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Home My WebLink AboutOC1968-1559 - ESTATE OF ULENSRCC-81 (2-64) COMMONWEALTH OF PENNSYlVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY PLEA8E REP'ItR TO 37-167-3 Informant In Re: Estate of.___,.. __ P,...E_'fr_ER...;.... _U_LEN __ s ____ _..:,_ ___ _ ______ ..,.v_N"AS_· _H_I_NG_'I'O_'_N_..,...,._,....._ County _ File No. 63-68-1559 Dear Mrs. U1ens: You are hereby notified that the original appraisement in the estate of Peter U1ens has been filed in the office of the Register of Wills qf Wash3ton County on Dedemher 11 , 19~. Said appraisement reflects the following valuations: Real Estate _______ ~6~,oo~o~.o~o~-----~ Personal Property ________________ __ Transfers--------~------- Total -------..J6J.j,~QAOAOLt·~Ql.l.Ql------..- 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 deat~, 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. Date ___ ~D~e~c~e~mwb~e~r~l~l~·-1*9~6~8~---- DATE OF DEATH: June 2, 1964 ESTATE INSOLVENT Note: This is not a bi II. j ..... Rr:C~9 •(6-67) ~~""MONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ULENS, PETER FILE # 63-68-1559 June 2, 1964 SUMMARY FILE # 63-68-1559 flEPOHT OF INHERITANCR TAX APPRAISER I~ the undersigned duly appointed Inheritance Tax i\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"" i /n s_/c.'hedules "A"' "B"' "C" Ure"E". Dated: 12-11-68 /~ 06-02-64 APPRAISE REPOR'T OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for Washington County, Pennsylvania, do r~}spectfu1ly report that I have allowed deductions in the amounts claimed b;y deponent, excevt as to those items where a greater or lesser amount is set forth in the last colunm to the right in Schedule "F", which gr/2ate or lesser ~amount repre(sents the sum allowed as a deduction. Dated: 12-n-68 ~~e ~ INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS LERR Debts and Deductions (SCHEDULE F) CL."SAR VALUE OF ESTATE Valuation of life estates or annuities ESTATE TAX ASSESSMENTS f<OR USE OF REGISTER ONLY REGISTrR OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $ 6,000.00 ·~ $ 6,000.00 $--~--- 6,000.00 6.000,00 :=: ======== ------~~e_l_nso~l~v~e~n~t~----- $ ___ ~ COMPUTATION OF TAX Tax on $________________ ~% $ __________ __ Tax on $_______________ l01a ~------~---- ·rax on~---------·~ $ __ .;.__~- Tax on $ , __ lPi% $ Ex;emptions == (':') Total Estate __________ __ TOTAL TAX Less tax previously paid BALANCE Less ~% of tax if paid within 3 months after death .3ALANCE OF INHERITANCE TAX DUE Add interest at rate of H% 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 Secretary of Revenue. ~------ $---~-- $ ______ _ *~------$ _____ ~_ $ NOTE: Where subsef]uent 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 ~ No. ..... ... Year ........... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF PET~ .. l.J~$. · · · ..... n~~~~~~ci . . . . . . . . . . Late of. CHARLEROI County of WASHINGTON ..................................... ···············. Commonwealth of Pennsylvania REPORT AND APPRAISAL ~ ~ J ) ' ' . ' ' ~-· DATE December 11, 1968 ?-' DEPARTMENT OF REVENUE • , COMMONWEALTH OF PEN])JSYLV.ANIA RESIDENT INHERITANCE TAX APPRAISEMENT COUNTY ............................. W.§.I?..!.4..!!_g!-.,<?.g .................. . BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 17 12 7 FILE NO .......................... §.?..:.§?.::::.~.?.?..?. ....................... . Whereas, ........................................ ~-~~-~;r .... Y..+..~P.:!?. ....................................................................... late of ................................... ~-~~~~:,~-~ ........................................... . in the County of ................................ .W.~-~hJMt.9.A ................................................................ CommonWealth of Pennsylvania, having died on the ................................... ?. ... n9. ............................................. day of ......................... !!~e. ........................................ 19 .. ~4. ... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ................................... W..!.R.! ..... G.h.~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 til the following appraisement· , e . 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. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purposes $ REALTY: All that certain lot or piece of ground situate in the Borough of Charleroi, liounty of ~vashington and Commonwealth of Pa., bounded and described as follows: Beginning. at a point on Crest Ave. at the corner of property now or formerly of Dawson and where and "X" is marked in the concrete: thence North 31° 40' West, 24.60 feet to a _pin at the corner of Crest Ave. and Third St • : thence North 58° 20 1 E~st, along line of property now or formerly of Greers 74 ft., more or less, to a line of property now or formerly of Americo Troiano: thence at rie:ht angles to ghe Greers line ·and along line of Troiano South 31° 40' East, 37 feet, more or less, to the line of Dawson: I Thence along the line of Dawson, South 77° 16' West, 20.15 ft. to a point: thence South 59° 9' West, 54.62 ft., more or less, to an "X" marked in the concrete on Crest Ave., the place of beginning. Having erected theron a dwelling known as 220 Crest Ave. 6,000 00 Total 6,000 00 Eat ate Insolvent ' i ' I form~;•:fhb~: ::~~w<>rrl "//~~~~: ~.~ :r~~~~o~e ~~~r~~~;l~~ ,, '• ~ Appra1ser ~z . ~~~-·· ............................................................... , Penna. POJt Otllae) I I I I I I I I .. 0.: ,.._ c;;; . .c. ............. :W.A$.I{~NGTON Co,unty """'---~~- RESIDENT INHERITANCE TAX APPRAISEMENT Estate of PETER Ul.ENS Deceased. Late of CHABm.EOOI Date of Death, ..........• J)JD:~ .... ?.t .... l9.9.4 ............................. . Appraisemel!t Docket Vol., ................ ?..? ............................... . Page, ........ 19.7:':':'3.. .................. No .... 9.J..:::-.9.f3.::-::+..5..5..9. ........ . Filed in Register's Office, P~.Q~m.P..~;r. ... U..t19 .. Q.$ .. Amount of tax due, $ ............................................... ." .................. . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal f1'om Appraisement, Entered and charged, --............... l ·-"1". ~. • ~· • J J --------------------------------------------------. . Form No. RCC-62 (2·641 THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER~SECTION 701 OF ACT OF JUNE 16, 1961, EFFECTIVE JANUARY 1, 1962. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) ~ ,~-... . , ~· OFFICE OF THE REGISTER OF WILLS County of .... -Y!~~.htM~9A ........ . . . . . . . . ~~~~~:.;~~~. ~· .. P.~~~-~ .................. of .. ~49 .. (;~.~f?!=. AY~l1\1~1. ~.11~~-~~~-qt, .. l;><ll.• •.•• (Name) (Address) being duly ________ .s_wo..rn. __________________ .according to law, deposes and says that&e is the _____________ _!!!_;_~!E-!~!1:~------------------------ -(Exec., Adm., Legatee, Etc.) of the estate of ___ f~~-~!' ___ 'QJ_~g_~------------------------------whose last residence was ___ 2_~Q ___ CX~§_t __ Ay~_QY_~.J.-------------------. (No.) (Street) _Q_~~_:!;J~-~Q_:!::, __ j~~-! _________________ .deceased, and that the -whole of the estate of said decedent, who died .. .June .. 2..,. .. J.9.64 (Cicy, Borough or Township) (Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANeES 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 ALL that certain lot or piece of ground situate in the Borough of Charleroi, County of Washington and Commonwealth of Pennsyl- vania, bounded and described as follows: BEGINNING at a point on Crest Avenue at the corner of property now or formerly of Dawson and where an "X" is marked in the concrete; thence North 31° 40' West. 24.60 feet to a pin at the corner of Crest Avenue and Third Street; thence North 58° 20' East, along line of property now or formerly of Greers 75 feet, more or less, to line of property now or formerly of Americo Troiano: thence at right angles to the Greers line and along line of Troiano South 31° 40 1 East, 37 feet, more or less, to the line of Dawson; thence along the line of Dawson, South 77° 16 1 West, 20.15 feet ~ to a point; thence South 59° 9' West, 54.62 feet, moreor less, to an "X" marked in the concrete on Crest Avenue, the place of beginning. Having erected thereon a dwelling known as 220 Crest Avenue. Personal Property Estimated Value $6,000:'00 None NOTE: You may expedite the processing of this return by filing with it, and as a part of the return, letters from financial institutions or mortgage holders, certifying to amounts on deposit or owed by the decedent as of the date of death. Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and intere$t in the decedent's account at the date of death and the type of account, account number and the exact name or nanies in i l~---w·h-ic_h __ t_h_e_a_c_c_o_un_t __ is __ r_e_g_is_t_e_r_e_d_. ______________________________________________________________ ~ Jointly Held Property Estimated V~e • < . .. . , .. None None - . . •T " . - Transfers within TWO YEARS Prior to Death None I .• J . None :I -•• J r .... ' .... ·~ ·~· ., r ... ~ . '· .. . , "' .. ·~ .. ;. ·' ~·· : . ' -.. ' :r I' '< .· : I . 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 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 ' Cathermne M. Ulens Wife Yes Sui juris One-third ~~;0 .y,res t: AlS~~ue r ,.q,.. ,::.rni 1n~vluania ·~ , Edith Mae Ulens Yagnich Daughter Yes Sui juris Two-ninths Chula Vista, California - _Donald E. Ulens Son Yes Sui juris Two-ninths 1010 McKean Avenue Charleroi, ·Pennsvlvania William J. Ulens Son Yes Sui juris Two-ninths ~ha~1e~~i Pennsvlvania R~SIDENT DECEDENT DEBTS AND DEDUCTIONS CLAiMED' " NOTE· List first five items in the spaces so provided, observe notations thereon, and instructions ~-------D_E_B_T __ O_R __ CL_A __ IM ________ ~---------~N~A~T~U~R~E~O~F_S~A~M~E __________ ~~A=M~O~U~N~T~~THIS COLUMN !REGISTER ONLY . ~ F':a;;atiets HSte.zak _ Funeral expenses paid $ 1,110 0( $ ·---· ------;----t------=----=------------t_:___.z_____:_+-=--+_:__----+-- ·catherine M. Ulens Woodward and Bassi OTHER DEBTS AND CLAIMS Fabian Hardware Henry Motycki Stanley Lubinski East End Federal Savings John Apanasewicz Spiegel and Co. Dravo Corporation Montgomery Ward L. Wickerham 1965 county, school and borough taxes 1966 county, school and borough taxes 1967 county, school and borough taxes The Catholic Cemeteries Assn. of the Diocese of Pittsburgh Quinet Monument U. A. DeRienzo, M. D. Tenth Street Pharmacy Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees * Fiduciary commission * ( *) See Note below Outstanding account Side porch Roofing and gutters Mortgage Wiring Outstanding account Outstanding account Outstanding account Outstanding account Grave plot Marker Medical services Medicine ,..------ 1,000 00 5 oc 60 oc 86 8< 397 0( 130 0( 3,330 6c 25 0( 85 0( 125 0( 218 0( 10 0( J.lb 42 17h 1': 1 I "" .I." . ...,. v 349 5( 100 0(~ 266 Ol~ 45 OlD Total c 7 Q 'l a I~ 5 T -- 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 ..................... . ..&~ .. 9rt.~ ... QJ..~ ........ . (Executor-Administrator) Having been duly sworn according to law, I do hereby,.certify that the above appraisement is made in conformity with law on this ..................... /!.$. .... dayof .......... 2J~_········'A·:JJ9.~/? /) ~ ~/.:.~~·····~-·~¥.<. ..... . /A"p~ra1ser In the event that any future interest in this estate is transferred in possession or enjoyment to c ateral 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 T~~GISTE OF W LS I, the undersigned duly elected Register of Wills in and fr~:·· ............... ':-": ....... County, Pennsylvania, do respectfully report that I have allowed debts and deductions in the amounts claimed by depon , except as to those items where a greater or lesser amount is set forth in the)ast column to the right in said schedule above, which greater or esser ~presents the sum allowed as a deduction. Dated: ... ~~ ... &" ./.'!:'~/..... . ....... :~£.:::!lb.&.";1~£.~,o. .. . Register of Wills /~ t Form No. RCC-62 (2-64) Will l · . Administration sNo. · · .... -... Year .... > IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF Peter Ulens Deceased · Late of .. ~9.:t::Q\lgl:}.. pf Charleroi ................... County of ... _ .. ~~~~~t;lgton · ,...... . --.-.. -.-..... , .. • • Commonwealth of Pennsylvania !.=:"~ ,~··: ;:;; :--h --1 ~· ~! --...... REPORT AND APPRAISAL ' . 0--.. :--:?~ . . -r-u <n ?: t .. n I_.J •• ! 0 WOODWARD AND BASSI Attorneys atl.a.w 701 McKean Avenue Charleroi, Pennsylvania 6 "// >,: ' . , .. '.• I •