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Home My WebLink AboutOC1968-1558 - ESTATE OF KELEMEN../. : i I t . R C C-81 (2-64) 'COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E REFER TO NOTICE OF FILING OF APPRAISEMENT In Re: Estate of ____ .::.:M::::::'l=fl.:::.Y'...:f:.::;:!;:;:!.L::::El>=: .::::1~:::.:::.U:__ _______ _ You are hereby notified that the original appraisement in the estate of A:ndv Kel~r.pn has been filed in the office of the Register of Wills qf l#.!!Shinnt.Qn County on Deem.ber ll , 19 6.8 . Said appraisement reflects the following valuations: Jt. Real Estate _______ ~~~~---------- Personal Property :.ZOO.OO Hel~~~ ~1r,~J~5~o~.~~·;u~---------- Total 1,5;0.00 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. ESTATE INSOLVENT Note: This is not a bill. . ,/( .. t .' / . j I I I 'l f,C-39 (6-67) '·~O-AMONWEAL TH OF PENNSYLVANIA / TRANSFER INHERITANCE TAX RESIDENT DEC:EDENT FILE # 63-68-1558 KELEMEN, ANDY FILE # 63-68-1558 May 22, 1967 SUMMARY n.EPOHT OF INHElUTANCF: TAX APPRAISER I. the undersigned duly appointed· Inheritance Tax ~ppraiser 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" • 05-22-67 12-11-68 . A-@ APPRAISE~......:. n a ted: REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for Washington County, Perinsyl vania; de• ···spef: tfully report that I have allowed deductions in the amounts claimed by deponent, exceyt 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 greater or lesser amount represents ~#~~' the sum allowed as a deduction. Dated: 12-11-68 REGISTeR OF WILLS INVENTORY VALUE AS BEPO~rED VALUE AS APPRAISED VALUE AS REAPPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) $ $ $ 200.00 200.00 ------ TOTAL GROSS ASSETS LESS Debts and Deductions (ScHEDULE F) 1,.350.00 1,550.00 ~?J+.QQ =•:= 1,350.00 1,550.00 =!1:2,.!:J2~2~4~·,5;.0"""0=· =·- CLEAR VALUE OF ESTATE ----=E"'-'s>!..t,qj,,EL_:t_nso""l=...v~e~n'-"!t ___ _ Valuation of life estates or annuities $ ___ _ ESTATE TAX ASSESSMENTS ~ ------ FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on $ ~% $~---------- Tax on $ Tax on ~ . ~~ --------· '. "-',0 $-~--~-Tax on $ , __ lFi% $ Exemptions : . (':') Total Estate __________ __ TOTAL TAX Less tax previously paid BALANCE $ ____ _ *=====~---:. $ -~-~--Less ~% of tax if paid within 3 months after death $ ======:= j~\LANCE OF INHERITANCE TAX DUE idd interest at rate of 6% 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 TOTAL TAX BALANCE PAID ADJUSTMENTS (':') As evidenced by Chari table Exemption Certificates issued by the S~cretary of Revenue. $-~----- $----~-- $ ______ _ $-~----- $ NOTE: Where subsequent adjustments are made to the above computation of tax by the p,egis ter of Wills, for proper reason, same should be noted below, with short explanation. Will Administration ( No. ... Year ........... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF Al'WX .. .K.E.~~N ...... Deceased Late of .. . CEClL .. T.WP ..... _ .................... . County of . . . W:JiS}{pii(}'l'()N . Commonwealth of Pennsylvania REPORT AND APPRAISAL J ..,. 4 i' --....... ___ _ ·~--~., .... ----:-;r ' ·· COMMONWEALTH OF PENNSYLVANIA ' DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG. PENNA. 17 12.-7 RESIDENT INHERITANCE TAX APPRAISEMENT DATE ........... .P.f:l.~.f:Jmb.~~ ..... ~~-~ ..... ~?..§S. ........ . COUNTY ............... ~~-~~-~~.'?.?: ................................ . FILE NO. .. ................... §.?.:.?..?.:.!.?..!. .. ?. ......................... . Whereas, ...................... .1\:m;lY .... K~.l..~m~n .................................................................................... late of ....................................... C..~.~g_,_·.~~!:o·= ........................... . in the County of ...................... 5:'!.~-~@:q.g~<:>.:P .......................................................................... Commonwealth of Pennsylvania, having died on the .......................... ...?.? .... ~~ ............................................. day of ..................... ~~~ .............................................. 19 .. ~?. ... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ........................ W.~.~-~ ..... 9~P:~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 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 PERSONALTY: One lot of old household goods and furniture, JT. HELD: All that certain lot of gDannd situate in Cecil Twp., Washington County, Pa., knonw as Lot No. 262 in a plan of lo~s laid out by James M. Colizzo, et al., called the 200.00 Unit Values $ Appraisement Made for Inheritance Tax Purpo1ea 200 00 Muse Plan, recorded in the Recorder's Ofiice of Washington County, Pa., in Plan Book 7, page 188. 1,350.00 1,350 00 Total 1,550 00 Estate Insolvent ronn~~·:;:~hbi:~ ::~ii,~.w~ "L~~o ~~· ~~ o~~ .. ~~ L~=-~~ .. ~b~~··~r~e~;;~ ~~F ~·"i;~mser ~ ........................ ~ ............................................................................................................... .. um r and Street) .. .. . . .. ...... ... .. ............................................................ ,. Penna. (POI!t Oftloel . WASHINGTON. .................................... . County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ANDY KELENEN Deceased. Late of CEC.IL .. T.WP. •............................................ Date of Death, ..... ~.Y. ... ?.?. . .t .... J.,9.9.7 ................................... . Appraisemel!t Docket Vol., .............. 3...7 ............................... . Page, ........ +..£>.?~? ...................... No ...... ~:3..:::.9~.~:L..?..5..?. ...... . Filed in Register's Office,D~GE!llll:>E!:r .. l.l.,, J9Q$ Amount of tax due, $ ................................................................. .. DEPARTMENT OF REVENUE Received, Examined and Approved, ,Wrote abo.ut Appra.isement, Appeal fyom Appraisement, Entered and charged, .... # ____ ... -'_ .~.,. -::·-. ~ .... __ .-·1' ~~... • "'."· ... ~ .-'· -~ ·~ ••. ,"\. ._,.. Form No. RCC-62 (2-64l THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 19~·1. j. __ ·--; EFFECTIVE JANUARY 1, 1962. ·~ OFFICE OF THE REGISTER OF WILLS ·c -t f · Washinaton . ' . ~~ · · -- -oun r 0 ....... ,. .. ~ . % . j·{Am:=t!l~~~'ir.lc-'> l. ~ ·~ ~ - ... ~.l:i~.q)?~:t:l].. K~1-~.~~P ........................ of .. .. . . ....... v.-v:-:7 .. ~ .{--!_; ~(.7, (Name) 1 , , (Address) . -· ' 1: . being duly .... !S~QtA .......... according to law, deposes and says thatihe is the -~~;r:'?'~Y~~9. J~A~~;·.<?~.~J; -· · (Ex;ec.; Adm., Legatee,•Etc.) oftheesta~of .... AijPX:.~l;.f!MF;J:-1 .... ~ .... · ......... -Late of .... 9~~-q~~: -~~~~p. · .... · ... -~--' ...... . . (City, Bo ugh or wns · ) . · . -. . . ... deceased, and that the whole of the estate of said decedent, who died .... ~qy. -~?, ; . ~ f5 consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRAN S 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 (See Jointly Held Property) Value ' Personal Property One lot of old household goods and furniture, all given away except one old refrigerator sold for $20.00 $ 200.00 L . " ~-n.;, ~ -~·-- Jointly Held Property All that certain lot of ground situate in Cec-il Town-Estimated Value~- ship, Washington County, P~nnsylvania, known as Lot No. 262 in a pla of Lots laid out b James M. Colaizzo et al. called the Muse .. .Plan the right of survivorsh D. B. Vol. 1037 a e Sale Price of above real estate $2,700.00-Taxable amount=~ or $ 1, 350.00 Transfel's within TWO YEARS Prior to Death . , I • &. 1\.r ,. ..... ' ' •' 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 NONE BENEFICIARIES RELATIONSHIP SURVIVED AGE OF LIFE BENEFICIARIES AND; ADDRESSES (~f 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, ve.sted, contingent or otherwise, in estate.) are involved, set OR NO AT DEATH OF IN ESTATE . \ · ... forth this fact.) . DECEDENT. Elizabeth Kelemen dauahter Yes -----Jt. surv. tenant -------------~--~---~---------___, _____________________ _, RESt6ENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED )l'OTE: List first five items in the spaces so provided, observe notations thereon, and instructions. DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN .-------~~~~~=----------.----------------------------------.--------,---ID~EGISTERONLY Yonev's Funeral Home Funeral expenses paid Elizabeth Kelemen. lived Family exemption (will not be allowed unless ~~~~h ~eceden~ at tJ.me · O:t h_ Sdecedent died residing with a spouse or children.) George J. Modrak OTHER DEBTS AND CLAIMS Oak Spring Cemetery 2xap:ariH Slovenian s. & L. Ass'n. u II II II Russell Marino Administration Expenses * Counsel fees * Fiduciary commission * ( *) See Note below opening and closing grave preparing Deed 1% State Transfer Stamps 1% Township Transfer Stamps filing Return Total $ 1,017 oc $ 1 000 .oc 60 oc I 75 ·ool i I 15 OOi 27 ool 27 oor 3 00: I I I I 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. Subscribed and sworn to before me this ... /£4 ..... . Having been duly sworn according to law, I do he~ertify that the above appraisement is made in conformity with law on this ................. /?.;zL. ..... d•Y•'········· ~i/. .~c.:-L.ff-. ·~~ .... U .. ~~- ;z ---c_y· , ~~r.' In the event that any future inte1·est in this estate is transferred 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. F WILLS I, the undersigned duly elected Register of Wills in and for. . . . :~Z___..A ·. . . County, Pennsylvania, do respectfully report that I have allowed debts and deductions in the amou s claimed by deponent, e ~~'those items where a greater or lesser amount is set forth~ last column to the right in said schedule a ~ove, which greater or I /J amo~uep esents the sum ~wed as a de~ction. Dated: ... ·:~ .. /./;. .. /..~&/..... . ........... ~~?e .. ~¢.'./:t!:1:(~ ..... . Register of Wills r f :J' I \ t ~ I I ., .. I J ' . • I ~ ~ .. -- Form No. RCC-62 (2-64) Will Administration lNo. · · · · ...... Year .... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF .......... -~-~Y. -~~;&$~ ........... . Deceased Late of ... -~~-q~;L .. r:r<?~l?h~P ......... . ' -· . ' County of ... W.Cl:~~.i:I?-9~C?t:l. . . . ....... . ; 'I j . c : . Commonwealth of Penn§yivania i '~, . ..:! ~-.. -._ t ~ ..., ...... n-... -.; .. : ... REPORT AND:.A-FPRAiSAL r-. ; r-L; (.f) w LJ (.,") I ' -· ---J I li-; 0