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Home My WebLink AboutOC1968-1552 - ESTATE OF BENCHAK-. RCC•39 (5-68) ,, COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of BENCHAK JOHN DATE OF DEATH ~21-67 (Last Name) (First Name) (Initial) 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". Dated: 04-29-69 ------~~~~L----------08-21-67 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. !?~~ ~ , Dated: 04-29-69 ~ ..-//J~ ' REGISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED 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 $ 5UU uu 500 00 1. ?L.O 00 Est annuities . . . . . . . . . . . . . . . . . . . $ ____ _:·'""',---4----"\ EST ATE TAX ASSESSMENTS $----------~--- $ 500 00 500 00 1.740 00 at e Insolvent FOR USEOF REGISTER ONLY Tax on $ -----------l----(2%) 0 Tax on $----------4--"i< COMPUTATION OF TAX $ ____________ 4---- $ ____________ ~~-- Tax on$ 5% $-------------4---- Tnoo$ W% $ __________ -4---- Tnoo$ 1~ $ ____________ -4---- VALUE AS REAPPRAISED $ ____________ ~--- Exemptions * Total Estate _______ -~.... __ TOTAL TAX $----------'--- (*) 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 $======== Add interest at rate of 6% from -------to ----- AMOUNT OF ESTATE TAX ASSESSED $--------~- Estate tax paid $ _________ ---1~-- BALANCE DUE Add interest at rate of 6% from ----------~10------- $ __________ ___! __ _ $ ________ ____. __ __ TOTAL TAX BALANCE $ -----+-- 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. Will Administration t No. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF t10Im :aEI\TC.liJ\.K ... Deceased Late of. LONG BRANCH . County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL '· I' .... 1 .. .. "' ~· Fonn RCC-2 DATE ................... ~.P!..~! ... ?.?..~ .. ". .. ~?.?..?.... .. ..... . DEPARTMENT OF REVENUE COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX COUNTY ..................... ~~-~-~-~-~~?..~ .......................... . • • BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 17 12 7 APPRAISEMENT -FILE NO.········· .~9.429-21.6>2 ............................. . Whereas, ..................................... ~.Q.@ .... ~~m.gh~~ ...................................................................... late of .................................... : ............. ~.?~.& .... ~~~?.?..~ ..................... . in the County of ................................ W~.~.~pg~.QA .................................................................... Commonwealth of Pennsylvania, having died on the ..................................... ?.~ ... ~.~ ...................................... day of ..................... :11.~.@.1..5.~ .................................... 19 .. ~7. ... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ........................................ W.~.~ .. ~ ..... 9.J~.~~.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. Description of Asset ~REALTY: All those two certain tracts or pieces of land situate in the Boroguh of Long Branch, Washington County, Pa. Being the same properties which Thomas HcCovish and Mary McCovish by deed dated July 18, 1928 and recorded in the Recorder's vrrice of Washington County, Pa., in Deed Book Vol 559, page 62, granted and conveyed to John Benchak and Kathryn Benchak, his deceased wife. . ' _,) l "' .n i!: .. ' Total Estate Insolvent Unit Values $ Appraisement Made for Inheritance Tax Purpoaes 500 00 500 00 Having been duly swo.rn according to law, I do hereby certif:y that the above appraisement is made in con- formity with law on this ............... ~?:.~ ............ day of ....... ~ ................ ~.<C.c .. ~L;/7."7 ..................................... ?'? ........ ~)}· fi:/! 7 .£Cf'. ... '-./.e.. ............ ~L,ck .. ~J ............. ~~-·· .. ··A~..:e ~~:;:·.:.·<_~.~~;~~~~~~t)··· .... · .. ·.·.·.·.·.·.·.··.·· ... ·.··.·.··.·.""";~=~~·: I I I I I .................. WA:?.H:mG:l.'ON. ................................. County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JOHN BENCHAK Deceased. Late of LONG BRANCH Date of Death, ........... :'\~.~:!' .. ?~.'. _,:"1::?.~? .................. . Appraiseme11t Docket Vol., ............... }!.?. ............................ . Page, ......... +..~?.~~---······· ........ No ..... ::c. .. :~4.?~:==.f.t~ ...... . Filed in Register's Office, .. ~.:P~.g···-~-? .......... 19 ... ?.? Amount of tax due $ } ·································································· .. DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal f,.om Appraisement, ~ Entered and charged, .... ~ : .LAST WILL f\_ND TESTA~·Jl1'NT. -I,-Jolli"l Benchak of Long Branch Borough, Washington· County, Pennsylvania, being of sound mind and memory, do make, publish and declare this my last will and testament, that is to say: I (1.) It is my desire that all my just debts and funeral expenses be p1id. (2.) To my step daughter, Helen Kuzy of 1406 Our.vay ·st., Pittsburgh 19, Pennsylvania, I leave the sum of Five ($5.00) Dollars. (3.) To my step daughter, Mary E'leko of 43 fiiarion Street, Pittsburgh 19, Pennsylvania, I give, devise and bequeath all my real estate, money and personal property, she to have and enjoy and do with as she desires. (4.) I hereby nominate and appoint Dail A. Sloan of Long Branch, Washington Cou..YJ. ty, Pennsylvania, as executor of this will. I In Testimony '\'~!hereof, I have hereunto set my hand and seal this 24th day of September, in the year nineteen hundred sixty- four ( 1964). Signed, sealed, published and declared by the above named John Benchak as and for his lrst will and testament, in the presence of us and each of us, ~110, in his presence, and in the presence of each other, at his request, have hereunto ~ubscribed our names as witnesses: ·' ! .,. . . .. : :/· !""~~. : .• ::: ::~ ~-:-" . ' I 'I I ·I --~----~-·--·~------------------~ Fonnfi",o. RCC-62 (12-66) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS Ul•iDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961, j • ,· E:R'JI:TIVE .JANUARY 1, 1982. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) OFFLCE OF THE REGISTER OF WILLS Washinqton County of .......................... . Harry Caplan 1308 Law & Finance Bldq.,Pittsburqh,Pa., .................... ; ......... · ................... of .............................................. . sworn eNamel attAdf~y for Mary Cleko, being duly _______________________________________ .according to law, deposes and says that he is the ---r.es.idna~--A.:.v.isAA--------------- TEi<ec., !Adm~egatee, Efc:T of the estate of -----~-Qh,!l, __ ~-~n_QbM _________________________ whose last residence was------------~~~--~-~~~~-! ______________________ _ (No.) (Street) -~~-~-~~-~~-~~~---~-~~~!-~---:..~.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 ENCUMBRANGES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. --=---- Real Estate Estimated -Value All those two certain tracts or pieces of land situate in the Borough of Lonq Branch, Washington County, Pa. Being the same properties which Thomas McCovish and Mary McCovis h, by deed dated July 18, 1928 and recorded in the Recorder's Of fie e of Washinqton County, Pa., in Deed Book Vol. 559. pacre_ 62, . ....-: qranted and conveyed to John Benchak and Kathryn Benchak, his wife. Kathryn Benchak died August 24, 1964, title in severalty thereby vesting in John Benchak. -$500.00~~ -1JI' W,J6_ I f1 ___ 7_ lb Yn-07-I 1-9:" .. Personal Property NONE < ' 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 Transfers within TWO YEARS Prior to Death Estimated w..., _ ---Value NONE That at the time of death there was no safe deposit box registered ih decedent's individual name, or jointly wit~, 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:---H()HB 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, continge.nt or otherwise, in estate.) are involved, set OR NO AT DEATH OF IN ESTATE forth this fact.) DECEDENT .. _ .-.. _ .. ~., ~ ..t ........ . ·---.r , "'Wol ................ ~. ~ ... , ':~n:.epau . .La yes I ,w. )t1r18 res1cuary estate \ Pittsburgh, Pa. 1.1219 Belen Kuzy,l406 Our Way, . -..... -:11'. ,. ra. ~:>.l~~ stepeh1.ld yes s ui juris $5.00 bequest - I I ' ' ~ I I I I I Ift...i!DENT 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 v· ' . ttEGISTER ONLY . . Ruth Eckert Funeral Home Funeral expenses paid $ 1,740 00 $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees * Fiduciary commission * I OTHER DEBTS AND CLAIMS (*) See Note below ~ . '· • . Total $1,740 00 Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission oi· debt is greater or less than the estimated amount claimed and allowed. Subscribed and sworn to before me this . ?. J.d. .......... . l Atty. e o, residuary devisee 0 ••••••••••• 0. 0 ••••••• 0. 0 ••••••••••••••• 0 ••• 0 0 0 ••• 1308 Law &8~!h~-JBuildinq .. '~-~~~~gl,l_,.. ,.~ .. ~.$~l' ............. . (City or Town and State) In the event that any future interest in this estate is transferred in possession or enjoyment to col expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right t tance taxes at the lawful collateral rate on any such future interest. in conformity with law on this ~- 1 I r I· I l • •• Fonn 1\'o. RCC-62 (12-66) Will 63-68-1552 . Ari:Dllilll:stl!lltkl» l No. . . . . . . . . . . Year . . . . . Will Book No. 101., p~ge ·1o· · IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF John Benchak. Deceased Late of ... l:tC?~g Branch ......................... County of .washi~~ton ...... , ...................... . Commonwealth of Pennsylvania REPORT AND APPRAISAL " t """- r -.. I-.._:; \..i.; ..._. >-4 .. ~ . HARRY CAPe-AN ATTORNEY AT LAW ' 10 1308 LAW & FINANCE BUILDINQ PITTSBURGH, PA. 15219 .... ·,. COMMONWEALTH OF PENNSYLVANIA D.EPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION iN YOUR. REPLY PLEA8E REFIER TO' 37-168-l NOTICE OF FILING OF APPRAISEMENT HARRY CAPLAN Informant In Re: Est ate of~----=-J~OHN:::::..-=BEN=···=· .::OH:.:::A~K::__ ______ _ _____ ....:W::::AS.:::!!H:=I::=NG:::.T!:.:O:::!N:...· -----CoWlty -File No. You are hereby notified that the original appraisement in the estate of Jolm Benchak } ~as been filed in. the office of the Register of Wills qf Washington 'CoWlty on Apr1l 29 , 19_69. Said appraisement reflects the ~allowing valuations: t. ( i ~· Real Estate -------...;5;uO.aO~: tr,i,ooAL.. __ ' Personal Property _________ __ I, Transfers __________________ __ k Total -----------------~5~0~0~.e,,OOw· w· ---- ~ t As to such tax that is paid within three feath, a five (5%) percent discoWlt is allowable. :'remains Wlpaid after one year from date of death, 1of six (6%) percent per annum is charged. months from date of As to any tax that interest at the rate i 1<-fappeal Any party in interest who is aggrieved by an appraisement may therefrom as provided by law. r ! iPate __ __:A~p~r.l!!i.=.1....l.2 ..... 9Uit'---""'19;c.6=!.i9~-- l~ t· i J t I DATE OF DEATH: t $· f• ! t. August 21., 1967 i ' I' r Note: This is not a bill. ESTATE INSOLVENT