife,HELEN .GLA.CE ZADECKY,providing she shall survive me-by:'-' 'sixty days..:l'"I . Third.'Should my wife,HELEN GLACE ZADECKY,predecease me~or die on or before the sixtieth day following my death,1 devise and bequeath all my real and personal property to my children:LEONARD B.ZADECKY and PAULETTE A.ZADECKY,in equal shares,per stirpes. Fourth.I appoint my wife,HELEN GLACE ZADECKY,guardian of any property which passes to a minor and with respect to which 1 am author- ized to appoint a guardian and have not otherwise 'specifically done so. I If my wife,HELEN GLACE ZADECKY,shall predecease me,1 appoint my son, 'LEONARD B.ZADECKY,guardian of such property passing to a minor.Such guardian shall have the pm·7er to use principal as \olell as income 'from time to time for the minor's ed4cation,support and welfare,or to make payment for these purposes,without responsibility,to the minor:or to any person taking care of the minor. Fifth.Should my wife,HELEN GLACE ZADECKY,predecease me,I appoint my son,LEONARD B.ZADECKY,guardian of the person of my daughter,PAULETTE A.ZADECh~,if she is a minor and unmarried at the time of my death..'. Sixth.1 direct that my personal representative or guardian shall not be required to give bond for the faithful performance of their duties in any jurisdiction. .,•,<....~....-,~...,~-;........"...~::...."~~ /de-hereby malee,constitute and appoint my wife,HELEN GL-'\CE.ZADECKY, to be my execut rix of this my Last Will and Testament.Should my wife, HELEN GLACE ZADECKY,fail'to qualify or cease to act as my executrix,. I.appoint my son,LEONARD B.ZADECKY,executor of this my last will. above named,have hereunto subscribed my name and affi:xed my seal,the.. :Un [4lftne~g[(llbereof,./,ERNEST L.ZADECI(y the Testator.;)()cA /,~)----... day of April in the year of our Lord one thousand nine hundred and s ixty- eight (1968).-d<k~,1/.!.;!#_clrf}p~------e Signed,sealed,published and declared by the above named ERNEST L.ZADECKY ,Cz8 and for his Last Win and Testamenf in the presence of us,who have hereunto subscribed our names at his request as witnesses thereunto,in the presence of said testat or ,and of each other. ()/';'~l1-,'(jd'-lU~~UJ-.-~~-;i---·~:~·:·-~;;;·--·-_···---jf+~ .__..~._..__"......__.....:..._.7:__.~=._._._~:~::;_~;._..., ~ -:;/-'cJ ft:05: I,: -',..._...,.-"~ .!~..i !..:.,;0)!II).......<i'to;..:i to.~~r ,,~,~:,..(\.t~,:,';*t::l~I N 'C~cl~......~;r;:z:gz~:.r{~•cO 0i'"u "Om+J~..+~...lil I ~"O....:lCl)f1~0 0 '....0 ";'S'~+J ~(!).I:l.,. .N ~~cOOr-lN :0!....(1)~r-lC")"•#-.~..:•~~>.~0..-1 C")ll<....:l E:OJ·..-I ~If).a:'~''t3 cf:cO ~~>,~d ~':'.;~~~....CI)S-I (1)PiCI)~o C")~II.~1 Q).•+J ~~:!~~+J C").r{0~.t}0 .~'"r=.c ulilt)>-~II)dII)~II)z;:l bl 00't:l~f:~p;tS ,-. --:'1 -t+: Form~p,RCC·62 (2·64)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 70.1 OF ACT OF JUNE 16,1961,I EF~~VE JANUARY I,1962.(FILE IN DUPLICATE WITH COPY OF WILL ATIACHEO)\j..*'OFFICE OF THE REG'ISTER OF wu.:..:s t 3 ~I."f-/.5()J ,WASHINGTON r.County of ,,. HELEN GLACE ZADECKY 5063 Don Street,Finleyville,Pa~............,'of 1:5332 (Name)(Address) ,sworn .s.Executrixhemgduly.accordmg to law,deposes and says that he IS the _ ,(Exec"Adm"Legatee,Etc.) ERNEST L.ZAOECKY ,5063 Don Streetoftheestateof•.--------whose last residence was --------- (No,)(Sueet) Union Township .,May 29.1968_______....deceased,and that the whole of the estate of said decedent,who died _ (CitY,Borough or Township)(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANli:ES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HEl.D AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value estate held by entireties.-All real the. {)/{/1,J· f ", Personal Property In settle.."11ent of:Helen Glace Zadecky,Executrix of the Estate of Ernest L.Zadecky,Deceased,vs.Penn Central Company, United States District Court for the Western District of Civil Action No.~69 -58,per'Order coW::t·r~..- Pennsylvania,of $3,041.00 100 shares Ashland Oil &Refining Co.@ 38-5/8 /.'1.7 3,862.50. 50 shares Kin-Ark Oil Co.@ 5-5/8 281.25 $7.184.75 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 intere~t 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 Esti~c;lVaue'" All other property held by the entireties- - "" •. ~. .'. .. , Transfers within TWO YEARS Prior to Death NONE .,..... That at the time of death there was no safe deposit box registered iil 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 BENEFICIARYaninterest,vested,contingentor otherwi~e.i!1 est~t«:.)are involved,set OR NO AT DEATH OF .IN.ESTATE..fortn this fact.)..DECEDENT HELEN GLACE ZADECI(~.Spouse ..,..,Yes..~Full age,'All .,..-,~.-. -r.,. .."-- r ,.-------- .~ 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.------=---~-=-------.-------------------.-.--,--,-..---'---,--tDiKEGISTER ONLY EdW.B.Garry Funeral ·Hom·~"Funeralexpenses paid $1,065 OW$ Helen Glace Zadecky Register of Wills Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees * 1,000 00 1':>IUU OTHER DEBTS AND CLAIMS Fiduciary commission * (*)See Note below Catholic Cemeteries Assn. Calvary Cemetery Finleyville Flower Shoppe Funeral Mass Washington Hospital Dr.James A.Mansmann Dr.F.Bryan Kennedy Balance of Pledge to Building Fund of St.Francis of Assis; Church,Finleyville,Pa. 20 00 170 00 12 72 10 00 172 71 99 00 30 00 450 00 PLEASE SEND A BJLL FOR INHERITANCE TAX Total $3.044 4,3 Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,.commission or d.ebt is greater or less than the estimated amount claimed and allowed.~ Subscribed and sworn to before me this ~.~:t:............ ..0 ..','.~;~M'~~'•••(EXeCU1lDUd~/" ........................day of ~~.17~~,19 ..~~•..,)\\1;5063 Don Stree(]t ,/,'i~?"~a..""""""""""""""""""""""""".tJ,'~,\~\.\!IC·~o'.J,..~CO"(fitreetNumber).............~J '~,"'.'''i,..r"c:,,\~~;:':,;'~:::~'~'{::.J-;'/Finleyv11le,Pa.15332 .~:/\O z;;:.i c~~;;·,,'~·~~j ,~h ,/. .. 0'~iI~j:;.I~ij;,•.;1 vI (City or Town and State) Having been duly sworn~'ding to law,I do her~certifY.that the above appraisement is made in conformity with law on this................dJ?~day of C~~;c..«,_/'77./19.~./~ _..d;!d:.k..~~Z-<'4 ~~..~V~.7·"A"ppraisel' In the event that any future interest in this estate is transfelTed in possession 01'enjoyment to lateral 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 THVE9ISTER OF WILL~ I,the undersigned duly elected Register of Wills in and fo~~~.... .V~..County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by deponent,e·cept as to thos 'tems where a greater or lesser amount is set forth in the last column to the right in said schedule above,which greater or lerer amount reR es ts the sum allowe~duction. Dated'..~-/?,4':{!(&........····················ii.g;;i.;~······~ 1'~ 'l Form No.RCC-62 (2-64) WillAdministration INo.. . . . . . . ...Year ..... IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ERNEST L.ZADECKY Peceased Late of ::..~~~~?Township ~. ~........................ County Jf .Washington •••••••••••••••••••••••••••••0'" ~.rCommonwealth of Pennsylvania REPORT AND APPRAISAL-(0 0')(,t;l :::0 .»-m:tl -0 .."QC:::0.-(j) Vi:</>--r4m (\").rr.nr .VI:tlr 03:m...,,:!>-0=<::0 ::ii: 0r-:::-:.-ra N(j)... N \.0 'A.Samuel Odcli A~tor1'1.:;;Y a.t La,,! 6313 v.~l~l:::w Gtrcet Finleyville,P;;::r.l;.:,;y!vuu:;l.16332