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Home My WebLink AboutOC1968-1586 - ESTATE OF HALASKAR C C-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECT·IONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Informant IN YOUR REPLY PLEA8E RE,..&:R TO 37-170-2 In Re: E;st ate of ____ ...:J~ul~i:....:,:H::::a:=l::::a.=.s~ka:::,_ __ __...., __ __,...,...-- ____ ...,....;W~a:..:s:::;h:.::i::.:ng~t~on;:... _.....,..., ___ Count;v -File No. 63-68-1586 Dear Mrs. Rock: You are hereby notif~ed that the. original appraisement in the estate of October 23, 1968 has been filed in the office of the R~gister of Wills qf Wash1ngton County on December 19 , 19_68. Said appraise~ent reflects the following valuations: Real Estate Jt. Held ~=H=J::""""""" _ __,..._"'"'2....,,' .... 75..,..,0~.o,.,.o.,... . .-- Transfers _________ ~---~~~--~ Total __ ~--~-~-~~~2~·.~,'7~·5~0~·~00~.~- As to such ta~ that is paid withi~ three months from date of death, a five (5%) percei.\t discount is allowable. A,s to any tax that remains unpaid after one year from date of d~atn, i~terest at the rate of six (8%) percent per ann~ is charged. J Any part;v in interest who is aggrieved by an appraisement may appeal therefrom as provided Q~ law. Date December 19~ 1968 DATEJOF DEATH: October 23, 1968 Note: This is not a bill. l=lC!-39 (6-l!7) _.. ·::0MMONWEAL TH OF PENNSYLVANIA ~ TRANSFER INHERITANCE TAX RESIDENT DECEDENT FILE # 63-68-1586 HALASKA, JULI FILE # 63-68-1586 October 23, 1968 SUMM~RY PcEPOJ\T OF INHE.R;rTANCF .... TAX APP.RAISER I. the unrlersigned duly appointed Inheritance Tax Appraiser 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 ::::::te each12~:;_:; the last column to the righAules "A", "B", "C" a;2' ~~ 10-23-68 INHERITANCE RAISE~ BEPOR:r OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for Washington , County, Pennsylvania, do respectfully report that I have allowed deductions in the amounts c_laimed by deponent, except 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. /.) . ~ I Dated: 12-19-68 / /i.~~~~'Ptd:J REGISTtR OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) $ $ $ -------- TOTAL GROSS ASSETS LE~S Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or ,annuities . . . • . . . • ESTATE TAX ASSESSMENTS 2,'750.00- 2~750.09_ 2~536.09_~ 214.00-· $ ___ _ 2,750.00 2,750.00 =====2~,~53~6:,;,. 0~0~ 21:4.00 ·-======:= FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on Tax on Tax on $ $ ~ 214.00 •---o ~% ~~~~-----·~ ~-----,,......,..-&~-<+> 12.84 _____ ....;__ __ . __ ' ;1)----~- T ax on $ . __ lR% $ Exemptions := (':') Total Estate __________ __ TOTAL TAX Less tax previously paid BALANCE Less ~% of tax if paid within 3 months after death $ ____ _ *=====~· .. $ -~~--- *===== := (':') As evidenced by Chari table Exemption Certificates iss~ed by the Secretary of Revenue. J,\LANCE OF INHERITANCE TAX DUE $ ______________ _ Add 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 $ ______ _ $-~----- $ 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 ! No. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF JULI HALASKA Deceased Late of .. DONORA County of W/l.;llilNTON.. . ............ . Commonwealth of Pennsylvania REPORT AND APPRAISAL " / t I -... DEPARTMENT OF REVENUE DATE .................. P..f3..~.El~~r. .... :J::9..~ ..... :1::9..??. ... . v ' • BUREAU OF COUNTY COLLECTIONS COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT • COUNTY ............................ J.!.B.:.~.l.J:¥.1.~.9.!:! .... .. HARRISBURG, PENNA. 77 1 2 7 FILE NO .................... §~.:.?..~~.~.~.?. ............ .. Whereas, .................................... ~.~J .... ~.~~·~·~·~·~ .......................... ~ ...... , ..... ,.. ... ~ ........................ late of ............................... ~.~~~:.~ ................... = ................................. . in the County of ............................. ~§1-.~h~~~~~ ..................................................................... Commonwealth of Pennsylvania, having died on the ................................... 23 .... r.d ...................................... day of .................... .9..gt.qJ~(;3.:r ................................. 19 ..... ~?.. seized and possessed of an estate s ubject to I heritance Tax under the laws of the Commonwealth f Pennsylvania· n 0 ' Therefore, I, ............. : .................... W..~.~ .. ~ ..... 9..~~.~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. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purposes $ JT. HELD: All that certain lot or parcel of land lying in the Borough of Donora. County of Washington and State of Pennsylvania, bounded and described as f ollwws: Being Lot No. 19 in Block 39 lying between Bradford Alley and Ore12:on Alley_ fronting on Waddell Ave., for;W feet and running back :t ni st.::mce of li 5 feet. Being the same lot or parcel of land conveyed to Juli Halaska and Mary Rock, as joint tenants, by Deed of Juli Halaska, Vlidow, dated the 2nd date of December, l965m ahd recorded in Deed Book, Vol. 1224, page 13, records of Washington County, The said Juli Halaska died October 23rd, 1968, and Vary liock acquired fee simple title by reason of being the surviving joint tenant. 'd.;/')U uu Total 2,750 00 form~;·::~h ~: ~:~~w<>l"ll~/P~o ~~: ~.~ o~·~·~~~r:••7~~~ ;2f!;:;;z.··················· ........................................................ ~: ......... (l'lumb d treet) .... ...... . . . ..... ~ .................................. , Penna. (P~ Office) ~------------------------------~----~--------------~----~------------------------------------------------------------------------------- .. WAS.f:U:.I~G'r.ON .. ................. Cou-nty RESIDENT .INHERITANCE TAX APPRAISEMENT Estate of JULI HALASKA Deceased. Late of DONORA Date of Death, ....... O.ct.ober. . .2.J, .. l.9.68 ................... . AppraisemeHt Docket Vol., ................... 3..7 .......................... . Page, ...... l.7.9::-::?. ...................... No ..... 9J..::-.9$.::-.~.5.J~f?. ....... . Filed in Register's Office, P..~9..~r:nP..~.r. ... l..9,J9 .. 9.$.. Amoun.t of tax due, $ ............................................. , ................... .. DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal f1'om Appraisement, Entered and charged, .... ",:: ,. t ' 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, 1961, / EFFECTIVE JANUARY 1, 1962. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) . I ~ ~--.- , · OFFICE OF THE REGISTER OF WILLS County of ..... WA&JP;IjG~ON. ......... . . . . . . . . . . . . . . MARX .ROCK ....... · ................... of ... ;253 .. Wa.ciclell. Av:~nue,. Donor.a, .Penneylv.ania, (Name) " · ' (AddreBS) being duly ----------~9-:r . .n ___________________ .according to law, deposes and says that he is the _______ M5?~_l:?:.t _________________________________ _ · (Exec., Adm., Legatee, Etc.) ' ~ ~ of the estate of-----~--~§-~--------~ .. ---------------~----whose last residence was ---~..5.3...l'{~g_c1{3_::!,l__Av:.~,__t ___________ : ___________ ~-- CNo.l , (Street) ' t ______ P-.QD-.Q±:~,__J?~-~.,_ ____________________ .. deceased, and that the whole of the estate of said decedent, who died _____ QQ.~_QQ§.:r __ ~.J:rd,_l968, (City, Borough or Township) (Date) consisted of: . ~ REAL PROPERTY REAL PROPERTY Il-r PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRAN(!)ES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HE£D AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate None Personal Property Estimated Value 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 nanies in which the account is registered. Jointly Held Property ALL that certain lot or arcel of land of Washington and State of Pennsy~vania, ( \ ( BEIID the same lot o Rock, as joint tenants, by December a described as follows: dated the 2nd day of Estimated Value \. . --......... Washington County. Rock ac uired fee Juli Halaska died October 2.3rd, 1968, and Mary Value of 1/2 interest of Transfers within TWO YEARS Prior to Death None. 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 11Tnno - 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 Ml:I1"'"1T R.nr!"k-n~:nur~ Y.a_g_ !=:ul'vi 1dna .Tn; nt. -, ~ . ._, 25.3 Waddell Ave. Tenant wnora, .t'a. "'"~ :..r-.•• :tiESIDENT 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 __ C~L_A_IM _____________________ N_A_T~U_R_E __ O_F_S_A_M_E ___ < ____ ~_,.--A~~-O_U~N_T.--IDTHIS COLUMN KEGISTER ONLY Macik Funeral Home Funeral expenses paid $ l.L..21 00 $ L o 0 Family exemption (will not be allowed unless decedent died residing with a spouse or children.) 1.000 00 Rm=:~All Marino .Arnold W. Hir~ch. Esn OTHER DEBTS AND CLAIMS Rev. Michael Durisin, ~ ' 5' . ' -· I -----~ - :"' --,_ Administration Expenses * Counsel fees * Fiduciary commission * ( *) See Note below Funeral services, Total 3 00 &\() ()() 62 00 ---- 2,536 00 I -' '\. ... Note: :The estat~-agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission or debt is greater 011 l~ss tha.n the. estimated amount claimed and allowed. ' ~1. ,t i.' It ·"l Subscribed and sworn to before me this ..................... . .............. :?3~<;i, .... day of ...... Nov.emb.er1 ...... , 19.68. ..... ~~~~··:.········· Notary Pabllc, Donora, ~iasbmgton Co., P&. •• ,. --;•~'"" J:ynhq~ j:A!WI9.1'\1 2, 1969 ... ~l7J.:l .... w..d. .................... . ~ Mary ck . .. 25,;3. Waddell. Avenue., ..................... . (Street Number) ... PC?:P.9.I:~;~., .. ffl.~ ............................... . (City or Town and State) .. ~~~~~~.~~~~.~~/.r.~~~~i.~gd::::~· .. I.~~.~/42~~.~~~.~~~~~ ~~~:·~:~e.~ent is mp; in conf:::; with~law on this ..... :L. ... ~. <-r~ ..... ~.~ .~ .. pra1ser In the event that any future interest in this estate is transferred in possession or enjoyment to coli raJ heirs of the decedent after the expiration of any estate for life ot· 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. \' ~ Form No. RCC-62 (2-641 .·• ' W.ill l Administration !No. · · ·--.-... Year ..... IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ~-MMS.I)4 · · ne"c~~~~ci--.. . . . . . . . . . . . . . . Late of ... .Borough. of .. Donora ......... . County of .... Washing.ion .............. . CoJ:nmonwealth of .Pennsylvania '1 -· REPORT .-AND APPRAISAL .. ... : .. -:-.., .__, {. __ ) ,~ r:1 ·-.. i I Arnold Wftt~irsch~Esq. w -- .~ otl;lll;' ,,,\~. bSt;'Ja.{; .. , ,, ,,·. ~ u ·. ·:: 5'.1:~=:._-.';./" ·-.:/ .:-·· ····.<:(.--~ ~ .. · d! ; !'· ··: -=: ~ !!-: ' I'' : . 2 : -: : ... .. . .. ... ~:· --. .. .. "' -~ -, . . :;1. ... -'/r-.,.,.l ... -• .. L I • .-~ ' ~-,{,\.· ••••• k !,.1/·~···:· /· .... /_, .. .. ,.., ' ..., .r ');.. "~ 0 • .. • • • ~ \._) \' ~," ~· '1\':t.J\,~ "'I'_,J t .... '\ t\' ''tll(f:{lt ,._\ oJ RCC-4 (8-68) COMMONWEALTH OF PENNS'(LV . .. DEPARTMENT OF REVENUE NO. A 0 33 0 19 OFFICIAL RECEIPT ··PENNSYLVANIA INHERITAI'JCE RECEIVED __________________________ --:--~:------:-------dollors MARY ROCK, Infonnant representing Pennsylvania Inheritance or Estate Tax due from the following estate: From: ______________________ ,_ ___________________________ l~ File No. ________ Dote of Deoth ______ ---1 January J, 1969 Dote of Poyment _________________ ~ Jutl HALASKA Nome of Decedent ------------------------------I WASHINGTON County _____________________ ~ Remarks: S E A L NOTE: This Triplicate Receipt to be retained for audit purposes. • 2% Tax on $ ______________ ,j) ______ ;__ ___ iri11 214.oo 12.84 6% T ox on $_____________ ,j) __________ llt 15% Tax on $. _____________ _ $ _________ _ % Tax on $ _________ --'--$ __________ Ill! Estate Tax, Act of May 7, 1927 TOTAL TAX CREDIT Less five percentum of tax if paid within three months after dote of death Plus interest at the rote of __ % from-------------- to _____________ _ TOTAL AMOUN.T~~j $ ________ ___ $ ________ _ $ ________ g 12.84 $-======= /1 · ,,_,. r ·, . Received by \ NOTE: In accepting the transfer inheritance tax on future estates, prior to the death of the life ,. 1 (Signature) ·' tenant or tenant for years, as evidenced by this receipt, it is understood that the Commonwealth shall <..:__<;, /. l\,; ~ not be precluded or prevented from hereafter cisse~sing additional inheritance tax at the death of the ..) ~ life tenant or tenant for years whenever it appears that such additional tax may be legally due and ______ ...,__-l.L(""T-itl:-e-:-) -------------.---- collectible for any reason whatsoever. .•